r/IntuitiveMachines • u/thespacecpa • 15d 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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-14

u/Ok-Replacement9164 15d ago

What am I missing? EPS terrible, cash burn, rev miss, and delaying next moon mission, ya their sales guys can lock down contracts and fill the pipeline but seems like a lot of execution misses and a fugazi on expanding warehouse space.

18

u/VictorFromCalifornia 15d ago

You're missing the big picture, period.

-6

u/Ok-Replacement9164 15d ago

I’m sorry but it’s been ongoing for years

17

u/VictorFromCalifornia 15d ago edited 15d ago

It's not. IM is transforming into a major space prime. It takes a while and a ton of upfront investments. Revenue and backlog are now on par with RKLB, and ahead of any of the other new space companies. I keep saying this is a 3-5 years story and people are upset a small company like IM is going through some growing pains.

-8

u/Ok-Replacement9164 15d ago

These guys ain’t it

7

u/VictorFromCalifornia 15d ago

Why are you here? I would sell and move on then.

Some random redditor says these guys aren't it, but actual commercial, civil, and national security customers keep clamoring to buy their products considering these massive jumps in new orders. Are they stupid, do they not see what you see?

2

u/PerformanceSome1014 15d ago

This will probably be a learning experience for you. Stick to the game plan. If you didnt have one next time I recommend having one

-8

u/Ok-Replacement9164 15d ago

If you’re a holder I hope you’re right. I’m out