SpaceX Q3 revenue hits $14.6B up 161% YoY, AI/SI business adds $6.7B
aman_madaan · x · 2026-10-21
SpaceX reported Q3 2026 results with $14.6 billion in revenue, up 161% year-over-year.
- Completed its first revenue-generating Starship mission, delivering 26 Starlink V3 satellites — roughly 10x the downlink capacity added by a Falcon 9 Starlink launch.
- Added $6.7 billion of incremental "Super Intelligence solutions and infrastructure" revenue YoY, driven by cloud services agreements, the acquisition of Cursor, and its Grok-powered SI models and software applications.
- The Connectivity segment grew revenue 69% and operating income 99% year-over-year.
The results underline how deeply SpaceX has entered the AI cloud and model business alongside the Grok ecosystem.
Related event: SpaceX Q3 Smashes Expectations as AI Business Turns Profitable(7 posts)→
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