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SPACE EXPLORATION TECHNOLOGIES CORP

For the period ended Oct 20, 2026. Filed Oct 20, 2026.

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A notice of a major event between regular reports, such as results, a deal or a change of executives. It is often the first formal record of the news.

Oct 20, 2026 · Filed Oct 20, 2026

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SPCX$134.27+8.6%Stored close · as of Nov 6, 2026
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EX-99.1 · Connectivity Segment Operating and Financial Data

Connectivity Segment Operating and Financial Data

$, in millions (except where noted) · Three Months Ended · Nine Months Ended
September 30, 2026June 30, 2026September 30, 2025September 30, 2026September 30, 2025
Starlink consumer subscribers (# in millions, as of period end)13.612.07.213.67.2
Starlink consumer ARPU ($ per month)$69$66$83$67$84
Consumer revenues$3,121$2,485$1,986$7,754$5,198
Enterprise & government revenues2,1271,8061,1115,0422,961
Connectivity revenues$5,248$4,291$3,097$12,796$8,159
Less:
Cost of revenue$2,368$2,060$1,657$6,079$4,271
Research and development188294141687406
Selling, general, and administrative325281109819335
Income from operations$2,367$1,656$1,190$5,211$3,147
Segment Adjusted EBITDA reconciliation
Income from operations$2,367$1,656$1,190$5,211$3,147
Depreciation & amortization9868056282,5741,706
Share-based compensation146136105398270
Connectivity Adjusted EBITDA$3,499$2,597$1,923$8,183$5,123
Connectivity Capex$1,543$1,367$1,007$4,242$2,951
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