NASDAQ$ASTS

AST SpaceMobile Inc · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

AST SpaceMobile's financial position was updated and progress on its technology and commercialization efforts was reported.

AST SpaceMobile reported an increase in total operating expenses, driven by higher research and development and engineering services costs, offset by a decrease in general and administrative costs. The company ended the quarter with $239.3 million in cash, cash equivalents, and restricted cash. They continue to make progress on their BlueWalker 3 testing and Block 1 BlueBird program.

  • BlueWalker 3 testing continues to validate the design roadmap for BlueBird commercial satellites.
  • Ramping up manufacturing of Block 1 satellites and making key investments for Block 2 satellites.
  • Signed new MOUs with seven leading mobile network operators since November 14, 2022.
  • Participated in initial FCC rulemaking related to Supplemental Coverage from Space.

Headline financials

Total Revenue

$0.00

Previous: $6.22M-100.0%
EPS (adj)

-$0.14

Previous: -$0.06-133.3%
Net Income

-$25.1M

No prior period
Operating Income

-$42.6M

No prior period
Gross Profit

$2.78M

No prior period
Cash & Equivalents

$239M

No prior period
Total Assets

$438M

No prior period

Revenue & EPS history

AST SpaceMobile · Revenue · Quarterly

$0

Q4 2022-100%vs Q4 2021
Beat estimate in 3 of 9 quarters(33%)
ActualEstimate

Forward guidance

AST SpaceMobile is focused on advancing its technology, commercializing its services, and securing regulatory approvals.

Tailwinds

  • Successful deployment and control of the largest ever commercial communications array in low Earth orbit.
  • Validation of architecture's patented doppler and delay compensation through testing.
  • Initial test results indicate downlink signal strength necessary to reach 5G cellular broadband speeds.
  • Significant steps taken to further industrialize technology with in-house manufacturing of key components and electronics.
  • Formalized commitment with NASA to share information to help safeguard low Earth Orbit.

Headwinds

  • Delays or issues with testing may increase the cost of raising capital.
  • Reliance on successful testing of BW3 test satellite, which is subject to various potential failures.
  • Potential need for adjustments or modifications based on BW3 testing results, leading to additional costs and delays.
  • Dependence on negotiation of definitive agreements with mobile network operators.
  • Exposure to economic, business, and competitive factors that may adversely affect AST SpaceMobile.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2022

Historical avgQ4 2022

+2.2%

Avg return

Earnings day

+4.5%

Avg return

5 days after

+18.5%

Avg return

30 days after

38%

10 / 26 earnings

Positive

+60.6%

Q1 2024

Best reaction

-30.7%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+9.9%+11.3%
Q4 2025+6.5%+2.9%+6.6%
Q3 2025-1.2%-10.6%+23.4%
Q2 2025+0.0%+7.0%+133.7%
Q1 2025+1.7%-2.1%+80.2%
Q4 2024+11.7%+1.9%-29.8%
Q3 2024-13.1%-6.3%-15.8%
Q2 2024+49.6%+84.2%+42.3%
Q1 2024+60.6%+110.4%+307.2%
Q4 2023-30.7%-24.0%-22.1%
Q3 2023+16.5%+20.7%+37.2%
Q2 2023-13.3%-9.4%-5.4%
Q1 2023-4.1%+2.7%+15.2%
Q4 2022-24.8%-33.8%-17.3%
Q3 2022-15.0%-25.3%-55.2%
Q2 2022+19.8%+5.7%-12.8%
Q1 2022-2.9%+0.8%-17.3%
Q4 2021+2.8%-0.2%-26.9%
Q3 2021-3.0%-8.9%-34.6%
Q2 2021-13.3%-11.7%+16.7%
Q1 2021+4.7%+4.4%+51.4%
Q4 2020-3.9%-6.9%-15.7%
Q2 2020+0.0%-0.3%+0.4%
Q1 2020+0.0%+0.0%+0.2%
Q4 2019-0.3%+0.5%+0.8%
Q3 2019+0.0%+3.6%+0.8%

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