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.
UpdatedMarkets
8 words · 5 settled yes · our count agreed on 8 of 8- Kalshi: company speakers + operator
Kalshi
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| New Glenn | Yes | 9 | 9 | ✓ | 60%transcripts from the transcript model | – |
| Vodafone | Yes | 4 | 4 | ✓ | 87%transcripts from the transcript model | – |
| Unmodified | Yes | 2 | 2 | ✓ | 80%transcripts from the transcript model | – |
| Golden Dome | Yes | 2 | 2 | ✓ | 40%transcripts from the transcript model | – |
| FCC | Yes | 1 | 1 | ✓ | 86%transcripts from the transcript model | – |
| SpaceX | No | 0 | 0 | ✓ | 53%transcripts from the transcript model | – |
| Israel | No | 0 | 0 | ✓ | 34%transcripts from the transcript model | – |
| BlackSky | No | 0 | 0 | ✓ | 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
23 matches for “BlueBird”; 5 quoted, at least 25 words apart.
…these efforts resulted in the successful launch and unfolding of our next-generation BlueBird satellite, BlueBird 6, the largest ever commercial communication array deploying load at…
…one year since the orbital launch of our first five Block 1 BlueBird satellites, we developed our Block 2 BlueBird program, which is roughly 3.5x…
…successfully unfolded BlueBird 6, our next-generation satellite of approximately 2,400 square feet. BlueBird 7, identical to BlueBird 6 is encapsulated and ready to launch within…
…vehicles to support up to eight of our largest ever Block 2 BlueBird satellites. We expect to fully utilize New Glenn faring capacity as we…
…cadence of six satellites per month in the first half of 2026. BlueBird 8 to 29 are in various stages of production, and we are…
Where the listed words were said
…planned every one to two months on average, starting with our first New Glenn launch expected in March. The New Glenn launch vehicle is completing…
…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…
…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…
…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…
…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