AI illustration: SpaceX reaches $100 billion-plus ARR in December 2026
SpaceXBusiness & Money
Pending

SpaceX reaches $100 billion-plus ARR in December 2026

“As Bret mentioned, we are expecting to reach a $100 billion-plus ARR in December of this year.”
— Elon Musk · Aug 4, 2026 · SpaceX Q2 2026 earnings call, Elon Musk remarks, Aug 4 2026 (Motley Fool transcript) ↗
The fine print

Said on SpaceX's first earnings call as a public company (Q2 2026, Aug 4 2026). Distinct from #197/#245 ($1T annual *revenue* by 2030): this is a near-term *annualized revenue run rate* target for December 2026. CFO Bret Johnsen first stated the $100B ARR trajectory (including the pending Cursor contribution); Musk then endorsed it in his own words. Later on the same call he added the December figure 'is not a question mark' and is what SpaceX would hit 'if we basically did nothing.' Deadline = end of December 2026.

The Progression

Aug 4, 2026
The promise: “As Bret mentioned, we are expecting to reach a $100 billion-plus ARR in December of this year.” · SpaceX Q2 2026 earnings call, Elon Musk remarks, Aug 4 2026 (Motley Fool transcript) ↗
Today · Aug 14, 2026
Status: Pending · 139 days left. Still waiting.

On SpaceX's first earnings call as a public company (August 4, 2026), Elon Musk said the company expected to reach a $100 billion-plus annualized revenue run rate in December 2026. That is a near-term checkpoint on the way to his separate $1 trillion annual-revenue target for 2030. SpaceX had just reported $7.81 billion of Q2 2026 revenue, so the December run-rate implies a steep second-half ramp, including cloud-services contracts and the pending Cursor acquisition.

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