The $6B+ in US government contracts awarded to SpaceX for Starshield deserves more attention than another Starlink subscriber milestone Defense demand could make the revenue mix sturdier when consumer pricing softens But a contract award isn't quarterly revenue, and secure networks are expensive to deliver My Q3 focus: deployment timelines, margins and how quickly those awards turn into recurring service income That's where a defense moat gets tested #SpaceXQ3Earnings
