Every material Form 8-K AST SpaceMobile, Inc. has filed with the SEC since August 10, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
AST SpaceMobile said it will build its own 20-ton rocket, named Blacklift, to launch BlueBird satellites, starting in late 2028. It will pay about $800 million upfront for a license to make Firefly's Miranda and Vira engines and $500 million under a supply and services agreement. The filing gives no revenue, profit, or guidance figures, so its effect on financial results cannot be measured from this document.
Upfront license consideration of about $800 million: $400 million in cash plus 10 to 14 million Class A shares, based on a forward VWAP calculation
Supply and services agreement: $250 million for engines for the first three Blacklift launches and $250 million for engineering support over three years
Blacklift is designed for up to five BlueBird satellites per launch, with launches starting in late 2028
Company will host a Blacklift unveiling event on Thursday, November 12 in New York City
AST SpaceMobile entered into a new executive employment agreement with Andrew M. Johnson, its Executive Vice President, Chief Financial Officer and Chief Legal Officer, effective October 14, 2026, superseding his prior agreement. The filing sets out his base salary, bonus and equity eligibility and severance terms, which matter to shareholders as a routine update to a senior officer's compensation arrangements.
Initial term of three years starting October 14, 2026, renewing automatically for one-year terms unless either party gives at least 30 days' notice
Annual base salary of not less than $250,000, subject to annual review by the Compensation Committee
If terminated without Cause, for Good Reason or through non-renewal, severance includes 12 months of base salary continuation and 12 months of subsidized COBRA coverage
AST SpaceMobile's Compensation Committee adopted a Senior Management Change of Control Severance Policy on September 25, 2026, covering the CEO, President, and all Executive and Senior Vice Presidents. The policy sets cash severance, benefit continuation, and equity vesting terms that apply if an executive is terminated without cause or resigns for constructive discharge around a change of control.
Adopted September 25, 2026; applies to the CEO, the President, and all EVPs and SVPs, including all named executive officers
CEO payment multiple is 2.0 times base salary plus target bonus; other eligible employees receive 1.5 times
Benefit continuation runs 24 months for the CEO and 18 months for other eligible employees; performance awards convert to time-based awards on a change of control
AST SpaceMobile reported second-quarter 2026 revenue of $31.5 million, up from $1.2 million a year earlier, and reaffirmed its full-year 2026 revenue guidance of $150.0 million to $200.0 million. The net loss attributable to common stockholders widened to $230.9 million, or $0.77 per share, from $99.4 million, or $0.41 per share, a year earlier, after a $125.9 million loss on involuntary conversion. Shareholders face higher losses now, while the company points to a $1.30 billion revenue backlog and about $2.7 billion in cash and restricted cash.
Q2 2026 total revenues were $31.5 million, compared with $1.2 million in Q2 2025; six-month revenues were $46.3 million.
Net loss attributable to common stockholders was $230.9 million ($0.77 per share), compared with $99.4 million ($0.41 per share) in Q2 2025.
Total operating expenses were $329.1 million, including a $125.9 million loss on involuntary conversion.
Full-year 2026 revenue guidance of $150.0 million to $200.0 million was reaffirmed, and the company reported a revenue backlog of approximately $1.30 billion.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every AST SpaceMobile, Inc. filing is on SEC EDGAR ↗. 8-K briefs of other companies →