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Analyst
Scott Searle
Period: Reporting periods mapped to calendar 2025 Q1 – 2026 Q2 (6 quarters; questions recorded in 5).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 5with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right. See how we grade analysts on earnings-call questions.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 6 of 6 questions from 1 company
ASTSAST SpaceMobile, Inc.6 questions · 5 reporting periods · 0 of 6 challenging
Calendar 2026 Q2
Japan has committed $1 billion in capital. What is the capital requirement from the AST standpoint?
Show response
Abel said the Japanese-flagged satellites are identical to the rest and Japan funds roughly half the investment, non-dilutive and non-debt, usable globally.
any other opportunities that are percolating that you can address in terms of number of opportunities
Show response
Scott declined specifics but said there are other discussions with other parties and expects the sovereign-constellation trend to recur with G20 nations.
Calendar 2026 Q1
how many MNOs are you expecting to be live at launch? And what are you guys thinking about in terms of the ground
Show response
Andy gave no firm MNO count or investigation timeline, instead pointing to ~2.9 billion population coverage across listed countries.
Calendar 2025 Q3
how you're conceptually thinking about incremental spectrum costs going forward, particularly in international markets?
Show response
Abel said incremental spectrum cost is marginal to none because the platform mixes owned and operator 3GPP spectrum already in devices.
Calendar 2025 Q2
I'm wondering if you could provide a little bit more color in terms of the regulatory approval and timelines.
Show response
Abel answered the device-support side, starting with low-band 3GPP in all 5B phones, adding L/S-band as chipsets arrive, but gave no specific regulatory timeline or target geographies.
Calendar 2025 Q1
How long does it take before you have a large supply of users within the United States
Show response
Abel said L-band is already in the Android ecosystem via 3GPP; full-band phone availability expected in one or two device iterations. Direct.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| ASTS AST SpaceMobile, Inc. | 6 | 0%none of 6 questions |
- ASTSAST SpaceMobile, Inc. · 6 questions0%none of 6 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q1 | 1 | 0%none of 1 question | 1 |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 1 | 0%none of 1 question | 1 |
| 2025 Q4 | No questions recorded | — | — |
| 2026 Q1 | 1 | 0%none of 1 question | 1 |
| 2026 Q2 | 2 | 0%none of 2 questions | 1 |
- 2025 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q31 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q4No questions recorded
- 2026 Q11 question · challenge rate 0% (none of 1 question) · 1 company
- 2026 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Geographic Expansion3
- Capital Allocation2
- Demand2
- Regulation Policy2
- Product Launch2
- Competitive Dynamics1