• SpaceX posted its Q2 2026 earnings transcript from an Aug. 4 webcast attended by Elon Nusk, Gwynne Shotwell, Bret Johnsen, Andrea Williams.
• Revenue USD 7.8 billion; net loss USD 541 million; adjusted EBITDA USD 3.5 billion; capex USD 18.4 billion, including USD 15.8 billion for AI compute.
• Starship V3 logged two successful flights; Flight 14 set to deploy V3 Starlink satellites; first-stage catch attempt targeted this month.
• Starlink added 1,700,000 consumer subscribers; ARPU USD 66; operational satellites about 10,200; enterprise and government revenue rose 108%.
• IPO raised USD 85.7 billion; USD 25 billion investment-grade senior notes issued; cash USD 100 billion; target USD 100 billion ARR by December.

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