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SpaceX's inaugural earnings report is in the books. CEO Elon Musk also hinted at $1 trillion in annual sales by 2029, though his base case is 2030. SpaceX also believes it can someday deliver the majority of the world's internet service and plans to launch a mobile communications product in 2027.
Shares of T-Mobile, AT&T, and Verizon Communications dipped late Tuesday after SpaceX said it planned to launch a mobile offering in 2027. SpaceX can use its Starlink space-based broadband product to offer service. Shares of T-Mobile were off 1.8% in after-hours trading.
SpaceX says it will build data centers exclusively using Nvidia's graphics chips.
SpaceX's revenue jumped 92 percent in the second quarter, beating analyst expectations by around $1 billion in its first earnings report since going public in June, the company announced Tuesday.Investors remain skeptical even with SpaceX beating expectations, Emarketer Senior Analyst Gadjo Sevilla told AFP. "I don't think people want to hear promises about the next five years or a mission to Mars," Sevilla said.
SpaceX has ramped up its purchases of Tesla Megapacks for its xAI data centers.
SpaceX’s capital expenditure was dominated by AI-related costs in the quarter and came in at $18.4 billion.
The company posted $7.8 billion in revenue, topping estimates, but capital expenditures of $18.4 billion rattled investors
Market Domination Overtime Host Josh Lipton welcomes Senior Business Reporter Ines Ferre to the show to break down SpaceX's (SPCX) first quarterly earnings report as a public company, highlighting the key takeaways for investors.
SpaceX reported on Tuesday a 92% rise in revenue for the April-June quarter, in its first earnings since going public, buoyed by strong growth in its Starlink satellite-internet and AI businesses. The company said it invested $18.37 billion in AI infrastructure, Starship and Starlink expansion. The stock could face additional pressure from the expiry of SpaceX's post-IPO lock-up period starting on Thursday, which may unleash a wave of insider and early-investor shares on the market.
SpaceX reported first-quarter sales of $7.8 billion and earnings before interest, taxes, depreciation, and amortization, or Ebitda, of $3.5 billion. Wall Street was looking for $6.8 billion and Ebitda of $2.
SpaceX stock went to the moon ahead of its highly anticipated earnings report. Shares gained 9.4%, closing at $125.33 in regular trading, according to FactSet. Watchers might consider the two-day gain a mini-squeeze, with short sellers preferring to take risk off the table ahead of the earnings report.
SpaceX is slated to report quarterly earnings after market close on Tuesday.
Options traders expect a 15% move as short bets and a massive share unlock raise the stakes.
Elon Musk has never been one to shy away from a battle with short sellers, and the stage is now set for a historic showdown over SpaceX (NASDAQ: SPCX). Following recent reports of a massive spike in bearish bets ahead of the company’s first earnings report as a public company, the billionaire CEO took to X to deliver a stark message: "I try to warn them, but they just double down …" — Elon Musk The brief but potent response echoes Musk’s long history of battling—and ultimately crushing—short sel
A $20 million options trade pays only if SpaceX stock nearly triples by Friday. Analysts think a bank built it.
SpaceX surged nearly 6% off its recent lows, giving bulls fresh hope that the post-IPO selloff has finally bottomed. But a looming lockup unlock, soaring put/call ratios, and a deeply shorted float tell a very different story about what comes next.
Long-term investors should focus on SpaceX's lockup expiration on Thursday.
Wall Street has reached a broad consensus about SpaceX’s shares: investors should buy them. Among 25 analysts with a stock recommendation for the space-and-artificial intelligence company, 21 suggest purchasing the stock or have an “overweight” rating on it, according to a tally from FactSet. SpaceX’s stock has been trading under its IPO price of $135 over the last couple of weeks, weighed down in part by the expectation that insiders will start selling shares when lock-up periods preventing them from doing so expire.
SpaceX revenue growth is seen ramping up, but capex too. Elon Musk may detail Falcon 9, Starship and Tesla plans.
Tesla's wholesale sales in China rose for the ninth straight month in July. Earlier this week CEO Elon Musk denied rumors unit might be for sale.
Space stocks are surging ahead of SpaceX's first-ever public earnings report, but with prediction markets flagging a 70% chance of a miss and a 911-million-share lockup expiry days away, traders face a tense setup that could cut either way.
If you're invested in telecoms, you need to put SpaceX's earnings report on your radar. The disruption that SpaceX represents has been a stressor ever since June 12 -- SpaceX's IPO date--when company President Gwynne Shotwell told CNBC that the opportunity for Starlink Mobile was huge. Shares bottomed out near $20 in early July, then recovered as SpaceX started to drop.
Tesla and SpaceX are both bleeding cash to chase Elon Musk's most audacious bets, but one of them gives investors a far clearer shot at riding the physical AI revolution before the other ever gets off the ground.
SpaceX received about 20% of its 2025 revenue from U.S. federal agencies.
Palantir just delivered one of the most jaw-dropping software quarters in recent memory, while SpaceX enters August weighed down by lock-up pressure and a skeptical prediction market. Two NASDAQ giants, two radically different risk profiles, and only one looks built for a strong month.
Palantir just posted numbers that a top Liontrust strategist calls proof that AI value is migrating up the stack, and she believes one private aerospace giant is about to force investors to rethink how they price a very different kind of flywheel.
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