AST SpaceMobile, Inc.

In the quarter ended September 30, 2026, none of our directors or officers (as defined in Rule 16a-1(f) of the Exchange Act) adopted or terminated a plan for the purchase or sale of our securities intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) or a non-Rule 10b5-1 trading arrangement for the purchase or sale of our securities, within the meaning of Item 408 of Regulation S-K.

On November 6, 2026, we entered into the License Agreement and the Supply and Services Agreement with Firefly to build our own 20-ton rocket to deploy BB satellites in LEO using Miranda and Vira engines from Firefly.

On November 6, 2026, we and Rakuten agreed to establish a joint venture in Japan to own and operate a constellation of mid-band LEO satellites. The J-LEO Constellation is expected to be capable of providing direct-to-device communications network in Japan to commercially available devices including in the event of disasters and other emergencies, and D2D communications network globally subject to regulatory approvals.

For information regarding the above transactions and agreements, see Note 15 Subsequent Events of our notes to the unaudited condensed consolidated financial statements included in Part I, Item 1 of this Quarterly Report, which section is incorporated by reference into this Part II, Item 5.