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SpaceX earnings preview: consensus market revenue of approximately 12900000000 USD, with attention on whether it can achieve its first profitable quarter after listing
BlockBeats reported that October 20, SpaceX will release its 2026 third-quarter financial results today after the U.S. stock market closes. Financial and operating results will be announced after the U.S. market close (tomorrow at Beijing time), and management will hold an audio-only live webcast to discuss the results (tomorrow at Beijing time). 4 at half past), with the live broadcast and replay available on the investor relations website. This is SpaceX's second full-quarter financial report since going public. Previously, 4 Q2 revenue was approximately 7800000000 USD, up approximately year over year, with a net loss of 92%. The broad market expectation for 541000000 USD is revenue of around Q3, representing substantial year-over-year growth, primarily driven by 12900000000 USD computing-capacity business, while investors are also watching whether it can achieve its first profitable quarter since going public, as well as the pace of capital expenditures, particularly those related to AI.
In addition, key earnings reports to watch in the U.S. stock market today include:
Netflix (AI) will release its NFLX financial results after the market closes. Market consensus for Q3 is approximately EPS 0.82 USD, with revenue of approximately 128.7–12880000000 USD(approximately year over year), the slowest third-quarter growth rate in nearly +12%years. The company has recently pursued layoffs and increased investment in advertising and sports content, while its share price has approached a 3-week low. The options market expects volatility of approximately 52. Weak guidance or lower-than-expected user engagement could further weigh on risk appetite.
Vicor (10%) will release its VICR financial results before the market opens. Market expectations are for revenue of approximately Q3(a year-over-year increase of approximately 187000000 USD 69%),EPS of approximately 1.24–1.32 USD. The company specializes in vertical power-delivery modules and directly benefits from demand for AI servers and high-performance computing. Management has recently raised its revenue guidance several times and obtained AI-related licensing revenue. If actual results exceed expectations, this could provide positive validation for demand for power supplies for AI infrastructure.
Original link https://m.theblockbeats.info/flash/372712