$SpaceX(SPCX)$ SpaceX reported-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$SpaceX(SPCX)$ SpaceX reported Q3 2026 results with a strong beat on both the top and bottom line.

Revenue came in at $14.57B versus the $12.87B estimate, up 161% year over year. GAAP EPS was $0.35 against a $0.13 estimate, and net income reached $4.40B compared to the $1.88B consensus. Adjusted EBITDA hit $8.81B, up 306% from the prior year.

The revenue mix has shifted notably. Super Intelligence, which covers AI and datacenters, brought in $7.56B and now makes up 52% of total revenue, with Colossus II scaling past 1.7 GW. Starlink contributed $5.25B, up 69% year over year, with consumer subscribers at 13.6M compared to 7.2M a year ago. The 800 MHz spectrum deal is expected to close in H1 2027. Space Launch added $1.77B, up 6%.

Other metrics worth noting: operating cash flow was $13.097B over the first nine months of 2026, up 218% year over year. Share buybacks totaled $4.426B in the same period, versus $525M in the prior year. There is also a next-gen spaceport announced for Starbase Louisiana, targeting 2029 Starship launches.

SpaceX looks increasingly like more than a launch company at this point, with the AI hyperscaler and telecom sides of the business carrying a lot of weight.

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GAAP EPS was $0.35 against a $0.13 estimate, and net income reached $4.40B compared to the $1.88B consensus. Adjusted EBITDA hit $8.81B, up 306% from the prior year.</p>\n<p>The revenue mix has shifted notably. Super Intelligence, which covers AI and datacenters, brought in $7.56B and now makes up 52% of total revenue, with Colossus II scaling past 1.7 GW. Starlink contributed $5.25B, up 69% year over year, with consumer subscribers at 13.6M compared to 7.2M a year ago. The 800 MHz spectrum deal is expected to close in H1 2027. Space Launch added $1.77B, up 6%.</p>\n<p>Other metrics worth noting: operating cash flow was $13.097B over the first nine months of 2026, up 218% year over year. Share buybacks totaled $4.426B in the same period, versus $525M in the prior year. There is also a next-gen spaceport announced for Starbase Louisiana, targeting 2029 Starship launches.</p>\n<p>SpaceX looks increasingly like more than a launch company at this point, with the AI hyperscaler and telecom sides of the business carrying a lot of weight.</p>\n<p><img src=\"https://community-static.tradeup.com/news/f5713e9ac763428ab2a0588c39053cac\" tg-width=\"1792\" tg-height=\"1008\"></p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/SPCX\">$SpaceX(SPCX)$&nbsp;</a>SpaceX reported Q3 2026 results with a strong beat on both the top and bottom line.</p>\n<p>Revenue came in at $14.57B versus the $12.87B estimate, up 161% year over year. GAAP EPS was $0.35 against a $0.13 estimate, and net income reached $4.40B compared to the $1.88B consensus. Adjusted EBITDA hit $8.81B, up 306% from the prior year.</p>\n<p>The revenue mix has shifted notably. Super Intelligence, which covers AI and datacenters, brought in $7.56B and now makes up 52% of total revenue, with Colossus II scaling past 1.7 GW. Starlink contributed $5.25B, up 69% year over year, with consumer subscribers at 13.6M compared to 7.2M a year ago. The 800 MHz spectrum deal is expected to close in H1 2027. Space Launch added $1.77B, up 6%.</p>\n<p>Other metrics worth noting: operating cash flow was $13.097B over the first nine months of 2026, up 218% year over year. Share buybacks totaled $4.426B in the same period, versus $525M in the prior year. There is also a next-gen spaceport announced for Starbase Louisiana, targeting 2029 Starship launches.</p>\n<p>SpaceX looks increasingly like more than a launch company at this point, with the AI hyperscaler and telecom sides of the business carrying a lot of weight.</p>\n<p><img src=\"https://community-static.tradeup.com/news/f5713e9ac763428ab2a0588c39053cac\" tg-width=\"1792\" tg-height=\"1008\"></p></body></html>","text":"$SpaceX(SPCX)$ SpaceX reported Q3 2026 results with a strong beat on both the top and bottom line. Revenue came in at $14.57B versus the $12.87B estimate, up 161% year over year. GAAP EPS was $0.35 against a $0.13 estimate, and net income reached $4.40B compared to the $1.88B consensus. Adjusted EBITDA hit $8.81B, up 306% from the prior year. The revenue mix has shifted notably. Super Intelligence, which covers AI and datacenters, brought in $7.56B and now makes up 52% of total revenue, with Colossus II scaling past 1.7 GW. Starlink contributed $5.25B, up 69% year over year, with consumer subscribers at 13.6M compared to 7.2M a year ago. The 800 MHz spectrum deal is expected to close in H1 2027. Space Launch added $1.77B, up 6%. Other metrics worth noting: operating cash flow was $13.097B over the first nine months of 2026, up 218% year over year. Share buybacks totaled $4.426B in the same period, versus $525M in the prior year. There is also a next-gen spaceport announced for Starbase Louisiana, targeting 2029 Starship launches. SpaceX looks increasingly like more than a launch company at this point, with the AI hyperscaler and telecom sides of the business carrying a lot of weight.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/620554302587264","repostId":0,"isVote":1,"tweetType":1,"viewCount":15,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","SPCX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1000,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/620554302587264"}