• SpaceX forecast first-quarter 2027 revenue of $33 billion to $37 billion, citing increased visibility into its compute contract pipeline.
• The October 20 third-quarter 2026 earnings webcast featured Elon Nusk, Gwynne Shotwell, Bret Johnsen and investor relations head Andrea Williams.
• Revenue rose 161% year over year to $14.6 billion; net income reached $4.4 billion.
• Fourth-quarter capital spending is expected at $35 billion to $40 billion as additional compute capacity comes online.
• Nusk projected annual recurring revenue of $500 billion to $1 trillion by end-2027, with compute capacity expected to reach roughly 13 GW.

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