Space X

NAS:SPCX is set to report the Q2’26 earnings after the close on August 4 with the following consensus estimates as follows:

  • EPS loss of $0.23
  • Revenue of $6.82 billion, up from $4.7 billion in Q1

The big story with Starlink is suddenly the xAI business might see a huge boost in revenues due to a couple of potential short-term AI contracts with Anthropic and Google. The combined deals unlock $80 billion in annual revenue for a company that only generated $18.7 billion in revenues last year.