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AST SpaceMobile targeted roughly 45 BlueBird satellites in orbit during 2026 and reported Q1 results. The proof gate is satellite count, revenue ramp, cash balance, and operating expense discipline.
Q1 2026 revenue beat, raised revenue guidance, and the first sixth-generation 256-qubit system sale. The proof gate is RPO conversion, organic revenue growth, and adjusted EBITDA loss discipline.
Redwire has fresh space and drone headlines, but the real RDW proof gate is whether record backlog converts into profitable revenue and cash without new dilution pressure.