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george ferguson

T3 · host / generalist

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.

3 calls·1 name·0% bull·last heard 6 days ago·Bloomberg Tech
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$SPCXSpaceX

Connectivity segment growing 50% revenue, 46% profit but AI segment costs rising 6x vs 1.3x revenue

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.'

Bloomberg Tech2026-08→

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3 total
$SPCX
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SpaceX
MEDgeorge ferguson·Bloomberg Tech·14 days ago
SpaceX selloff driven by AI/hyperscaler sentiment, not Starship
SpaceX's post-IPO slide is a function of the broader AI/hyperscaler selloff because the market values SpaceX primarily as an AI play; Starship progress is merely a facilitator for orbital AI data centers.
"I THINK THE SLIDE IS ALL A FUNCTION OF A.I. THE MODEL WE BUILT OUT ON SPACEX JUST SHOWED THAT IF THE A.I. BUSINESS WORKED, IT COULD POTENTIALLY GROW INTO VALUATIONS THAT WERE SIMI…"
27:15
$SPCX
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SpaceX
MEDgeorge ferguson·Bloomberg Tech·6 days ago
Bloomberg Intelligence warns AI segment costs rising 6x vs revenue 1.3x, sees price fight with carriers
George Ferguson notes SpaceX's AI segment costs rose sixfold while revenue only grew 1.3x, and believes Starlink will initially fill coverage gaps rather than directly conquer major carrier customers, setting up a price war.
"AI, THEY REALLY RAISED A LOT OF REVENUE. I THINK IT WAS LIKE 1.3 TIMES. BUT COSTS ROSE SIX TIMES. KIND OF HARD TO WIN AT THAT. I DON'T THINK THOSE CARRIERS WILL ROLL OVER AND GIVE…"
42:53
$SPCX
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SpaceX
HIGHgeorge ferguson·Bloomberg Tech·6 days ago
Connectivity segment growing 50% revenue, 46% profit but AI segment costs rising 6x vs 1.3x revenue
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.'
"I THINK THE CONNECTIVITY BUSINESS, THEY GREW REVENUES 50%. THEY GREW PROFIT 46%... AI, THEY REALLY RAISED A LOT OF REVENUE. I THINK IT WAS LIKE 1.3 TIMES. BUT COSTS ROSE SIX TIMES."
43:13