SpaceX Aims for $100B Revenue Run Rate by Late 2026, With $6.7B in Contracted Cloud Revenue

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