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.
9 matches for “New Glenn”; 5 quoted, at least 25 words apart.
…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…
…our largest ever Block 2 BlueBird satellites. We expect to fully utilize New Glenn faring capacity as we progress through our orbital launch plans. We…
…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…
…stage, we support our launch cadence during 2026. As we expect the New Glenn boosted to be reused every 30 days or less after our…
…for us as basically allows to reduce the first stage of the New Glenn, which is the only platform commercial that exists that can actually…
Where the listed words were said
…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