SpaceX $100B ARR Yearend 2026 Guidance Over My $96 Billion ARR Bull Case
by Brian Wang from NextBigFuture.com on (#77FGY)
SpaceX had their Q2 earnings call and guided to $100 B+ ARR. This was just over my bull case of adding three more Google Sized $11 billion per year ($1 billion per month) deals. Two weeks ago I made a video that indicated that SpaceX would add up to $36 billion per year of new ...