SpaceX Targets $100B Revenue Run Rate by End of 2026, With $6.7B in Contracted Cloud Revenue

On SpaceX's first earnings call as a public company, CFO Bret Johnsen said the company is on a trajectory to reach $100 billion in annualized revenue run rate by end of 2026, including contribution from Cursor. Johnsen also disclosed $6.7 billion in already-contracted cloud services revenue over six months beginning October 2026, with new compute capital deployments achieving sub-one-year payback.