SPACE EXPLORATION TECHNOLOGIES CORP
For the period ended Oct 20, 2026. Filed Oct 20, 2026.
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Oct 20, 2026 · Filed Oct 20, 2026
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SPCX$134.27+8.6%Stored close · as of Nov 6, 2026
Contents
EX-99.1 · SI Segment Operating and Financial Data
SI Segment Operating and Financial Data
| $, in millions (except where noted) · Three Months Ended · Nine Months Ended | |||||
|---|---|---|---|---|---|
| September 30, 2026 | June 30, 2026 | September 30, 2025 | September 30, 2026 | September 30, 2025 | |
| Nameplate compute (in GW) | 1.7 | 1.4 | 0.6 | 1.7 | 0.6 |
| Advertising revenues | $538 | $367 | $454 | $1,248 | $1,323 |
| SI solutions & infrastructure revenues | 7,022 | 2,194 | 359 | 9,691 | 955 |
| SI revenues | $7,560 | $2,561 | $813 | $10,939 | $2,278 |
| Less: | |||||
| Cost of revenue | $2,675 | $1,106 | $571 | $4,237 | $1,574 |
| Research and development | 3,183 | 2,178 | 1,301 | 7,740 | 3,331 |
| Selling, general, and administrative | 1,268 | 532 | 385 | 2,263 | 1,083 |
| Restructuring charges (credits) | 3 | 2 | 278 | (6) | 472 |
| Income (loss) from operations | $431 | $(1,257) | $(1,722) | $(3,295) | $(4,182) |
| Segment Adjusted EBITDA reconciliation | |||||
| Income (loss) from operations | $431 | $(1,257) | $(1,722) | $(3,295) | $(4,182) |
| Depreciation & amortization | 2,473 | 1,885 | 922 | 5,851 | 2,506 |
| Share-based compensation | 821 | 516 | 94 | 1,715 | 391 |
| Share-based compensation related to acquisitions | 1,217 | — | — | 1,217 | — |
| Acquisition-related costs | 8 | — | — | 8 | — |
| Restructuring charges (credits) | 3 | 2 | 278 | (6) | 472 |
| SI Adjusted EBITDA | $4,953 | $1,146 | $(428) | $5,490 | $(813) |
| SI Capex | $16,444 | $15,828 | $4,760 | $39,995 | $8,077 |
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