Our Q3 2026 earnings report is now public → ir.spacex.com/files/content_… The live webcast with @ElonMusk, @Gwynne_Shotwell, and @BretWJ will begin in 30 minutes
SpaceX
@SpaceXOct 20
Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → xitter.cf/i/broadcasts/1PKqrNbLZ…
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SpaceX

Q3 2026 Financial and Operational Results

Oct 20, 2026 · 8:09 PM UTC

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Q3 2026 highlights: - Delivered revenue of $14.6 billion, up 161% year-over-year - Successfully launched our first revenue-generating Starship mission, delivering 26 Starlink V3 satellites to our broadband constellation, representing approximately 10x the downlink capacity added by a Falcon 9 Starlink launch - Added $6.7 billion of incremental Super Intelligence solutions and infrastructure revenue year-over-year, driven by cloud services agreements, the acquisition of Cursor, and our growing SI models and software applications, including @Grok @Bot - Delivered year-over-year revenue growth of 69% and income from operations growth of 99% for the Connectivity segment, supported by strong momentum in enterprise and government adoption, and continued @Starlink consumer subscriber growth - Continued to scale nameplate compute, reaching 1.7 GW as of September 30, 2026
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This is truly amazing but I must say I'm a little jealous as a $tsla shareholder for over 12 years that I dont get this level of investor interface on our calls. Congratulation on this tremendous success
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From a $1.1 billion loss to a $4.4 billion profit in the space of a year. That's some turnaround. SpaceX pulled in $14.6 billion in the third quarter, up 161% on last year. Starlink alone brought in $5.25 billion and now has 13.6 million home subscribers, nearly double the 7.2 million it had a year ago. The bit that got me though: the first Starship mission to actually earn money put 26 Starlink V3 satellites up in one go. SpaceX reckons that adds about ten times the capacity of a Falcon 9 Starlink launch. Plenty of farms and wee villages in Scotland still struggle for a decent broadband signal. For a lot of them, Starlink has been a lifeline. What comes first, folk on Mars or decent wifi on the Largs train? #SpaceX @SpaceX
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Holy shit, they made a profit already? 😳
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Liking your numbers 😏
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Schedde chart: @SpaceX F9/FH launches by month 2026 3rd quarter vs avg launches/month that result in 140 total launches for 2026 EOY
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Net profit! Go SpaceX!
Tesla Hype
@TeslaHypeOct 20
SpaceX Q3 2026 results are out: Revenue $14.6B, up 161% YoY Net income $4.4B vs a $1.1B loss last year EPS $0.35 diluted Adjusted EBITDA $8.8B, up 306% Starlink consumer subscribers 13.6M, up from 7.2M AI segment revenue $7.6B First revenue-generating Starship mission delivered 26 Starlink V3 satellites sec.gov/Archives/edgar/data/…
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The webcast starts soon. Perfect window for every bear who called this IPO overhyped to quietly hit delete
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The expert expectations are now considered guesses and basically useless.
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Hooo😉
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🚀 Starship's first revenue-generating mission delivered 26 Starlink V3 satellites, about 10x the downlink capacity of a Falcon 9 Starlink launch, per SpaceX. Q3 total: 35 launches, 476 metric tons to orbit.
🤖 Made with AI
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Great job and thank you!!!
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Great work team! Keep up the fantastic work!
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congrats lfg!!
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Impressive.
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♥️♥️♥️🚀🚀🚀🚀I love you!!! Go SpaceX!!!
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Revenue up 161% in a year is impressive, but the first paying Starship flight is the part I'd watch. Once the big rocket flies paying loads on a regular schedule, the cost of everything we put in orbit starts coming down fast. It's an exciting time.
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@tariksalama still convinced that it was overrated IPO ?
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$14.6B revenue, +161% YoY, and $4.4B net income while spending $19.6B on capex. A Mars program funded from cash flow. By 2032 launch is the side business, orbital compute and connectivity are the core.
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Excellent
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Tuning in from the Rio Grande Valley, just up the road from Starbase. Can't wait to hear what's next for Starship out of South Texas.
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Wow
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1.7 GW nameplate. 10 more claimed for 2027. $48B capex in nine months. The demand is not the question. The substation and the financing are.
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first profitable quarter in the books 🚀 what a night
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Somewhere a 2008 analyst who called reusable rockets a fantasy is now dialing into the SpaceX earnings webcast.
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$5.2B 🛰️ SpaceX's Connectivity revenue hit $5.2B in Q3 2026, up 69% year over year and 22% from the prior quarter. Consumer revenues rose 57% year over year, and segment income from operations rose 99% to $2.4B. Internet from space keeps scaling fast.
🤖 Made with AI
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The quiet headline: AI ($7.56B) is now bigger than Starlink. A year ago SpaceX was a satellite company. Now it's an AI company that also launches rockets.
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😍✨✨✨✨👏
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Never fade Elon
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Beat on both lines I was watching: SI did $7.56B vs about $6.4B expected, and Starlink ARPU rose to $69 from $66 as subscribers hit 13.6M. Total revenue $14.6B against a ~$12.7B consensus.
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Looking good!
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Huge quarter. Tuning in now
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📡 Starlink reached 13.6 million consumer subscribers at the end of Q3, up 1.6 million from Q2, per SpaceX's Q3 results.
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The progress and achieving Q3 2026 earnings report. Q3 launches and missions New business wins secured Starfall microgravity research Flight 14 and triple-header missions Starship reusability milestones Louisiana expansion plans Starlink growth and subscriber numbers Impact on disaster response Aviation contracts and demand V3 satellites and a key turning point Mobile expansion and spectrum Superintelligence and Grok Bot Strong momentum across all segments. Although we anticipate a demanding roadmap full of challenges ahead, thank you for sharing all the Financial and Operational Results. Well done to the all team SpaceX 🥰👏
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Going from a $1.1 billion loss a year ago to $4.4 billion in profit is a massive swing. Curious to hear on the call how much of the 1.7 GW of AI compute is already booked out.
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