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On October 24, 2026, Space Exploration Technologies Corp. entered a binding commitment letter with an entity managed by Apollo Global Management, Inc. for a master finance lease covering GPU pods and related equipment for selected data centers. The company expects aggregate principal payments under the lease schedules to total approximately $40 billion; each schedule would run approximately five to five and one-quarter years, with quarterly rent payable in advance generally consisting of one-twentieth of finance...
SPCX filed its 10-Q; the most relevant disclosure change is expanded Customer concentration: Customer B represented 34.5% of Q3 2026 revenue (SI segment) and Customer A represented 16.6% of Q3 2026 revenue. One customer represented 27.7% of Accounts receivable, net as of September 30, 2026. Customer concentration: Customer A represented 16.6% of revenue; Customer B represented 34.5% of revenue.
Management's follow-up to the Q3 2026 release centered on the operational validation of the Starship tower-catch system and a deep dive into the technical hurdles of the company's X-integrated media strategy. While the initial alert was a placeholder for the event link, the call provided significant color on the 'Starship 5' catch attempt—described by the team as the most complex maneuver to date—and revealed an internal push to standardize 4K high-fidelity broadcasting despite ongoing network jitter and transco...
Space Exploration Technologies Corp. (SPCX) completed its previously announced merger with Anysphere, Inc. (Cursor) on August 14, 2026, with Merger Sub X67 Inc. merging into Cursor, which survived as a wholly owned subsidiary. The implied equity value of Cursor was $60.0 billion, with outstanding Cursor common and preferred stock converted into an aggregate of 389,289,254 shares of SPCX Class A common stock at a price per share equal to the volume-weighted average closing price over the seven trading days preced...
SpaceX management delivered a highly confident update following its Q2 earnings release, highlighted by a significant pull-forward of long-term revenue targets and aggressive scaling of its AI compute infrastructure. CEO Elon Musk and CFO Brett Johnsen detailed a path to $100B in annualized revenue run-rate (ARR) by December 2026, driven by the transition to Starship-launched Starlink V3 satellites and a compute segment that is already generating positive EBITDA with sub-one-year capital paybacks. With Starship...
SpaceX reported Q2 2026 revenue of $7.814 billion, up 92% year-over-year from $4.071 billion, with net loss of $541 million (an improvement of $467 million versus a $1.0 billion net loss a year ago) and Adjusted EBITDA of $3.538 billion, up 191% from $1.214 billion. No prior formal guidance was disclosed for comparison; this is the company's first quarterly earnings report following its June 15, 2026 IPO on Nasdaq. The company ended the quarter with $100 billion in cash, cash equivalents, and marketable securiti...
SPCX filed its 10-Q; the most relevant disclosure change is added Initial public offering: On June 15, 2026, the Company completed its IPO, issuing and selling 638,888,888 shares of Class A common stock at $135.00 per share, generating $85,675 million in net proceeds after $575 million of underwriting commissions and offering costs. Customer concentration: Customer A represented 18.3% of revenue; Customer A represented 17.9% of revenue.
SpaceX announced it will post financial and operational results for the second quarter of 2026 after market close on Tuesday, August 4, 2026. SpaceX management will host a live audio-only webcast the same day at 3:30 p.m. CT / 4:30 p.m. ET to discuss the results. The webcast and replay will be hosted at ir.spacex.com, with pre-registration available through events.q4inc.com, and the event will also be livestreamed on X @SpaceX. No financial figures, guidance, or operational metrics were disclosed in this announc...