AST SpaceMobile 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 June 30, 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 (Registrant’s telephone number, including area code) (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 August 6, 2026 there were 299,789,305 shares of Class A common stock, $0.0001 par value, 11,215,111 shares ofClass B common stock, $0.0001 par value, and 78,163,078 shares of Class C common stock, $0.0001 par value, issued andoutstanding. AST SPACEMOBILE, INC.FORM 10-Q FOR THE QUARTER ENDED JUNE 30, 2026 TABLE OF CONTENTS PagePart I. Financial Information1Item 1. Financial Statements1Condensed Consolidated Balance Sheets as of June 30, 2026 and December 31, 2025 (Unaudited)1Condensed Consolidated Statements of Operations for the three and six months ended June 30, 2026 and 2025(Unaudited)2Condensed Consolidated Statements of Comprehensive Loss for the three and six months ended June 30, 2026 and2025 (Unaudited)3Condensed Consolidated Statements of Stockholders’ Equity for the three and six months ended June 30, 2026 and2025 (Unaudited)4Condensed Consolidated Statements of Cash Flows for the six months ended June 30, 2026 and 2025 (Unaudited)6Notes to Condensed Consolidated Financial Statements (Unaudited)7Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations26Item 3. Quantitative and Qualitative Disclosures About Market Risk44Item 4. Controls and Procedures44Part II. Other Information45Item 1. Legal Proceedings45Item 1A. Risk Factors45Item 2. Unregistered Sales of Equity Securities and Use of Proceeds45Item 3. Defaults Upon Senior Securities45Item 4. Mine Safety Disclosures45Item 5. Other Information45Item 6. Exhibits46Signatures47 PART I - FINANCIAL INFORMATION AST SPACEMOBILE, INC.CONDENSED CONSOLIDATED BALANCE SHEETS (UNAUDITED)(Dollars in thousands, except share data) 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 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 STATEMENTSJUNE 30, 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 constellation of low Earth orbit (“LEO”) satellites. Once deployed andoperational, the BB satellites are designed to provide connectivity di