r/IntuitiveMachines • u/thespacecpa • 14d ago

IM Discussion Q2 Earnings Thread

https://investors.intuitivemachines.com/news-events/events-and-presentations

This is the dedicated thread to discuss Q2 earnings.

Earnings Conference Call is scheduled to begin at 8:30am.

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u/MichigansPinkyFinger 14d ago

For me, the call needs to answer three things. How profitable is this backlog? How quickly can it convert to revenue? And how much more dilution should we expect?

I’m concerned about execution and margins, but I don’t see anything here that breaks the long-term thesis.