SpaceX Q3 Beat Masks a Far Bigger AI Capex Story: What It Means for SPCX

Posted on by Eben@CANSLIM Research

In a report on SpaceX’s strong third-quarter results and its ambitious terrestrial AI and connectivity plans, the analysis is explicit that the quarter, while positive, is not the main event: it is the outlook that matters. The research note describes a company revising its forward trajectory upward for a second time, with an annual revenue run rate of at least $100bn expected by year-end 2026, and an annual recurring revenue figure of $500bn-$1,000bn now floated for the end of 2027, driven mostly by terrestrial compute.

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