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.
9 matches for “Firefly”; 5 quoted, at least 25 words apart.
…Blacklift development with a massive leap forward. We are doing this with Firefly, one of the few companies in the United States with a proven…
Thank you. Firefly began co-developing Eclipse with Northrop Grumman about four years ago, but Blacklift is not going to do things like translunar injection. Can…
…technology and the tap-off engine technology that is basically the foundation of Firefly technology for rockets that were used in the Alpha rocket, plan to…
…give rough timelines on when some of these components get paid to Firefly, the $400 million of cash, shares based on the forward VWAP, the…
…enough. As a follow-up on the Blacklift, do you intend to use Firefly's existing launch pads, or do you intend to build your own launch…
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…
…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,…
…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.
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