AST SpaceMobile
ASTS · 深度研究报告 · In-Depth Research Report
Q4营收$5430万同比增长2731%超预期38%、全年2025营收$7090万达指引上限、全球超50家MNO合作伙伴覆盖近30亿潜在用户、$12亿合同收入承诺已锁定、$39亿流动性支撑全年发射计划、BlueBird 6创史上最大商业通讯阵列部署纪录——今天的约$76，是参与全球唯一太空直连宽带平台从「建造公司」向「营收公司」历史性转型最关键的建仓节点 Q4 revenue of $54.3 million grew 2,731% year-over-year and beat expectations by approximately 38%; full-year 2025 revenue of $70.9 million reached the upper end of guidance; global partnerships with more