Trillion ARR and 18.4 billion in burn rate go hand-in-hand: SpaceX (SPCX.US) first quarterly report debates "growth versus cost"
智通财经2026/08/05 08:06Show original
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Golden Ten Data APP reported that after the US stock market closed on August 4, SpaceX (SPCX.US) released its first quarterly report since going public. Despite the company’s second-quarter revenue more than doubling and management issuing strong guidance for targeting an annual recurring revenue (ARR) of 100 billion USD by year-end, the stock price plummeted over 9% in after-hours trading. Amid explosive performance and surging capital expenditure, Wall Street is reassessing the risks and returns of this new “connectivity + computing power” infrastructure giant.
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