TREE NEWS reports: SpaceX reported FY2026 third-quarter revenue of $14.575 billion, up 161% year over year and above the roughly $12.86 billion market estimate, with net income of $4.404 billion versus a $1.054 billion loss a year earlier. Its Super Intelligence division posted $7.56 billion in revenue, up 830% year over year, first surpassing the Starlink Connectivity unit at about 51.9% of total revenue. SI operating profit was $431 million, while Connectivity contributed $2.367 billion.
SpaceX Q3 Revenue Jumps 161% to $14.58B as AI Division Overtakes Starlink
AI take
The headline number masks a structural shift: SpaceX's AI unit now out-earns Starlink on revenue, but its operating profit of $431 million against Connectivity's $2.367 billion shows the growth engine is far leaner in margin terms. That gap is the real story for anyone tracking the company's economics — revenue mix is tilting toward a lower-margin business even as total profitability swung positive. Whether Super Intelligence's margins can scale toward Connectivity's, or whether the revenue share keeps climbing regardless, is the open question.
Generated by AI for reference only.
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