Tecnologia do Blogger.
RSS

SpaceX’s IPO target, CFO and months of signals

Get Early Access to Black Friday

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

May 19 The investors positioned for historic returns

Our reporting broke down who stood to benefit most from SpaceX’s IPO, including early backers such as Founders Fund and Valor Equity Partners.

May 20 The biggest reveals from SpaceX’s IPO filing

After obtaining drafts of SpaceX’s confidential S-1 prospectus, we analyzed the details investors would be watching closely, from financial performance to governance.


June

June 2 Valuation target solidifies ahead of the IPO roadshow

Our latest reporting confirmed SpaceX was seeking a $1.75 trillion valuation, moving the IPO from buildup to market reality.

June 4 SpaceX’s AI ambitions come with a huge cash bill

Goldman Sachs forecasts shared with prospective investors show SpaceX could burn $350 billion in cash through 2030, largely for its AI buildout, and may need to raise more capital as soon as next year.

June 5 SpaceX’s CFO is the quiet VIP of a wild IPO

Bret Johnsen, SpaceX’s low-profile chief financial officer, has tried to keep a grip over the most frenetic episode in his decade-plus at the company.

June 6 SpaceX mafia eagerly track mega IPO

Former SpaceX employees turned startup founders, many with space ambitions of their own, expect the IPO to lift their companies, too.

June 6 SpaceX millionaires mull IPO windfall

SpaceX’s expected IPO could create life-changing wealth for lower-profile insiders, including early employees who helped build the company.


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.

Subscribe now

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.

Follow us

Instagram X LinkedIn Threads Facebook BlueSky

Download our app

App Store Google Play


Sent to cintilanteaguda@gmail.com | Manage your preferences or unsubscribe | Help
The Information · 251 Rhode Island Street, Suite 107, San Francisco, CA 94103

  • Digg
  • Del.icio.us
  • StumbleUpon
  • Reddit
  • RSS

0 comentários:

Postar um comentário