SpaceX 公布 Q3 2026 业绩：营收 146 亿美元，含收购 Cursor
Congrats SpaceX team!
SpaceX 公布 Q3 2026 业绩，营收 146 亿美元，同比增长 161%。公司称首次执行创收的 Starship 任务，将 26 颗 Starlink V3 卫星送入宽带星座，下行容量约为一次 Falcon 9 Starlink 发射的 10 倍；Super Intelligence 解决方案与基础设施收入同比增加 67 亿美元，来源包括云服务协议、收购 Cursor 以及 @Grok、@Bot 等模型与软件应用。截至 2026 年 9 月 30 日，名义算力规模达到 1.7 GW。Elon Musk 转发该业绩并写道“Congrats SpaceX team!”。
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AI 评分 56
SpaceX 季度业绩披露了收购 Cursor 与 Super Intelligence 业务收入，可据此观察其 AI 业务扩张路径。
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查看原帖Q3 2026 highlights: - Delivered revenue of $14.6 billion, up 161% year-over-year - Successfully launched our first revenue-generating Starship mission, delivering 26 Starlink V3 satellites to our broadband constellation, representing approximately 10x the downlink capacity added by a Falcon 9 Starlink launch - Added $6.7 billion of incremental Super…
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Q3 2026 highlights: - Delivered revenue of $14.6 billion, up 161% year-over-year - Successfully launched our first revenue-generating Starship mission, delivering 26 Starlink V3 satellites to our broadband constellation, representing approximately 10x the downlink capacity added by a Falcon 9 Starlink launch - Added $6.7 billion of incremental Super Intelligence solutions and infrastructure revenue year-over-year, driven by cloud services agreements, the acquisition of Cursor, and our growing SI models and software applications, including @Grok @Bot - Delivered year-over-year revenue growth of 69% and income from operations growth of 99% for the Connectivity segment, supported by strong momentum in enterprise and government adoption, and continued @Starlink consumer subscriber growth - Continued to scale nameplate compute, reaching 1.7 GW as of September 30, 2026
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Congrats SpaceX team!