SpaceX just reported earnings for the first time since going public โ and the numbers were a rollercoaster.
Revenue beat estimates by a mile (+92% YoY), EBITDA came in strong, and every business segment posted growth. So why did the stock give up its gains and drop 8% after hours?
In this special breakdown, Dave and Aman dig into:
0:27 SpaceX first earnings report ๐
5:45 how SpaceX makes money ๐ธ
6:38 the importance of EBITDA ๐
8:04 detailing SpaceX revenue ๐
12:55 bull and bear case for SpaceX stock ๐
17:13 chances of a SpaceX-Tesla merger ๐ค
23:40 Daveโs 60th birthday ๐
This is a special one-off episode โ full episode with our regular format comes out tomorrow. Thanks for tuning in!
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[ aman verjee = https://www.linkedin.com/in/aman-verjee | https://x.com/amanverjee ]
[ dave mcclure = https://www.linkedin.com/in/davemcclure | https://x.com/davemcclure ]
Disclaimer: This is not investment advice. We may hold positions in companies discussed. Do your own research.