Emily Flippen

Keith, AST SpaceMobile's deal with Verizon announced last month provided a major catalyst for the stock, but is that just the latest in a string of contracts for the company, right?

Well, I fully came into this podcast with Quantum Stocks and Space Stocks and CoreWeave, fully expecting to just be ready to dismiss out-of-pocket the stocks we're talking about.

I will say, though, with Space Mobile, that is one that I'm looking forward to digging into a bit more, because I really think there might be a there there, even with 2026, to your words, Jason, potentially being a make-or-break year.

Keith and Jason, thank you both so much for joining today.

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For Jason Hall, Keith Spites, and the entire Motley Fool Money team, I'm Emily Flippen.

We'll see you tomorrow.

Well, the most obvious thing is their return to operating losses for the first time in nearly four years.

I actually think that's largely what led to this mentality of shoot first, ask questions later, because the headline numbers came in.

And you can call it Wall Street, but I would also add algorithmic traders,

all of these different pundits that are coming in and trying to evaluate this quarter, they see that operating loss and they see guidance that came in weaker than expected.

And it was, oh my gosh, the growth story for Axon is over.

I don't know what to make of this.

But the reality is that a lot of this was expected.

Some of the losses were driven by tariffs, which obviously weighed on margins.

But in my opinion, this was actually a really strong quarter.