SpaceX CFO Bret Johnsen said the company is targeting next year for its first orbital compute satellites and expects to place substantial computing capacity in orbit through 2028. He also said a Starship flight later this month will generate revenue while carrying production V3 Starlink satellites. Investors continue to assess Starlink, whose subscribers doubled year over year to 12 million in the second quarter, alongside the connectivity segment’s profit contribution, declining average revenue measure, $18.4 billion in second-quarter capital expenditures and the absence of specific 2026 guidance. SpaceX shares recently traded near $150 after rising from $104.83 on Aug. 3, while their record high is $225.64.