The Elon Musk-led rocket company spent $15.8 billion on AI projects in the second quarter and doesn’t plan to slow down.
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Advanced Micro Devices (AMD) and SpaceX (SPCX) are among the most polarizing releases investors have been waiting for, with shares facing an adverse reaction initially following the releases. But should investors mute the noise?
SpaceX is coming for large U.S. telecom providers. During the company’s first earnings call, SpaceX President Gwynne Shotwell referenced the revenue that AT&T, Verizon Communications and T-Mobile US pull in, and said Starlink would take aim at their subscribers. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” Shotwell said.
Although the revenue and EPS for SpaceX (SPCX) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
The company’s first earnings report as a public company shows a surge in revenue and the tab for capital expenditures.
Musk kept inflating the already-big promises being made by SpaceX CFO Bret Johnsen and Gwynne Shotwell on the company's first call.
Elon Musk's rocket, satellite and AI provider reported quarterly revenue of $7.8 billion, topping Wall Street forecasts.
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.
Options traders expect a 15% move as short bets and a massive share unlock raise the stakes.
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.
SpaceX received about 20% of its 2025 revenue from U.S. federal agencies.
Elon Musk is tying SpaceX and Tesla closer together, amid speculation of an eventual merger. Both stocks are up on Tuesday morning.
SpaceX stock faces its first earnings test. Here's what investors need to watch
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come on Tuesday, August 4, including SpaceX's (SPCX) first-ever earnings report, while Advanced Micro Devices (AMD) also releases quarterly earnings, and fresh employment data comes out in the form of the Job Openings and Labor Turnover Survey (JOLTS).
Elon Musk’s SpaceX today reports its first quarterly earnings as a public company. In the wake of its post-IPO stock drop and Tesla’s negative quarterly cashflow, what can investors expect? 🎧 The latest episode of the Tech News Briefing podcast gets into all of that.
Tesla and SpaceX have a lot of overlap. Both companies are all about AI and, of course, both are run by Elon Musk.
SpaceX (NASDAQ:SPCX) is due to publish its quarterly results after the close of trading on Tuesday, marking the company’s first earnings report since its highly anticipated stock market debut. The release is expected to provide investors with a clearer picture of whether the company’s financial performance supports the ambitious growth expectations that accompanied its listing, particularly as it continues to invest heavily in artificial intelligence and space technologies.
WASHINGTON, Aug 4 (Reuters) - SpaceX is increasingly reserving space on its rockets to launch its own Starlink satellites, crowding out rival space companies that have long depended on Elon Musk's
SpaceX is increasingly reserving space on its rockets to launch its own Starlink satellites, crowding out rival space companies that have long depended on Elon Musk's company to get their payloads into orbit. Starlink's share of SpaceX missions has grown year after year, rising from 54% of the Falcon 9 rocket's manifest in 2020 to about 79% so far in 2026, according to a Reuters analysis of launch data compiled by astrophysicist Jonathan McDowell. In recent months, at least seven spacecraft companies have been told that Falcon 9 is fully booked for all types of missions until 2028 or 2029, eight sources told Reuters. They added that the bottleneck is driven by SpaceX's plans to transition to the new Starship rocket, designed to be fully reusable and cheaper than Falcon 9.
Space Exploration Technologies Corp. (NASDAQ:SPCX) is doubling down on its satellite connectivity goals as the Elon Musk-led company is preparing to launch its second-generation Direct-to-Device (D2D) service in the third quarter of 2027, according to filings with the Canadian government on Monday. Natively Supported Devices The company had earlier partnered with Canadian Telecom company Rogers Communications Inc. (NYSE:RCI) in 2025 to launch Starlink’s first-gen system in the country, which is
Early trading in SpaceX stock has been wild. Coming into earnings, SpaceX stock was down 15% from its $135 IPO price and 43% from its record closing high of $201.80, reached on June 16. Recent short selling will only add to the SpaceX post-earnings volatility.
MoffettNathanson’s Julie Zhu called launch SpaceX’s “crown jewel” because its rocket capacity underpins Starlink and prospective orbital data centers.
SpaceX reports its inaugural quarterly numbers on Tuesday evening. A lot will be said about rocketry, AI, space, and even the future of human civilization. SpaceX is newly public and it just merged with Elon Musk’s AI company, xAI, in February.
SpaceX reports its first-ever quarterly earnings as a public company after the closing bell Tuesday, giving investors a detailed look at Elon Musk’s rocket, satellite and AI company after a rocky start to trading.