If you’re tracking space stocks—tomorrow it’s better not to blink.
Because after the
$SPCX report, the market got a very serious signal.
$7.8 billion in revenue.
+92%.
With a full-year forecast of just $6.7 billion.
Starlink is already at 12 million subscribers after a record 1.7 million net adds in the quarter.
AI compute? +247%.
Up to $2.6 billion.
Starshield? Even more—$6 billion in new government contracts.
And then it gets even more—this is a “we’re here for the long haul” type of statement—the target is a $100 billion annualized run rate by year-end.
And now attention shifts to $RKLB and $ASTS.
Both companies report tomorrow after the market close.
SpaceX has just thrown down a challenge to the entire sector.
Now we’ll see who answers.
$SPCXB #SpaceStocks #ASTS