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Firefly CEO on path to profitability, Nvidia partnership

Firefly CEO on path to profitability, Nvidia partnership

By Yahoo Finance Video
Publication Date: 2026-05-05 14:49:00

00:00 Speaker A

If Firefly did post record revenue, but you also did post a a loss, and it does seem like Firefly is really hyper focused on growth. But when can investors expect Firefly to turn a profitability here?

00:11 Speaker B

Uh well, the way we look at it is, uh we’re right smack in the middle of uh growth areas like the moon. Uh we were the first commercial company to successfully land on the moon last year, and we did the longest uh number of days of 14 days for any commercial company in history.

00:36 Speaker B

And then you heard the NASA administrator, uh Jared Isaacman say a month ago that he wants to spend $20 billion on monthly cadence of lunar landers in the next three years. So 30 lunar landers to the to South Pole of the moon. Uh that’s exactly right up our alley. and so we’ve been investing a lot of CAPEX into, you know, we’re quadrupling this year the size of our clean room so that we can be ahead of that ramp up and that demand from NASA.

01:08 Speaker B

And the fruits of that labor are going to show through more contracts of robotic Lunar Lander missions. And then on the Golden Dome side, uh we acquired a AI company last year, late last year in fourth quarter called Sitech and that bolstered our capabilities to go after national security missions like Golden Dome.

01:36 Speaker B

Uh a lot of the AI processing that that brings to our company. uh they’re already doing no fail missions for the space…

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