Some links on this page are affiliate links: if you buy through them we may earn a commission, at no extra cost to you.
SpaceX reported $14.575 billion in Q3 2026 revenue, up 161% year over year and above the $12.72 billion LSEG consensus estimate cited by Quartz. Its release calls the AI-related segment Super Intelligence (SI): SI revenue reached $7.560 billion, up 830%, and the segment reported $431 million in operating income after a $1.722 billion loss a year earlier. That turnaround includes $1.2 billion in share-based compensation related to the Cursor acquisition. Revenue leadership did not mean profit leadership: the Associated Press reported that Starlink remained SpaceX’s largest profit generator.
How much revenue did SpaceX make in Q3?
SpaceX reported $14.575 billion in revenue for the quarter ended in Q3 2026, compared with $5.576 billion in Q3 2025. That is a 161% year-over-year increase. The headline figure of $14.58 billion is the reported amount rounded to two decimal places. SpaceX’s SEC-filed Q3 2026 results provide the company’s revenue and segment figures.
As an Amazon Associate I earn from qualifying purchases.
The total also exceeded the $12.72 billion LSEG consensus estimate reported by Quartz. The difference is about $1.855 billion—roughly 14.6% above the estimate, calculated from the reported revenue and consensus figure. The estimate is a third-party consensus figure, not a number from SpaceX’s filing.
How much did SpaceX AI revenue grow?
The company’s release labels the business Super Intelligence (SI), rather than simply “AI.” SI generated $7.560 billion in Q3 revenue, up 830% from $813 million in Q3 2025, making it SpaceX’s largest segment by revenue.
Popular on Amazon
- 【90 Degree Full Function USB C Adapter】Supports the latest USB4 standard for up to 40Gbps of bandwidth, 8K video support, and up to 240W Fast charging; Support USB PD 3.1 Extended Power Range (EPR) including 140W, 180W and 240W. Your productivity is easily doubled. *Warm Tip: For the best fit, please make sure the USB-C port is fully exposed; thick or bulky cases may affect compatibility.
- 【Reliable Quality】Made from high-quality, scratch-resistant aluminum alloy, delicate metal frame. get excellent wear resistance and heat dissipation. Non-Slip Design for easier insertion and removal.
- 【Small and portable】Ultra thin size, ultra compact design, a petite physique that matches the minimalist design of your modern laptops. Coming with a slim figure that won't block the port next to the one it's plugged into.
- 【Compatibility】Widely work with most usb c, thunderbolt 4/3 devices. Compatibilit for ROG Ally, Steam Deck, Switch, MacBook Pro, Quest 3 VR headset, Surface Book 2, iPhone 18/17/16/15, Samsung Galaxy S23/S22/S21, Note 20/10, Google Pixel, ChromeBook, etc.
- 【Excellence Customer Support】If you experience any issues or cable failure, simply reach out to our dedicated customer service team. We provide a prompt response within 18 hours, providing you with the necessary technical support to resolve any concerns.
SpaceX attributed SI’s growth primarily to the activation of new cloud-services agreements, the Cursor acquisition, and increased Grok adoption among enterprise customers and consumers. Those are the company’s stated drivers; the release does not say that SI alone caused the increase in consolidated revenue. CFO Bret Johnsen said, “Revenue grew an impressive 161% year-over-year, fueled by continued momentum in Connectivity and a clear inflection in our Super Intelligence business.” That is company commentary on the quarter.
Did SpaceX beat revenue estimates?
Yes. SpaceX’s $14.575 billion reported revenue was above the $12.72 billion LSEG consensus estimate cited by Quartz. The implied beat is about $1.86 billion, or 14.6%, based on those two figures; consensus estimates can vary by provider, so this comparison applies specifically to the LSEG figure Quartz reported.
Outdated Drivers Are Slowing You Down
One free scan finds every outdated or missing driver and matches the right update for your exact hardware.Free scan · exact hardware matchWindows Errors? Fix Them Before They Spread
Repair common Windows errors and clear accumulated junk for a smoother, more stable PC - no reinstall needed.Free scan · no reinstallAlso popular on Amazon
- 5-in-1 Connectivity: Equipped with a 4K HDMI port, a 5 Gbps USB-C data port, two 5 Gbps USB-A ports, and a USB C 100W PD-IN port. Note: The USB C 100W PD-IN port supports only charging and does not support data transfer devices such as headphones or speakers.
- Powerful Pass-Through Charging: Supports up to 85W pass-through charging so you can power up your laptop while you use the hub. Note: Pass-through charging requires a charger (not included). Note: To achieve full power for iPad, we recommend using a 45W wall charger.
- Transfer Files in Seconds: Move files to and from your laptop at speeds of up to 5 Gbps via the USB-C and USB-A data ports. Note: The USB C 5Gbps Data port does not support video output.
- HD Display: Connect to the HDMI port to stream or mirror content to an external monitor in resolutions of up to 4K@30Hz. Note: The USB-C ports do not support video output.
- What You Get: Anker 332 USB-C Hub (5-in-1), welcome guide, our worry-free 18-month warranty, and friendly customer service.
Did SpaceX’s AI business make a profit?
SI reported $431 million in operating income in Q3 2026, compared with an operating loss of $1.722 billion in Q3 2025. The current-quarter income includes $1.2 billion in share-based compensation from the Cursor acquisition, according to the company filing. The reported operating income is therefore best read alongside that acquisition-related expense, not as a measure of cash profit or a clean run-rate result.
Operating income is also distinct from revenue: revenue shows sales, while operating income reflects segment operating results after the costs included in that measure. SI’s revenue growth and its return to operating income are related parts of the quarter’s report, but one should not be mistaken for the other.
Also popular on Amazon
- Sleek 7-in-1 USB-C Hub: Features an HDMI port, two USB-A 3.0 ports, and a USB-C data port, each providing 5Gbps transfer speeds. It also includes a USB-C PD input port for charging up to 100W and dual SD and TF card slots, all in a compact design.
- Flawless 4K@60Hz Video with HDMI: Delivers exceptional clarity and smoothness with its 4K@60Hz HDMI port, making it ideal for high-definition presentations and entertainment. (Note: Only the HDMI port supports video projection; the USB-C port is for data transfer only.)
- Double Up on Efficiency: The two USB-A 3.0 ports and a USB-C port support a fast 5Gbps data rate, significantly boosting your transfer speeds and improving productivity.
- Fast and Reliable 85W Charging: Offers high-capacity, speedy charging for laptops up to 85W, so you spend less time tethered to an outlet and more time being productive.
- What You Get: Anker USB-C Hub (7-in-1), welcome guide, 18-month warranty, and our friendly customer service.
How did SpaceX’s segments compare?
SI was the largest segment by revenue, but Connectivity generated more operating income. The AP reported that Starlink remained the company’s largest profit generator, underscoring why segment revenue leadership does not establish which business contributed the most profit.
| Segment | Q3 2026 revenue | Year-over-year revenue comparison | Q3 2026 operating income (loss) |
|---|---|---|---|
| Super Intelligence (SI) | $7.560 billion | Up 830% from $813 million | $431 million |
| Connectivity | $5.248 billion | The release figures supplied here do not state a growth rate | $2.367 billion |
| Space | $1.767 billion | The release figures supplied here do not state a growth rate | ($7 million) |
The SI operating-income comparison includes the $1.2 billion in share-based compensation tied to Cursor. Connectivity’s $2.367 billion operating income was substantially higher than SI’s $431 million in the quarter; Space reported a $7 million operating loss. The AP’s description of Starlink as the biggest profit generator is consistent with the broader distinction between the Connectivity segment’s profit contribution and SI’s greater revenue scale.
Also popular on Amazon
- Portable and powerful USB-C HUB: BENFEI USB Type-C HUB, with super-soft and knot-free silicone woven design cable, meets most mobile office needs. Compact, lightweight, stylish, and powerful portable USB C Hub equipped with 1 x HDMI port, 1 x 100W charging, and 3 x USB ports. 18-month warranty, 24-hour response, to ensure you feel at ease when using our product.
- Design centered on comfort and reliability: Thanks to BENFEI's end-to-end in-house cable production capability, in-house PCBA and assembly capability, using the industry's most advanced silicone woven design and process, 20cm cable in length, no knots, super-soft, the HUB is easy to use in all scenarios: laptop, tablet, stand etc. Super-soft, 25000+ life cycles, to meet your daily carrying and office needs.
- 100W Charging: Support up to 90W USB C pass-through charging via Type-C port to keep your laptop powered. 10W is reserved for other interface operations. No data and video function on the Type-C port.
- 4K HDMI Display: The HDMI port supports media display at resolutions up to 4K 30Hz, keeping every incredible moment detailed and ultra vivid. Please note that the C port of the Host device needs to support video output.
- Transfer Files in Seconds: Transfer files and from your laptop at speeds up to 10 Gbps with USB A 3.2 port. Extra 2 USB A 2.0 ports are perfectly for your keyboards and mouse.
What did SpaceX report for the company as a whole?
Consolidated operating income was $2.791 billion, and net income was $4.404 billion. These are separate measures: operating income reflects operations under the applicable accounting measure, while net income is the company’s bottom-line result after other items included in the calculation.
SpaceX also reported $8.8 billion in Adjusted EBITDA. The release identifies Adjusted EBITDA as a non-GAAP measure and points readers to a reconciliation. It should not be substituted for either GAAP operating income or net income: the measures have different definitions and are not interchangeable.
Also popular on Amazon
- 【Read before You Buy】 Note: This adapter is USB 2.0 version and cannot transmit HDM, VGA, or other video signals. Nevertheless, they are fully capable of charging devices,duplicating files, and can be seamlessly integrated with USB-C earphones, wireless network adapters, and SD card adapters.
- 【Easy to Use and Safe】Thanks to modern manufacturing techniques, we've made these adapters sufficiently compact so that they can remain inserted in your device without noticeable protrusion or inconvenience. This means you don't have to constantly plug and unplug them, reducing the likelihood of wear and misalignment, and making them more convenient to carry around.
- 【Reliable Quality】Engineered for enhanced durability, durable aluminum alloy shell material,get excellent wear resistance and heat dissipation,the male USB C and female USB connectors & the male USB and female USB C connectors are designed to be plugged and unplugged up to 20000 times. Provides data transfer, device charging, memory space expansion, and additional computer peripherals.
- 【Think more for you】Do you need to connect a USB-C-enabled device to an odd device that only has USB-A ports? Then these USB-A male to USB-C female adapters are made for you.Simply insert the adapter into the USB-A port on the device, and you can instantly connect your USB-C device to the device that originally didn't have the correct connection port.
- 【Trusted xiwxi Quality and Service】As a responsible brand seller, you will receive xiwxi's 12-month Quality assurance and lifetime friendly customer service, you're not just buying a product,you're investing in peace of mind with all-round quality and exceptional customer service.
Johnsen’s full characterization was: “We delivered another strong quarter in Q3.” The CFO added that growth reflected both Connectivity momentum and an inflection in SI, rather than attributing the consolidated result to AI revenue alone.
Frequently Asked Questions
When did SpaceX report its Q3 2026 results?
SpaceX’s SEC-filed release is dated October 20, 2026. The figures discussed here are for the third quarter of 2026, not the date the results were published.
What does Super Intelligence (SI) mean in SpaceX’s Q3 release?
It is the segment name used in the company’s release for the business described as AI in the headline. Using the filing’s label avoids treating the headline shorthand as a separate segment name.
Does $8.8 billion in Adjusted EBITDA mean SpaceX earned $8.8 billion in profit?
No. Adjusted EBITDA is a non-GAAP measure, and SpaceX points to a reconciliation in its release. It is not the same figure as the $2.791 billion in consolidated operating income or $4.404 billion in net income.
