SpaceX teases 2027 Q1 revenue of $33-37B, over 50% above expectations
TiernanRayTech · x · 2026-10-21
SpaceX shares rose after a surprise early peek at Q1 2027 revenue guidance of $33-37 billion—more than 50% above current expectations—as the company lights up gigawatts of compute faster than indicated ninety days ago. AI revenue nearly tripled.
Per the Q3 highlights: total revenue hit $14.58B, with the SI (compute/AI) segment at $7.56B vs $813M a year earlier; operating income reached $2.79B; capex surged to $19.59B, $16.44B of it in SI. Spending is set to climb much higher starting this quarter. CFO Bret Johnson says the credit market is just fine.
Related event: SpaceX Q3 Revenue Hits $14.58B, Up 161%, as AI Business Nearly Triples(6 posts)→
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