Sourced evidence
Edited Transcript: SpaceX Second Quarter 2026 Webcast, August 4, 2026
CFO: capex in next two quarters similar to Q2 (~$18.4B); target $100B ARR by end of 2026; expect to end 2026 at over 2 GW of compute capacity. Source extract: "the next two quarters are very similar to the current quarter from a Capex level perspective"
- Type
- Company filing or release
- Published
- August 4, 2026
- Confidence
- 90/100
- Filed under
- SpaceX
Cite this
InsightNodes, "Edited Transcript: SpaceX Second Quarter 2026 Webcast, August 4, 2026" (SpaceX). Source: SpaceX (investor relations), August 4, 2026, https://s21.q4cdn.com/184289198/files/doc_financials/2026/q2/SpaceX-Q2-2026-Earnings_Transcript-FINAL.pdf. https://insightnodes.com/claims/e/spacex-analyst-q2-2026-webcast-transcript-2026 (accessed October 30, 2026).
This page has a permanent address — link to it from notes, articles or models. Not investment advice.