SpaceX (SPCX) is set to report third-quarter earnings after the market closes on October 20, 2026, with Wall Street expecting sales of $12.72 billion and earnings of $0.13 per share. The author is focused on Starlink's average revenue per user, which was $66 a month in the second quarter, flat from the first quarter but down from $85 a year earlier, and on whether price cuts are a growth tactic or a sign of a natural ceiling. For the space business, the key question is progress toward reliable, reusable Starship launches. In AI, the author will watch the gap between spending and revenue: SpaceX spent $15.8 billion on AI capital expenditures last quarter while booking $2.6 billion in segment revenue.
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SpaceXearningsartificial intelligenceElon Musk
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Related tickers and likely impact
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/19/2026 | 217.09 |
| Change that session | +1.38% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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