AST SpaceMobile (ASTS): FY26 Q3 earnings call, Nov 9, 2026

Name: AST SpaceMobile (ASTS): FY26 Q3 earnings call, Nov 9, 2026
Start: 2026-11-09

Mon, Nov 9Earnings callSpeaker-labelled transcriptAST SpaceMobile

On its Nov 9, 2026 earnings call (FY26 Q3), AST SpaceMobile said 6 of the 12 words Kalshi listed; Parrot’s count agreed with all 12 settlements. Quotes below are at most 25 words each.

Updated Nov 11, 2026, 21:40 UTC

Markets

12 words · 6 settled yes · our count agreed on 12 of 12

Kalshi: company speakers + operator Kalshi

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability published before the event
Word	Result	Our count	All speakers	Agrees	Probability	Market
BlueBird 3+ times	Yes	32	35	✓	91%transcripts from the transcript model	–
Spectrum 3+ times	Yes	22	27	✓	93%transcripts from the transcript model	–
SpaceX	Yes	6	7	✓	48%n=1+tx from settlement history blended with transcripts	–
AT&T	Yes	2	3	✓	82%transcripts from the transcript model	–
Vodafone	Yes	1	1	✓	89%n=1+tx from settlement history blended with transcripts	–
Unmodified	Yes	1	1	✓	85%n=1+tx from settlement history blended with transcripts	–
Verizon	No	0	1	✓	86%transcripts from the transcript model	–
New Glenn	No	0	1	✓	77%n=1+tx from settlement history blended with transcripts	–
Golden Dome	No	0	0	✓	74%n=1+tx from settlement history blended with transcripts	–
FCC	No	0	0	✓	67%n=1+tx from settlement history blended with transcripts	–
Israel	No	0	0	✓	22%n=1+tx from settlement history blended with transcripts	–
BlackSky	No	0	0	✓	13%n=1+tx from settlement history blended with transcripts	–

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 Nov 10, 2026 19:40 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“BlueBird (3+)” · prepared

…revenue, $3.2 billion in cash equivalent, and restricted cash, more than 100 BlueBirds under launch agreements, and a production rate target of six per month…

Abel Avellancompany“Spectrum (3+)” · prepared

…this by leveraging the strength of our partners, their network, infrastructure, their spectrum, their customer relationship, combined with our technology leadership. The first step of…

Abel Avellancompany“SpaceX” · prepared

…rating, and we now have launches planned in 2027 and 2028 with SpaceX, Blue Origin, and others, supporting a planned 100 satellites in orbit. Fourth,…

Scott Wisniewskicompany“AT&T” · prepared

…this demand. This follows our continued work with FirstNet, our partner through AT&T, supporting emergency and first responder networks in the United States, and recent…

Max Colbertcompany“Unmodified” · prepared

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

Agents: this page as TSV at /api/v1/appearances/ast-spacemobile:2026-11-09:earnings_call · words: /api/v1/brief?appearance=ast-spacemobile:2026-11-09:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP