$NBIS ABSOLUTELY DESTROYED THEIR EARNINGS
• Revenue $399M vs. Est. $389M
• EBITDA $130M vs. Est. $91M
• ARR $1.92B vs. Est. $1.81B
• AI Cloud Revenue: $390M (+841% YoY)
2026 Guidance
• ARR $8.0B vs. Est. $7.2B
• Contracted Capacity: 3.5GW
We are excited for this weekend's launch. Big rocket and the biggest satellite!
BlueBirds 8 - 32 in production in TX, next batch getting ready to ship. More structures arriving by the big Antonov, the next seven did arrive this week.
We are accelerating our buildout space-based cellular broadband together with our 50+ mobile operator partners with nearly 3 billion subscribers.
🌎🚀📶📱
Built in Texas. The future of connectivity.
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
$ASTA - Colin Symons, Lloyd Financial Group.
”My personal favorite in the broad selection is AST SpaceMobile”
“If AST SpaceMobile has a better technology to do that now, we they’re worth $35B, and Starlink is supposed to be worth $1.3T, that seems like quite the disparity”
https://t.co/JxCpCr2vqw
Everyone wants to find a position that can 10 X, 50 X or even 100 X.
The next $NVDA
It is almost impossible to achieve without a strong Moat and even harder to hold without one
There is one company right now that I believe can comfortably 10 X from here in 3-5 years because of how powerful their Moat is
Current Market Cap is $20 Billion and can comfortably reach $200 Billion and still be undervalued
$ASTS
Honestly, I feel sad for people who deliberately choose not to have kids, especially because they think it’ll ruin their lives.
It’s incredibly hard but it’s also by far the most incredible life experience. Nothing comes close to raising your own kids and watching them turn into their own little person as they get older.
Seriously the best
NFL fan as a kid:
Regular season
Postseason
Season ends.
NFL fan as an adult:
Senior Bowl
Combine
Franchise/Transition Tag
Free Agency
Draft
Rookie Camp
OTA’s
Mandatory Minicamp
Training Camp
Cut Day
Preseason
Regular Season
Trade Deadline
Postseason
•Repeat•