Exponential Learning
SpaceX Q3 2026: The SI Inflection — $14.6B Revenue and the $20B Cap Ex Question
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SpaceX's third quarter of 2026 was a transformation print: revenue up 161% to $14.6B and a swing to $4.4B of net income, driven by the Super Intelligence segment's jump to $7.6B on cloud compute agreements, the Cursor acquisition, and Grok. Starlink's Connectivity engine — 13.6M consumer subscribers, enterprise and government revenue up 91%, segment operating income doubled — helps fund a $19.6B…