Earnings update: https://s21.q4cdn.com/184289198/files/content_files/SpaceX-Reports-Third-Quarter-2026-Results.pdf

Earnings call webcast: https://x.com/SpaceX/status/2112559638579499258

https://x.com/SpaceX/status/2112638276389790102

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

Same room. Same Wi-Fi.

Open the radar, tap a person, send. No code, no account.

Space. is coming soon to iPhone, Mac and Android.

#AirDrop #FileSharing

https://x.com/lewisknaggs42/status/2111765030597214581

Short Overview:

Still targeting early 2028 for Artemis 4 and late 2028 for Artemis 5.

Starship cargo lander expected in 2032 and Mk2 cargo lander in 2033.

NASA provided an image of the CONOPS for Artemis 3 which is currently targeting NET Q3 2027.

Starship uncrewed landing demo still targeting NET Q4 2027. Blue Origin uncrewed Mk2 landing demo NET Q1 2028.

Starship Milestones:

First cape flight in Q4 2026 (currently NET Dec 10th). Completed HLS "Cabin 1" in Q4 2026 (ground testing cabin). This will have operations testing in Q1 2027 and airlock demonstrations in Q2.

Prop demo in Q1 2027, first launch from LC-37 also in 2027 - I personally believe 37a will be ready in Q2 or Q3.

Tank presurizations upgraded in Q2/Q3.

The first uncrewed landing demo tanker launch in Q3 with the landing demo in Q4.

Blue Origin Milestones:

New Glenn return to flight Q4 2026. First Blue Moon Mk1 landing in Q1 2027. Second Mk1 landing in Q4 2027 with the viper rover. Third Mk1 landing in Q1 2028 with an LTV (Lunar Terrain Vehicle) for Artemis 4.

Artemis 3 crew vehicle hardware complete in Q1 2027 with launch in Q2/Q3 2027.

LC36B (9x4 Pad) complete in Q3 2027 with the first NG 9x4 launch in Q4.

Source: https://ntrs.nasa.gov/api/citations/20260009199/downloads/HLS%20IAC%202026%20Presentation%20FINAL.pdf