SPACE EXPLORATION TECHNOLOGIES CORP Form 8-K — Oct 20, 2026
SpaceX reported Q3 2026 revenue of $14.6 billion, up 161% year-over-year, with net income of $4.4 billion versus a $1.1 billion loss a year ago and Adjusted EBITDA of $8.8 billion, up 306%. The Super Intelligence segment was the standout, with revenue of $7.6 billion, up 830% YoY, driven by cloud services agreements, the $60 billion Cursor acquisition, and Grok adoption; nameplate compute reached 1.7 GW. Connectivity grew 69% YoY to $5.2 billion on 13.6 million Starlink consumer subscribers.
Key figures
- Eps
- 0.37
- Revenue
- 14575000000
- Net Income
- 4404000000
- Revenue Yoy
- 161%
- Total Assets
- 254045000000
- Cash Position
- 51294000000
- Capex q3
- $19,593M
- Si revenue q3
- $7,560M, +830% YoY
- Space revenue q3
- $1,767M, +6% YoY
- Adjusted ebitda q3
- $8.8B, up 306% YoY
- Ipo net proceeds 9m
- $85,675M
- Nameplate compute gw
- 1.7
- Starlink consumer arpu
- $69/month
- Connectivity revenue q3
- $5,248M, +69% YoY
- Cursor revenue contribution
- $608M since Aug 14 close
- Starlink consumer subscribers
- 13.6M, up 1.6M sequentially
- Aviation aircraft with starlink
- over 3,800
- Cursor gaap purchase consideration
- $42.5B (implied equity value $60B)
AI analysis
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