The biggest event today/tomorrow early morning
is none other than SpaceX's first earnings report release
Currently, several institutions forecast Q2 revenue for this year
to be around $6.8 to $6.9 billion
with an EPS loss of $0.23 to $0.26
Looking at the forecast over the next 5 years,
AI revenue growth is the fastest,
rising from 3.2B last year to an estimated 322B by 2030,
almost a hundredfold increase
Starlink is currently the main and steadily growing source of revenue.
Recently, Hughesnet filed for bankruptcy,
mainly because Starlink has taken a large number of its users.
Subscriptions dropped from a peak of 1.5 million to about 640,000
As for the space data centers that Musk has been mentioning,
they will not start deployment until 2028.
Although Musk has said
he would be very surprised if SpaceX does not exceed $1 trillion in revenue by 2030 or 2031,
including this segment in the calculation,
several institutional models still estimate it will only become a major revenue source for SpaceX by 2035
$SPCX
