Bloomberg Intelligence analyst covering telecom and space. Notes SpaceX connectivity grew 50% revenue/46% profit but AI segment costs rose 6x. Skeptical of SpaceX taking major carrier share without price fight.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
George Ferguson notes Starlink connectivity is the cash cow with 50% revenue growth and 46% profit growth, while the new AI segment saw costs rise 6x against only 1.3x revenue growth, making it 'kind of hard to win at that.'