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Wednesday, November 11, 2026

Firefly updates 2026 revenue outlook to $440m-$450m amid $1.3b AST SpaceMobile partnership

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Earnings Call Insights: Firefly Aerospace Inc. (FLY) Q3 2026

Management View

  • “Our intellectual property, Supply and Services Agreement valued at more than $1.3 billion marks the beginning of a 3-year partnership” with AST SpaceMobile, CEO Jason Kim said, adding, “As a nondilutive agreement, this more than $1.3 billion

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