REPLAY: SPACEX KEY CONTROVERSIES, TAKEAWAYS, & INDUSTRY IMPLICATIONS

WHAT: The New Street Research Space team will host a call discussing the key controversies emerging from SpaceX's 2Q26 results, including our views on the quarter's most debated topics and the implications for the broader space industry.

REGISTER: HERE

WHEN: MONDAY, AUGUST 10TH, 12PM ET/ 5PM UK
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​​​​WHY: The call will present the opportunity to discuss key controversies and topics the market is focused on coming out of the 2Q26 SpaceX earnings results including the following:

• AI capex
• Payback on compute – how long can it last
• Frontier lab outlook
• D2C buildout plans
• What other options for D2C
• Starship cadence
• Scale and scope of the broadband network
• Potential growth in non-consumer broadband revenues