Hello, SpaceX’s IPO is now the biggest public listing in history, but the number is only part of what investors need to understand. The Information has been months ahead of the story. Our latest coverage adds a new layer: SpaceX’s low-profile CFO, Bret Johnsen, is trying to keep a grip on the company’s wildest moment yet as it prepares for Wall Street. Before it’s everywhere, it’s in The Information. Subscribe for $299 and save 25% on the first year to stay ahead of the SpaceX IPO story, and the companies shaping the next wave of mega IPOs, including Anthropic and OpenAI. April
| April 9 |
Leadership changes ahead of the roadshow We reported on SpaceX’s continued C-suite shakeups as the company prepared to court investors, including executive changes tied to xAI and the company’s push to clean up its financial profile ahead of the IPO. |
| April 14 |
Starlink emerges as the financial engine Our reporting showed how much SpaceX depends on Starlink, which generated $11.4 billion in revenue last year, accounting for roughly 61% of SpaceX’s total revenue. |
| April 21 |
The bankers behind “Project Apex” We revealed the Wall Street jockeying behind SpaceX’s IPO, internally known as “Project Apex,” including the competition among top banks to lead what became a record-breaking offering. |
| April 21 |
Musk’s next payout comes into focus We reported on the SpaceX milestones that could unlock another massive Musk payday, from market cap growth to orbital data centers. |
| April 29 |
Starlink’s growth comes with pressure We reported that Starlink’s subscriber growth came with falling average revenue per user, adding pressure to SpaceX’s strongest business. |
| April 30 |
Musk’s AI ambitions reshape the IPO story We reported how xAI changed SpaceX’s financial profile, adding new risk to an already capital-intensive business. |
May
June
On Wednesday, June 10th, at 12pm PT, our SpaceX team will discuss their reporting in an exclusive subscriber-only Q&A session the day before SpaceX goes public. Hear from journalists who know this story from the inside. The SpaceX IPO didn't happen overnight. The Information has been reporting on the signals—from leadership moves and investor windfalls to Starlink's growth and banker jockeying—long before they became headlines. Subscribe for $299 and save 25% on the first year to understand the story before the market catches up.
For even deeper access, The Information Pro includes exclusive SpaceX coverage, Deep Research reports, org charts for 60+ leading companies, AI data center databases and more. Subscribe for $749 and save 25% on your first year. |
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