SpaceX reports Q2 revenue of $4.29B from its connectivity division, which includes Starlink, $100B of cash and marketable securities, and a $47.5B order backlog
THE SO WHAT
With $4.29B in quarterly connectivity revenue, $100B in cash and securities, and a $47.5B backlog, SpaceX is now a capital-rich infra player, not just a launch company. If your product depends on global connectivity or edge compute, you need a view on how Starlink fits—or competes—with your current cloud and telco assumptions.
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