🚨 SpaceX just reported earnings! Here are some highlights: Financial: Revenue $1
"🚨 SpaceX just reported earnings! Here are some highlights:
Financial:
Revenue $14.58B (+161% YoY) vs. consensus ~$12.7–12.9B
Adjusted EBITDA $8.8B (+306% YoY)
GAAP net income $4.4B (vs. prior-year loss; first solidly profitable quarter post-IPO)
Adjusted EPS ~$0.35 vs. ~$0.13–0.16 expected
Segments:
Super Intelligence (SI, formerly AI): $7.56B (+830% YoY) — now the largest segment, driven by cloud contracts, Cursor, and Grok.
Connectivity (Starlink): $5.25B (+69% YoY).
Space: $1.77B.
Other highlights:
Starlink subscribers: 13.6M (+89% YoY).
Nameplate compute: 1.7 GW.
Capex: $19.6B (majority AI infrastructure).
Cash & marketable securities: ~$90B.
First revenue-generating Starship mission (26 V3 Starlink satellites, ~10× Falcon 9 downlink capacity per launch)."
(Source: X · @Teslarati)
"🚨 SpaceX just reported earnings! Here are some highlights: Financial: Revenue $14.58B (+161% YoY) vs. consensus ~$12.7–12.9B Adjusted EBITDA $8.8B (+306% YoY) GAAP net income $4.4B (vs. prior-year loss; first solidly profitable quarter post-IPO) Adjusted EPS ~$0.35 vs. ~$0.13–0.16 expected Segments: Super Intelligence (SI, formerly AI): $7.56B (+830% YoY) — now the largest segment, driven by c"— X · @Teslarati