AST SpaceMobile (ASTS): FY25 Q4 earnings call, Mar 2, 2026

On its Mar 2, 2026 earnings call (FY25 Q4), AST SpaceMobile said 5 of the 8 words Kalshi listed; Parrot’s count agreed with all 8 settlements. Quotes below are at most 25 words each.

Updated

Markets

8 words · 5 settled yes · our count agreed on 8 of 8

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
New Glenn Yes99✓60%transcripts from the transcript model–
Vodafone Yes44✓87%transcripts from the transcript model–
Unmodified Yes22✓80%transcripts from the transcript model–
Golden Dome Yes22✓40%transcripts from the transcript model–
FCC Yes11✓86%transcripts from the transcript model–
SpaceX No00✓53%transcripts from the transcript model–
Israel No00✓34%transcripts from the transcript model–
BlackSky No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Abel Avellancompany“New Glenn” · prepared

…to BlueBird 6 is encapsulated and ready to launch within the next New Glenn launch vehicle at Cape Canaveral and is awaiting orbital launch, which…

Abel Avellancompany“Vodafone” · prepared

…partnership with Orange, Telefonica, CK Hutchison, Taiwan Mobile and progressing initiative with Vodafone to bring our direct-to-device cellular broadband service to their markets, who are…

Maxwell Colbertcompany“Unmodified” · prepared

…only global cellular broadband network in space to operate directly with everyday unmodified mobile devices, supported by our extensive IP and patent portfolio. It is…

Scott Wisniewskicompany“Golden Dome” · prepared

…using our in-orbit infrastructure, capabilities critical to U.S. national security, including the Golden Dome project. The revenue derived from U.S. government is not dependent on…

Andrew Johnsoncompany“FCC” · qa

…that asset. And of course, we're at the point where we're awaiting FCC approval. So we will speak to that as a specific item when…

Agents: this page as TSV at /api/v1/appearances/ast-spacemobile:2026-03-02:earnings_call · words: /api/v1/brief?appearance=ast-spacemobile:2026-03-02:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP