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SpaceX上市后的第一份财报,营收和亏损都好于预期,盘后股价却跌了8%以上。 第二季度营收78.1亿美元,同比增长92%,高于市场预期的69亿美元,净亏损也从约10亿美元收窄至5.41亿美元,Starlink所在的连接业务收入42.9亿美元,同比增长66%。 马斯克同时把年营收达到1万亿美元的时间提前到2030年,还准备继续扩大AI投入。 SpaceX仅第二季度就在AI基础设施上投入158亿美元,计划到2027年底把算力提高到最高10GW,新设备全部采用英伟达Vera Rubin。 财报发布前,SpaceX股价先涨9.4%至125.33美元,财报出来后,盘后一度跌超8%。
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We posted our second quarter 2026 financial and operational results → Q2 highlights: - Demonstrated the power of extreme vertical integration, delivering revenue growth of 92% year-over-year across Space, Connectivity, and AI - Completed two successful Starship V3 flight tests in the past 90 days, advancing towards full and rapid reusability - Closed multiple industry-leading Cloud Services Agreements resulting in $14.1 billion of contracted sales - Announced agreement to acquire Cursor for $60 billion to accelerate the AI enterprise opportunity - Released our most powerful AI model yet with Grok 4.5 in July - Delivered 66% revenue and 79% income from operations growth year-over-year for the Connectivity segment, driven by a doubling of Starlink Subscribers and continued momentum in Enterprise & Government - Awarded over $6 billion in multi-year U.S. government contracts for Starshield As compared to the same quarter last year: - Revenues of $7.8 billion, up 92% from $4.1 billion - Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion - Adjusted EBITDA of $3.5 billion, up 191% from $1.2 billion Thank you to the SpaceX team, and all our customers and investors for a great quarter!
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We posted our second quarter 2026 financial and operational results → Q2 highlights: · Demonstrated the power of extreme vertical integration, delivering revenue growth of 92% year-over-year across Space, Connectivity, and AI · Completed two successful Starship V3 flight tests in the past 90 days, advancing towards full and rapid reusability · Closed multiple industry-leading Cloud Services Agreements resulting in $14.1 billion of contracted sales · Announced agreement to acquire Cursor for $60 billion to accelerate the AI enterprise opportunity · Released our most powerful AI model yet with Grok 4.5 in July · Delivered 66% revenue and 79% income from operations growth year-over-year for the Connectivity segment, driven by a doubling of Starlink Subscribers and continued momentum in Enterprise & Government · Awarded over $6 billion in multi-year U.S. government contracts for Starshield As compared to the same quarter last year: · Revenues of $7.81 billion, up 91.9% from $4.07 billion · Net loss of $541 million, an improvement of $467 million from net loss of $1.01 billion · Adjusted EBITDA of $3.54 billion, up 191% from $1.21 billion Thank you to the SpaceX team, and all our customers and investors for a great quarter!
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Falcon 9 launches 24 @Starlink satellites from California
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Deployment of 24 @Starlink satellites confirmed
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Watch Falcon 9 launch 24 @Starlink satellites to orbit from California
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BREAKING: Billionaire Whitey Basson says Elon Musk’s Starlink must launch in South Africa. 🇿🇦 He said that keeping @Starlink out of South Africa is discouraging businesspeople from investing in rural areas where there is no working communications infrastructure.
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Starlink provides the reliable connectivity needed to run company payroll even in the most remote locations
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但更硬的一层不在地面上。 按二零二四年的数,SpaceX的Starlink在天上有五千多颗卫星,覆盖七十多个国家。这张网现在给战区供网络,在灾难现场顶应急。按公开的说法,连国际空间站都用上了它。 把这几样对一对。 那架七千万的飞机,他在上面看发射数据,管产品进度。奥迪Q7坐着挤,挤出来一个Model X的鹰翼门。二十个人的队伍,配医生,配信号干扰器,还带着联邦给的持枪授权。 天上那五千多颗卫星,七十多个国家在用。
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SpaceX just completed its 90th Falcon-family launch of 2026 Falcon 9 lifted off from Vandenberg carrying 24 Starlink satellites, successfully deploying all of them into low Earth orbit Booster B1081 completed its 26th mission and landed on Of Course I Still Love You in the Pacific That is 89 Falcon 9 launches and one Falcon Heavy mission in just seven months
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