| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q3'26 | October 20, 2026 | 8/12 | 3 high, 3 medium, 2 low flags | 0 | 1 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q3'26 | Pending | our internal projections for reaching a trillion dollars in revenue... have moved up from 2031 to 2030... non-zero chance of that being in 2029 Target years (2029-2030) have not arrived and the claim was not repeated or updated on this call. |
| Q3'26 | Pending | Grok 4.6 coming out probably this week... Grok 4.7 is about three or four weeks from today Actual release status for Grok 4.6/4.7 was not stated on this call; management referenced only a generic 'accelerating' model cadence without confirming what shipped. |
| Q3'26 | Pending | We expect to end this year at over 2 gigawatts of compute capacity Full-year 2026 not complete; management now guides to 2.5-3 gigawatts of nameplate compute by year end, a raise versus the prior 'over 2GW' framing rather than a confirmed resolution. |
| Q3'26 | Pending | we believe this puts us on a trajectory... to reach $100 billion of ARR... by the end of this year Full-year 2026 period has not ended; management reaffirmed the target this quarter. |
| Q3'26 | Missed | we could possibly catch the ship as soon as the next flight Flight 14 reached orbit and deployed V3 satellites, but no catch was attempted/achieved; management now targets catching both stages on Flight 15 'next month', one flight later than the prior framing suggested. |
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