AI illustration: SpaceX reaches $100 billion-plus ARR in December 2026
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.”
What actually happened

Fetched Sep 5 2026: SpaceX's Q2 2026 results (revenue $7.8B; CFO on the Aug 4 call) still target $100 billion-plus ARR in December 2026. Q2 run-rate was about $31B annualized. Deadline has not passed. Status stays pending. Motley Fool transcript — SpaceX Q2 2026 call: $100B+ ARR still targeted for December 2026 (fetched Sep 5) ↗

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 · Sep 10, 2026
Status: Pending · 112 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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LAST CHECKED 2026-09-05

SpaceX’s record

Delivered
9
50% of resolved claims delivered.
Missed
9
Deadline passed, still no-show.
Still open
30
On the clock now. All 48 SpaceX claims →

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