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).

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