AI brief of an SEC Form 8-K · AST SpaceMobile, Inc. (ASTS)

AST SpaceMobile to build own 20-ton rocket, Blacklift, using Firefly engines

Mixed Impact 4 of 5 product/contract

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.

Key points

  • 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

The filing

CompanyAST SpaceMobile, Inc. (ASTS)
Form8-K, current report
Filed with the SECNov 6, 2026, 5:00 PM ET
Accession number0001493152-26-050513

Items reported: 7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 7:05 AM ET, from this filing only.

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.