1Semanaยท

๐’๐ฉ๐š๐œ๐ž๐—: ๐๐Ÿ‘ ๐‘๐ž๐ฏ๐ž๐ง๐ฎ๐ž ๐’๐ฎ๐ซ๐ ๐ž๐ฌ ๐Ÿ๐Ÿ”๐Ÿ% ๐š๐ฌ ๐’๐ฎ๐ฉ๐ž๐ซ ๐ˆ๐ง๐ญ๐ž๐ฅ๐ฅ๐ข๐ ๐ž๐ง๐œ๐ž ๐†๐ซ๐จ๐ฐ๐ญ๐ก ๐€๐œ๐œ๐ž๐ฅ๐ž๐ซ๐š๐ญ๐ž๐ฌ ๐š๐ง๐

$SPCX (-4,17ย %)

โ €

๐Ÿ“Š ๐‘๐ž๐ฌ๐ฎ๐ฅ๐ญ๐ฌ

โ€ข Revenue: $14.58B (+161% YoY)

โ€ข Net Income: $4.4B (vs. -$1.1B YoY)

โ€ข Operating Income: $2.79B (vs. -$273M YoY)

โ€ข Adj. EBITDA: $8.81B (+306% YoY)

โ€ข CapEx: $19.59B (vs. $6.88B YoY)

โ €

๐Ÿ“Œ ๐Š๐ž๐ฒ ๐“๐š๐ค๐ž๐š๐ฐ๐š๐ฒ๐ฌ

โ€ข Super Intelligence Revenue: $7.56B (+830% YoY); Adj. EBITDA $4.95B; compute capacity reached 1.7 GW

โ€ข Connectivity Revenue: $5.25B (+69% YoY); Operating Income $2.37B (+99%); Starlink subscribers reached 13.6M

โ€ข Space Revenue: $1.77B (+6% YoY); first revenue-generating Starship mission deployed 26 Starlink V3 satellites

โ€ข Acquired Cursor for $42.5B in GAAP consideration; implied equity value of $60B

โ€ข SI CapEx reached $16.44B in Q3, accounting for most of the company's $19.59B total investment

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