|
|
|
|
|
20.10.26 - 23:09
|
SpaceX Jumps On Blowout Quarter As AI Sends Revenue, EBITDA Soaring (ZeroHedge)
|
|
|
SpaceX Jumps On Blowout Quarter As AI Sends Revenue, EBITDA Soaring
As we wrote in our preview, hopes are high for what SpaceX will report today. The company is expected to report solid revenue growth, however more than offset by far more solid capex growth which will result in SpaceX burning almost a quarter trillion over the next 3 years as it builds out its data center capacity. Notably, SpaceX could post its first quarterly profit today - though this is only its second earnings report as a public company. Wall Street expects earnings of 15 cents a share, or about $1.9 billion in net income, compared with a $541 million loss last quarter.
Besides the top and FCF lines, Deutsche's list of "other areas of focus" is a good checklist of what else to look for:
AI: neocloud pricing and new contracts, the Cursor contribution, Grok Bot adoption, and the data center capex outlook (read: any hint that 2027 capex starts with a "2").
Launch: timing of the next few launches after ...
|
|
|
|
|
|
|
|
|
|
|
|
|
20.10.26 - 22:42
|
SpaceX’s AI business is beating expectations (TechCrunch)
|
|
|
SpaceX's data centers and Grok agents have been more profitable than investors expected in second quarter of the year, as the company leaves its roots as a space company behind to focus on artificial intelligence, which now makes up 52% of its income. Elon Musk's deep conglomerate reported on Tuesday $14.6 billion in third-quarter revenue. […]...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
