Research
FORUM TRANSCRIPT

SpaceX – Business Overview, Starlink Potential & Starship Challenges

  • Private Equity
  • TMT
  • North America
PREMIUM

Specialist

Former senior executive at Space Exploration Technologies Corp (SpaceX)

Agenda

  • Business history, overview and outlook for SpaceX
  • SpaceX's competitive advantages and areas of weakness compared to other New Space players – technology, business model and attrition risks
  • Cost evolution, including savings transfer to customers, launch costs and ten-year outlook
  • Outlook for Starship and Starlink, discussing roadblocks and potential for Starlink partnerships beyond T-Mobile (LON: 0R2L)
  • H2 2022 and 2023 outlook, highlighting importance of stage two reusability and relations with US government agencies

Questions

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