# @benzinga on YouTube

- **Type:** Video
- **Original URL:** https://youtube.com/watch?v=SJ7WdjOCIDU
- **Gondola URL:** https://gondola.cc/posts/68664240-benzinga-youtube
- **Thumbnail:** https://img.gondola.cc/tr:w-,h-,fo-auto/postThumbnails/231b976f09.jpg
- **Posted:** 2026-08-04T19:22:19.000+00:00
- **Account Owner:** Benzinga | News That Moves (@benzinga) — https://gondola.cc/benzinga

## Caption

SpaceX is set to report its very first quarterly earnings as a public company Tuesday after the closing bell, with the earnings call beginning at 4:30 p.m. ET. With no prior public results to compare against, investors and analysts are focused squarely on management commentary, forward guidance, and what CEO Elon Musk says publicly for the first time as the head of a traded company.
Analyst expectations: Revenue of approximately $6.93 billion and a net loss of about 26 cents per share.
Prediction market color from Kalshi: "Data Center" at 92% likely to be mentioned. "Cursor" at 92% SpaceX agreed to acquire the AI coding company for $60 billion in stock, with the deal expected to close this quarter. "AI" sits at 85% and "Grok" at 84%. "Moon" at 89% and "Mars" at 79%. Meanwhile, "Merge/Merger" trades at only 38% on the company board and 24% on Musk's board days after the Wall Street Journal reported that Tesla executives had been told to prepare for a potential SpaceX merger, which Musk called "absurdly fake news."
The Starlink angle: Starlink generated 60% of SpaceX's 2025 revenue and is the only reliably profitable unit. Starlink missions now make up roughly 74–80% of Falcon 9 launches, and SpaceX has stopped accepting new rideshare bookings past 2028, with manifests reportedly full into 2029.
The lockup risk: Thursday marks the first window for 911.5 million insider and early-investor shares to be sold a block worth roughly $104 billion at Monday's closing price of $114.53.
A Benzinga viewer poll found 52% of respondents expect the stock to trade lower after tonight's report. SpaceX's IPO price was $135; the stock hit an all-time high of $225.64 before pulling back significantly.
Image: Shutterstock via Frederic Legrand - COMEO.
Watch the live earnings call on Benzinga's YouTube channel or by clicking the link at the bottom of this video.

#SpaceXStock #SPCX #SpaceXEarnings

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- **Views:** 6,040
- **Likes:** 35
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- **Comments:** 3

## Tags

spacexearnings, spacexstock, spcx

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