G
George Pullen
2
APPEARANCES
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Aug 7, 2026
SpaceX's Q2: A Neo Cloud With a Rocket Side Hustle
3:24
3:31
3:42
3:59

Laura WinterHOST
So George, want to start with earnings and then the unlock, like how that all works?

George PullenGUEST
So it's typical for companies when they become public, like SpaceX has become, to make regular quarterly earnings calls.

George PullenGUEST
It gives chance for analysts to dive into the numbers of what's happening with the business now that there's a greater amount of transparency again, because they're now a public company, just like General Mills or GE, right? They're the types of companies now that anyone can see what's going on inside of.

George PullenGUEST
That means analyst coverage is also going to be making sure that they know what's happening and then they'll also issue their own reports, right? So you have the earnings announcements and reports and then you have the analyst coming in and giving their thoughts on the reports.
44 MINS LATER
Space Money: At $1.77 Trillion It’s SpaceX IPO Day!
29:18
29:24
43:45

George PullenGUEST
Right, and somewhere along the way, it said, well, actually, we're a battery company.

George PullenGUEST
And as it went through its pivots and maturations, which, by the way, companies are allowed to do big or small.
14 MINS LATER

Chris QuiltyGUEST
You know, is this a pop right around the IPO or does it continue out into the balance of the year and, you know, for the next five to 10 years?