AST SpaceMobile Inc-A 2026年季度报告

(Mark One) ☒QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended March 31, 2026OR☐TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934For the transition period fromtoCommission File No. 001-39040 AST SPACEMOBILE, INC. (Exact name of registrant as specified in its charter) (432) 276-3966 (Former name, former address and former fiscal year, if changed since last report)Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of theSecurities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to filesuch reports), and (2) has been subject to such filing requirements for the past 90 days. Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to besubmitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorterperiod that the registrant was required to submit such files). Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, asmaller reporting company, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,”“smaller reporting company,” and “emerging growth company” in Rule 12b-2 of the Exchange Act. Large accelerated filer☒Non-accelerated filer☐Emerging growth company☐ Smaller reporting company☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition periodfor complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act): Yes☐No As of May 7, 2026 there were 298,746,383 shares of Class A common stock, $0.0001 par value, 11,215,111 shares of ClassB common stock, $0.0001 par value, and 78,163,078 shares of Class C common stock, $0.0001 par value, issued and outstanding. AST SPACEMOBILE, INC.FORM 10-Q FOR THE QUARTER ENDED MARCH 31, 2026 TABLE OF CONTENTS PagePart I. Financial Information1Item 1. Financial Statements1Condensed Consolidated Balance Sheets as of March 31, 2026 and December 31, 2025 (Unaudited)1Condensed Consolidated Statements of Operations for the three months ended March 31, 2026 and 2025(Unaudited)2Condensed Consolidated Statements of Comprehensive Loss for the three months ended March 31, 2026 and 2025(Unaudited)3Condensed Consolidated Statements of Stockholders’ Equity for the three months ended March 31, 2026 and 2025(Unaudited)4Condensed Consolidated Statements of Cash Flows for the three months ended March 31, 2026 and 2025(Unaudited)5Notes to Condensed Consolidated Financial Statements (Unaudited)6Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations24Item 3. Quantitative and Qualitative Disclosures About Market Risk40Item 4. Controls and Procedures40Part II. Other Information41Item 1. Legal Proceedings41Item 1A. Risk Factors41Item 2. Unregistered Sales of Equity Securities and Use of Proceeds41Item 3. Defaults Upon Senior Securities41Item 4. Mine Safety Disclosures41Item 5. Other Information41Item 6. Exhibits42Signatures43 PART I - FINANCIAL INFORMATION AST SPACEMOBILE, INC.CONDENSED CONSOLIDATED BALANCE SHEETS (UNAUDITED)(Dollars in thousands, except share data) Cash and cash equivalents$3,029,591$2,335,683Restricted cash873877Accounts receivable, net (includes related party accounts receivable of $10,095and $2,091at March 31,2026 and December 31, 2025, respectively)27,45337,726Inventory16,75612,007Prepaid expenses10,67311,955Other current assets67,25360,264Total current assets3,152,5992,458,512 See accompanying notes to the unaudited condensed consolidated financial statements AST SPACEMOBILE, INC.CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED)(Dollars in thousands, except share and per share data) AST SPACEMOBILE, INC.CONDENSED CONSOLIDATED STATEMENTS OF COMPREHENSIVE LOSS (UNAUDITED)(Dollars in thousands) AST SPACEMOBILE, INC.CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY (UNAUDITED)(Dollars in thousands, except share data) AST SPACEMOBILE, INC.CONDENSED CONSOLIDATED STATEMENTS OF CASH FLOWS (UNAUDITED)(Dollars in thousands) AST SPACEMOBILE, INC.NOTES TO CONDENSED CONSOLIDATED FINANCIAL STATEMENTSMARCH 31, 2026(Unaudited) 1.Organization and Nature of Operations AST SpaceMobile, Inc., collectively with its subsidiaries (“SpaceMobile” or the “Company”) is currently designing,developing and manufacturing the constellation of BlueBird (“BB”) satellites and has begun launching its planned space-basedCellular Broadband network distributed through a con