NEXTNAV INC. (NN) Form 8-K — Aug 11, 2026

$NNForm 8-KItems 2.02, 9.01Filed Aug 11, 2026, 4:07 PM ET0001554855-26-001788Original filing

NextNav reported second quarter 2026 revenue of $1.15 million, down about 4% from $1.20 million a year earlier, with a net loss of $33.8 million, or $0.24 per share, improved from a $63.2 million loss, or $0.48 per share, in Q2 2025. The headline event is a sweeping balance-sheet cleanup: all $190 million of 5.00% senior secured convertible notes due 2028 were converted into roughly 15.2 million shares, leaving the company debt-free, and total stockholders' equity swung to $334.5 million from an $86.2 million deficit at year-end 2025.

Key figures

Revenue: $1.15 million (Q2 2026)
Net Income: -$33.8 million (Q2 2026 net loss, improved from -$63.2 million in Q2 2025)
Total Debt: 0
Revenue Yoy: -4.3% (Q2 2026 vs. $1.20 million in Q2 2025)
Total Assets: 389051000
Cash Position: $228.8 million in cash, cash equivalents and marketable securities; ~$298 million total available liquidity including $69.3 million warrant proceeds collected July 1, 2026
Shares Outstanding: 166997792
Six month eps: -$0.32 basic / -$0.33 diluted
Q2 operating loss: -$20.2 million (vs. -$17.2 million in Q2 2025)
Six month revenue: $2.15 million (down ~21.7% from $2.74 million in H1 2025)
Timing validation: ~20 nanoseconds field-validated timing accuracy
Six month net loss: -$44.4 million (vs. -$121.8 million in H1 2025)
Warrant redemption: ~14.8 million public warrants exercised at $11.50 generating ~$169.5 million gross; 318 thousand remaining warrants redeemed at $0.01
Share count change ytd: +23% (135.4 million to 167.0 million shares outstanding)
Debt extinguishment gain: $21.4 million (Q2 2026)
Total stockholders equity: $334.5 million (vs. -$86.2 million at December 31, 2025)
Convertible notes conversion: $190 million 5.00% Senior Secured Convertible Notes due 2028 converted into ~15.2 million shares; long-term debt reduced to zero
Six month operating cash burn: -$28.0 million

Price after filing

1 day: -5.4%7 days: +17.5%30 days: -5.4%

Close on the filing date to close N calendar days later (from $16.31). Historical, not a forecast.

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