Prof G Markets · Thursday, July 16, 2026
Ed Elson anticipates SpaceX's upcoming quarterly report to be positive, citing good growth rates and potential revenue from rental agreements. However, he acknowledges that the company still faces scrutiny over its long-term AI profitability and overall valuation.
“And and I'll say too, I expect a quarterly report to be, uh, glorious.”
“You know, we have pretty good growth rates, uh, for even for 2026. Um, and and I think if they did it kind of according to the classical IPO playbook, um, they've got two quarters of numbers pretty much in the bag that they will be happy to share, right?”
“And and I'm looking mostly at those those rental agreements with, um, uh, with Antrophic and Google and and the other one that are pretty, you know, nice chunks of revenue at low marginal cost.”