SpaceX $100B ARR Yearend 2026 Guidance Over My $96 Billion ARR Bull Case
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 ...
Link :
https://www.nextbigfuture.com/2026/08/spacex-100b-arr-yearend-2026-guidance-over-my-96-billion-arr-bull-case.html
Link :
https://www.nextbigfuture.com/2026/08/spacex-100b-arr-yearend-2026-guidance-over-my-96-billion-arr-bull-case.html
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