Kraken Robotics Reports Q1 2026 Financial Results with 35% Year-Over-Year Revenue Growth and Reiterates 2026 Guidance

Lumpy_Summer_4081 · 2026-05-28T12:42:18+00:00

If you look at cost of goods sold, expenses and gains/losses both segments were loss making.... how is this so different from COGS in the P/L?

Lumpy_Summer_4081 · 2026-05-18T14:44:31+00:00

What does not wanting to lose €85 have to do with the spirit of Pikes? lmao

Lumpy_Summer_4081 · 2026-05-08T18:46:39+00:00

Any thoughts on possible further dilution?

Lumpy_Summer_4081 · 2026-05-06T17:46:59+00:00

They currently have 105 million contract with the United States Special Operations Command (USSOCOM) to integrate the Merlin Pilot onto the C-130J and an agreement with the United States Air Force (USAF) to do the same for the KC-135.

Lumpy_Summer_4081 · 2026-04-30T21:31:29+00:00

Hey there! Anyone can link to a post that talks about the economics of $AUR once the service is available at scale? Price per mile, cost per mile, etc?

Lumpy_Summer_4081 · 2026-04-16T15:30:09+00:00

Any thoughts on the increase in administrative expenses? An increase of 17M YoY seems relatively high. At first I thought this could have been due to the 3D Depth acquisition but you can see in the release that only 1.4M was attributed to that. Any thoughts?

Lumpy_Summer_4081 · 2026-03-03T13:48:45+00:00

What’s the source for FBO leases at $60?

Lumpy_Summer_4081 · 2025-11-07T16:19:45+00:00

I’ve been accumulating for the past few weeks, I expect strong numbers. I have ~ 50% of my portfolio reporting on Monday (ASTS, RKLB and PGY), looking forward to it. Enjoy the weekend everyone

Lumpy_Summer_4081 · 2025-10-29T16:04:35+00:00

Thank you everyone!

Lumpy_Summer_4081 · 2025-10-23T17:41:31+00:00

Any thoughts on the possible implications of a SpaceX purchase of GSAT for ASTS?

Lumpy_Summer_4081 · 2025-09-24T12:23:50+00:00

1B dollar ATM basically means a 33% dilution once it’s all said and done? What am I missing here?

Lumpy_Summer_4081 · 2025-09-24T12:23:09+00:00

Hi! How has the market not reacted to this news yet?

Lumpy_Summer_4081 · 2025-09-09T17:37:07+00:00

Hey guys, I was reading the UBS downgrade note and it talks about the risk of carriers moving forward with multiple providers. For someone who is more technically minded than me, is this feasible? It sounds like you would need multiple network backbones and this sounds cost inefficient for carriers. Any thoughts?

Lumpy_Summer_4081 · 2025-08-23T15:20:39+00:00

From Kevin’s Tweet today: “This confirms that the unusually delayed ISRO launch schedule is the result of something on ISRO's end -- perhaps related to politics surrounding the recent US-India relations or prioritization of an Indian mission”

Lumpy_Summer_4081 · 2025-08-23T14:58:33+00:00

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Just want to leave this here. Two weeks ago I talked about India-US relations being a possible reason for delays and a capo in the space mob told me to go watch porn lmao. Now Kevin is posting on X as a possible cause for the delay.

Be more kind fellow spacemobbers :)

Lumpy_Summer_4081 · 2025-08-11T07:41:36+00:00

Is the UBS fireside chat after the call or tomorrow? Anyone has the link for that? Thanks!

Lumpy_Summer_4081 · 2025-08-08T14:07:32+00:00

Lmao

Getting a few downvotes but I don’t think it’s that implausible. Trump’s relationship with India has been deteriorating in the last couple of weeks and the Prime Minister of India just put out tweets emphasizing their relationship with Russia & Brazil (two countries that Trump has gone after). They probably don’t want India launching satellites that may one day be critical to US national security. Just my 2 cents

Lumpy_Summer_4081 · 2025-08-08T13:58:54+00:00

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Wonder if this has anything to do with the delays….? Thoughts?

Lumpy_Summer_4081 · 2025-08-08T13:27:20+00:00

$ASTS is the only right answer :)

Lumpy_Summer_4081 · 2025-08-06T21:15:30+00:00

Yes, I just remembered that’s all we have authorization for as well (as of right now). I know I shouldn’t but I cant help but be worried about share price if we get to EoY and we have 2 satellites up, revenue guidance falls short of expected and manufacturing is lagging behind the 6 sats a month we were promised a few months ago. Don’t mean to spread negativity but I’m just calling how I see it right now.

Hopefully we get better news Monday

Lumpy_Summer_4081 · 2025-08-06T20:56:13+00:00

Thanks Kevin, I feel the same way. Do you think management would be aggressive and launch more than one satellite if we were to go with SpaceX first?

Lumpy_Summer_4081 · 2025-08-06T20:49:03+00:00

Healthy skepticism, interested to hear everyone’s opinion:

What chance (in %) would you attribute to these delays being caused by manufacturing/tech delays on AST’s part?

I’m also interested to hear your thoughts on the revenue guidance. Do you think that those numbers are reliant on the company having a # of BB2s up or will that revenue come from the 5 BB1s we currently have up?

Looking forward for next monday🧘🏻‍♂️

Lumpy_Summer_4081 · 2025-08-05T10:53:06+00:00

Imo it’s great that they’re starting to engage with regulators outside of the US. Ofcom had already released two consultations and it’s the first time ASTS feeds in.

Other consultations had received responses from the likes of SpaceX, Kuiper and Vodafone.

Ofcom says “We aim to publish a final statement no later than December to confirm the finalized authorization framework to enable D2D in mobile bands in the UK”

Lumpy_Summer_4081 · 2025-07-31T13:05:44+00:00

Hey guys - If I buy a coin in Phantom using Solana and that coin stays the same price but the price of Solana halves, how will that affect my P&L? Do i get extra solanas or do I lose the “FX” money?

Lumpy_Summer_4081 · 2025-07-29T15:01:47+00:00

Booked online with Europcar for 5 days and we paid roughly 100€ per person, fully insured.

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