Time to be in Space!! Wonder how are LEAPS doing?
SpaceX blew past expectations with $14.58 billion in revenue (vs. $12.72B expected) and $0.35 EPS (vs. $0.14 expected), driven by massive AI data center rentals and Starlink expansions. AI infrastructure demand and rapid Starlink scaling shows a hyper-growth trajectory….despite any potential cap-ex constraints.
Netflix just met revenue at $12.87 billion and beat EPS at $0.87 (vs. $0.82 expected), but tumbled 6% due to weak Q4 guidance..
Slower ad-product rollouts and subscriber normalization signal material growth hurdles..
Edit – Musk estimates $SPCX annual recurring revenue between 500Bn to $1 trillion by the end of 2027…
SPCX and NFLX. Tale of Two Outlooks..All-in with Space sector?
byu/Baabic ininvesting
Posted by Baabic
5 Comments
I’ll take netflix. Good numbers even though they didn’t put out a memorable series this year? I’m buying
Dropped netflix kn April haven’t missed it..They have nothing to offer content wise anymore.
Netflix doesn’t have huge ai spend they are not putting on the books yet , until they go live they don’t have to report datacenters spend . Which we know is 10s of billions
In NFLX. 68 cost basis and 3% of my portfolio. Gonna hold long term like 15 years or so
Musk estimates $SPCX annual recurring revenue to land between $500 billion and $1 trillion by the end of 2027…