Oklo (NYSE: OKLO) posted its first-ever quarterly revenue of $1.21 million, while AST SpaceMobile (NASDAQ: ASTS) recorded $31.52 million alongside a nine-figure launch loss. Oklo’s cash position of $97.13 million is considerably thinner, and with a first-power target of late 2027 to early 2028, the company is asking investors to underwrite a long wait for tangible commercial output. AST SpaceMobile’s full-year revenue guidance of $150 million to $200 million will be tested by how quickly the company can reach 45 satellites in orbit by early 2027 and activate beta service commercially.