NPA SEC filings, in plain English
Everything New Providence Acquisition Corp. has filed with the SEC that we hold — 40 filings, newest first, 4 with a plain-English summary of what changed and why it matters. Every row links to the primary document on EDGAR, so you can check the source rather than trust us.
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What changed: AST SpaceMobile reported Q2 2026 revenue of $31.5M (up from $1.2M YoY) but net loss widened to $299.9M, including a $125.9M loss from the BB7 satellite de-orbit on April 19, 2026. The company raised ~$2.3B in new convertible debt (2036 2.25% and 2034 1.625% notes), repurchased $296.5M of 2032 notes via share issuance, and held ~$2.3B cash plus $434.6M restricted cash as of June 30, 2026. Why it matters: The SPAC is long-closed; this 10-Q shows accelerating commercial revenue and satellite deployment progress (BB8-13 launched) but mounting losses and a heavy ~$3.0B debt load. The BB7 loss and large capital expenditures ($859M in H1 2026) underscore execution risk as the company scales its constellation.
What changed: AST SpaceMobile (ASTS) reported Q2 2026 revenue of $31.5M and a net loss of $230.9M, with over $3.7B in pro forma cash as of June 30, 2026, bolstered by a $1.15B convertible notes offering in July 2026. The company now has 13 BlueBird satellites in orbit, a revenue backlog of ~$1.30B, and remains on track for $150M-$200M full-year 2026 revenue guidance. Why it matters: The filing confirms ASTS is scaling its constellation and monetizing both commercial and government contracts, with over $125M in new U.S. Government awards this quarter. The large cash position and low-dilution financing provide runway to continue production through BlueBird 46 and prepare for beta service in 2026.
What changed: AST SpaceMobile, Inc., the New Providence Acquisition Corp. successor, filed an 8-K attaching as Exhibit 4.1 an indenture dated as of July 20, 2026 between the company and U.S. Bank Trust Company, National Association as trustee, governing 1.625% Convertible Senior Notes due 2034. The indenture sets out the designation and amount of the notes, interest payment and defaulted amount mechanics, conversion and repurchase provisions, satisfaction and discharge, company covenants including Rule 144A information requirements, and events of default with acceleration and rescission terms. Why it matters: A new convertible issue is dilution deferred rather than avoided: holders of the 2034 notes convert into common stock if the shares appreciate, and the 1.625% coupon signals the conversion option, not the interest, is what investors are paying for. For a former NPA holder there is no trust or redemption right left, so the capital structure is the risk — the notes rank ahead of equity and carry standard acceleration on default. The principal amount and conversion price sit in the note terms rather than in this captured text.
What changed: AST SpaceMobile, Inc., the New Providence Acquisition Corp. successor, announced on July 15, 2026 a proposed offering of convertible senior notes due 2034 to qualified institutional buyers under Rule 144A, together with an intention to enter capped call transactions. Supplementing prior disclosure, it reported a preliminary unaudited liquidity update: total cash, cash equivalents and restricted cash of approximately $2,723 million as of June 30, 2026. The estimate is subject to quarter-end closing procedures and has not been audited, reviewed or examined by any independent accountants. Why it matters: Roughly $2.7 billion of cash before the raise means this is opportunistic financing rather than a funding necessity, and the capped call is the tell: the company is paying to push the effective conversion price above the notes' stated strike, limiting how much stock ultimately gets issued. For a former NPA holder that mitigates but does not remove the dilution from the 2034 notes. The liquidity figure is a preliminary estimate ahead of the quarter close, so it may move when full results are published.
In plain English
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Cash in trust / trust per sharethe cash the company is holding for each public share
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Accession numberthe SEC's unique id for one filing
Every figure on this page carries the accession of the filing that states it, so you can open the primary document rather than trust us.