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.

4 matches for “Vodafone”; 3 quoted, at least 25 words apart.

Abel Avellancompanyprepared

…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…

Scott Wisniewskicompanyprepared

…were definitive commercial agreements with Verizon and stc Group joining AT&T and Vodafone. We continue to see heavy engagement from MNOs, resulting in good progress…

Scott Wisniewskicompanyprepared

…Europe and its leadership team as our European distribution joint venture with Vodafone. In 2026, we expect more MNOs to join the AST Space Mobile…

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…

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