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Roth Capital's Rohit Kulkarni on SpaceX valuation: Biggest question is how does Starlink scale
CNBC Television· 2026-05-20 18:30
Joining me now for more on the setup around SpaceX and what investors should be on the lookout for. Rohit Kulcarn Carney is a senior analyst at Roth Capital Partners. Rohit, welcome.Do you have a sense for what this company's business model is. [clears throat] >> There are four layers that we need to unlock here. Uh one is what people know Starlink satellites.Uh they are selling monthly subscriptions for that. Then we also know they have the Falcon 9 launch business. So these two make money.uh not too sure ...