AST SpaceMobile (ASTS): FY26 Q3 earnings call, Nov 9, 2026
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.
UpdatedMarkets
12 words · 6 settled yes · our count agreed on 12 of 12- Kalshi: company speakers + operator
Kalshi
| 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 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
24 matches for “Blacklift”; 5 quoted, at least 25 words apart.
…is the moment we have been building towards. Second, launch. We announced Blacklift, our own 20-ton reusable rocket powered by the Miranda and Vira engines,…
…deployment of more than 100 BlueBirds under our launch agreements. Late 2028, Blacklift, our own rocket, begins launches. Our launch agreements now cover over 100…
…and U.S. government ecosystem, and ensuring regular, unconstrained access to orbit with Blacklift. I will highlight our progress and put into context the enormous opportunity…
…with over a decade of development and proven flight heritage, immediately kickstarting Blacklift development with a massive leap forward. We are doing this with Firefly,…
…spend several hundred million dollars of incremental CapEx in 2027 associated with Blacklift, and any upside associated with pulling forward internal project milestones as appropriate.…
Where the listed words were said
…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…
…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…
…and are in operation in space. September 2026, BlueBird 14, 15, and 16 shipped to the Cape and are awaiting their SpaceX launch day confirmation.
…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…
…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