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.
12 matches for “J-LEO”; 5 quoted, at least 25 words apart.
…billion in cash equivalent, and restricted cash, reinforced by $1 billion in J-LEO non-diluted subsidies with our partner Rakuten, and a $1.2 billion non-diluted additional…
…expect to deliver meaningfully in, and no better example than with our J-LEO initiative in Japan, with approximately $1 billion in funding to support a…
…United States, and recent announcements with multiple governments through partners like Vodafone. A few notes on the mechanics of the J-LEO award for modeling purposes.
…to our guidance depending on the timing of certain milestones and the J-LEO program. Altogether, the pieces of our global space-based cellular broadband network are…
…is exponentially growing, as you saw on our announcement this morning from J-LEO in Japan. We have many other regions requesting a similar setup. The…
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,…
…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