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Space Exploration Technologies Corp. (SPCX) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

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Space Exploration Technologies Corp. (SPCX) Goldman Sachs Communacopia + Technology Conference 2026 September 10, 2026 3:25 PM EDT

Company Participants

Bret Johnsen – CFO & Secretary

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Conference Call Participants

Eric Sheridan – Goldman Sachs Group, Inc., Research Division

Presentation

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Eric Sheridan
Goldman Sachs Group, Inc., Research Division

Okay. I think here we go. We’re going to get started with our next fireside chat. It’s my pleasure to welcome SpaceXAI to the conference this year, Bret Johnsen, CFO. I am going to do a little bit of housekeeping, and then Bret and I are going to get into a conversation. And with a company like this, we are going to try to cover as much ground as we possibly can, but I’m up against a shot clock.

So some of the statements made today by SpaceX may be considered forward-looking. These statements involve a number of risks and uncertainties that could cause actual results to differ materially. Any forward-looking statements made today by the company are based on assumptions as of today, and SpaceX undertakes no obligation to update them. Please refer to SpaceX’s Form 10-Q for a discussion of risk factors that may impact actual results.

Bret, thanks for agreeing to do the conference.

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Bret Johnsen
CFO & Secretary

Thank you.

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Question-and-Answer Session

Eric Sheridan
Goldman Sachs Group, Inc., Research Division

Great to have the opportunity to talk. Let’s start with what we’ve even talked about in some of our work, which is the central theme, I think, of this company is vertical integration. Talk a little bit about how that is the anchor for this company, both at the company level and even at the segment level.

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Bret Johnsen
CFO & Secretary

Yes. I think vertical integration is core to who we are. I totally agree with you. We really believe that

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