Rocket Report
Rocket Report
Recurring column covering the commercial space launch industry, including rocket development updates, test campaigns, company news, and market developments.
rocket report6 days ago5 min
SpaceX Q2 2026 Earnings: Revenue Doubles, But Musk's $100B Run-Rate Is a Fantasy
SpaceX's first quarterly earnings since its historic IPO show 92% revenue growth driven by AI hosting and Starlink, but the stock trades below IPO price as Musk's $100 billion ARR target faces skepticism.
rocket reportJun 30, 20265 min
Rocket Report: Nova’s Big Step, SpaceX’s $1.75T Gamble, and the Quiet Crisis in U.S. Launch Infrastructure
Edition 8.45 of the Rocket Report: Stoke Space’s Nova clears structural tests, SpaceX’s IPO reveals its true nature as an AI infrastructure play, and the U.S. launch system is fraying at the seams—while offshore launch and international sites quietly fill the gaps.