Musk says SpaceX expects Q4 revenue to jump about 70% and beat estimates by $2 billion

The forecast leans heavily on SpaceX's AI segment, which overtook Starlink as the company's biggest revenue line last quarter Elon Musk says SpaceX expects fourth-quarter revenue to climb about 70% from the prior quarter. He also says that figure should land $2 billion above what Wall Street is forecasting. The guidance builds on a third quarter that was already enormous. SpaceX reported Q3 2026 revenue of $14.57 billion, up 161% year over year. A roughly 70% sequential gain on that base would put fourth-quarter revenue at about $24.8 billion. The consensus estimate for Q4 2026 revenue sits at $23.76 billion. Musk’s prediction points to results near or modestly above the $24.8 billion mark. The math deserves a second look.

BeCrypto News shows a short excerpt and links to the publisher. The full report belongs to Crypto Briefing.