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.
39 matches for “Spectrum”; 5 quoted, at least 25 words apart.
…significantly advanced all key aspects of our operations, including commercial, government, manufacturing, spectrum rights, IP portfolio and capital position. The combination of these efforts…
…scale. Together, our key technology differentiation in the size of our satellite, spectrum availability and custom ASIC that support today's capability of cellular broadband from…
…contracted revenue commitment from our commercial partners. As a reminder, our comprehensive spectrum strategy is defined by our access to approximately 1,150 megahertz of low-band…
…strategy is centered around the use of premium multi-operator 850 megahertz cellular spectrum. We have important characteristics like longer reach, better penetration and compatibility with…
…recent financing activities position us to accelerate the deployment of our controlled spectrum bands on a global basis, monetize the capabilities of our proprietary technology…
Where the listed words were said
…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…
…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