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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chris Schoell | UBS | 9 questions · 0% challenging |
| Bryan Kraft | Deutsche Bank | 9 questions · 22% challenging |
| Colin Canfield | Cantor Fitzgerald | 8 questions · 0% challenging |
| Chris Quilty | Quilty Space | 7 questions · 14% challenging |
| Louie DiPalma | William Blair | 6 questions · 0% challenging |
| Greg Pendy | Clear Street | 6 questions · 0% challenging |
| Scott Searle | ROTH Capital Partners | 6 questions · 0% challenging |
| Griffin Boss | B. Riley Securities | 5 questions · 0% challenging |
| Mike Crawford | B. Riley Securities | 5 questions · 0% challenging |
| Mike Funk | Bank of America | 4 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| B. Riley Securities | 2 analysts | 10 questions · 0% challenging |
| UBS | 1 analyst | 9 questions · 0% challenging |
| Quilty Space | 2 analysts | 9 questions · 11% challenging |
| Deutsche Bank | 1 analyst | 9 questions · 22% challenging |
| Cantor Fitzgerald | 1 analyst | 8 questions · 0% challenging |
| William Blair | 1 analyst | 6 questions · 0% challenging |
| Clear Street | 1 analyst | 6 questions · 0% challenging |
| ROTH Capital Partners | 1 analyst | 6 questions · 0% challenging |
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AST SpaceMobile framed the first quarter of 2025 as an inflection point, reporting continued pre-monetization results while introducing its first-ever revenue guidance: a 2025 opportunity of $50 million to $75 million, back-end loaded into the second half. Management accelerated its deployment plan to five orbital launches over the next six to nine months, beginning with a Block 2 BlueBird launch in July, toward more than 60 satellites across 2025 and 2026, and reaffirmed a target manufacturing cadence of six satellites per month by the fourth quarter. Government momentum built with a new DIU contract award and a ramp against the $43 million Space Development Agency contract, while the signed agreement for 45 megahertz of Ligado mid-band spectrum strengthened the long-term network. Offsetting the progress, the estimated capital cost per satellite rose to $21 million to $23 million from $19 million to $21 million on higher launch costs and tariffs, and the company leaned on a new $500 million ATM facility and non-dilutive financing to fund an intensifying capital program against $874.5 million of quarter-end cash.
Product Launch | Innovation & R&D | Competitive Dynamics | Capex Investment | Demand | Revenue Growth | Regulation Policy | Capital Allocation | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 3 | 1 | 3 | 1 | 1 | ||
| 2025Q1 | 6 | 5 | 1 | 1 | 1 | 1 | ||
| 2025Q2 | 2 | 3 | 1 | 3 | 2 | 1 | ||
| 2025Q3 | 4 | 1 | 3 | 1 | 1 | 1 | 1 | 3 |
| 2025Q4 | 1 | 1 | 1 | 1 | 3 | 1 | ||
| 2026Q1 | 3 | 4 | 2 | 3 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Product Launch | 2 | 6 | 2 | 4 | 1 | 3 |
| Innovation & R&D | 3 | 5 | 1 | 1 | 4 | |
| Competitive Dynamics | 1 | 1 | 3 | 3 | 1 | 2 |
| Capex Investment | 3 | 1 | 1 | 1 | 3 | |
| Demand | 1 | 3 | 1 | 1 | 1 | |
| Revenue Growth | 1 | 1 | 1 | 3 | ||
| Regulation Policy | 2 | 1 | 1 | 2 | ||
| Capital Allocation | 1 | 1 | 3 |
Calendar quarter Q1 2025Earnings call May 12, 2025
FY2025 Q1 in brief
AST SpaceMobile framed the first quarter of 2025 as an inflection point, reporting continued pre-monetization results while introducing its first-ever revenue guidance: a 2025 opportunity of $50 million to $75 million, back-end loaded into the second half.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +43.6% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for AST SpaceMobile, Inc. (ASTS), FY2025 Q1: 9/10. Scores: AST SpaceMobile, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: ASTS daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What ASTS and other companies said about each other on FY2025 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“our long-time partner Rakuten Mobile completed a two way broadband video call in front of a live audience enabled by Block 1 satellites over Japan.”
Rakuten Mobile completed a live two-way broadband video call over Japan using AST's Block 1 satellites, validating the carrier partnership and the technology.
“our joint venture with Vodafone will exclusively distribute our service across Europe.”
AST's jointly owned SatCo venture with Vodafone will be the exclusive European distributor of its satellite broadband service, deepening the Vodafone partnership.
“We did announce a definitive agreement with AT&T and we're working on the details for the commercial agreement with Verizon.”
Verizon is still finalizing the details of a commercial agreement with AST for direct-to-device satellite service, a step behind the completed AT&T deal.
“We did announce a definitive agreement with AT&T and we're working on the details for the commercial agreement with Verizon.”
AST has a signed definitive agreement with AT&T to distribute its direct-to-device satellite broadband service, a signal that AT&T is advancing satellite-to-phone connectivity through AST.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2M | — | $-0.18 | +48.6% | -2620.6% | -1869.5% | $-110M |
| FY2025 Q1Selected | $718,000 | +43.6% | $-0.20 | -25.0% | -8769.2% | -6365.7% | $-149M |
| FY2025 Q2 | $1M | +28.4% | $-0.41 | +19.6% | -6297.3% | -8598.1% | $-354M |
| FY2025 Q3 | $15M | +1239.9% | $-0.45 | +59.1% | -540.6% | -833.7% | $-303M |
| FY2025 Q4 | $54M | +2731.3% | $-0.28 | -55.6% | -133.1% | -136.2% | $-331M |
| FY2026 Q1 | $15M | +1952.2% | $-0.66 | -230.0% | -1014.0% | -1296.3% | $-310M |
| FY2026 Q2 | $32M | +2626.6% | $-0.77 | -87.8% | -944.1% | -732.6% | $-695M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ASTS AST SpaceMobile, Inc. | 9 | +43.6% | |
| CHTR Charter Communications | 6 | +0.4% | |
| CMCSA Comcast | 4 | -0.6% | |
| T AT&T | 5 | +2.0% | |
| VZ Verizon Communications Inc. | 5 | +1.5% |