律动BlockBeats
律动BlockBeats|Oct 20, 2026 06:44
**[SpaceX Earnings Preview: Market Consensus Revenue Around $12.9 Billion, Focus on Whether It Can Achieve Its First Profitable Quarter Since Listing]** BlockBeats News: On October 20, SpaceX will release its Q3 2026 earnings report after the U.S. stock market closes today. Financial and operational results will be announced after the market closes (4:00 AM Beijing time tomorrow), and management will hold a live audio webcast to discuss the results (4:30 AM Beijing time tomorrow). The webcast and replay will be available on the investor relations website. This is SpaceX's second full quarterly earnings report since going public. In Q2, revenue was approximately $7.8 billion, a year-over-year increase of about 92%, with a net loss of $541 million. Market consensus for Q3 expects revenue to be around $12.9 billion, a significant year-over-year increase primarily driven by AI computing power business growth. Investors are also focused on whether SpaceX can achieve its first profitable quarter since listing and on the pace of capital expenditures, especially those related to AI. Additionally, other key earnings reports to watch in the U.S. stock market today include: - **Netflix (NFLX)** will release its Q3 earnings report after the market closes. Market consensus expects EPS of approximately $0.82 and revenue of around $12.87–12.88 billion (a year-over-year increase of about +12%), marking the slowest Q3 growth rate in three years. The company has recently implemented layoffs and increased investments in advertising and sports content, with its stock price nearing a 52-week low. The options market anticipates volatility of around 10%. If guidance is weak or user activity falls short of expectations, it may further suppress risk appetite. - **Vicor (VICR)** will release its Q3 earnings report before the market opens. Market expectations are for revenue of approximately $187 million (a year-over-year increase of about 69%) and EPS of around $1.24–1.32. The company specializes in vertical power delivery modules and directly benefits from demand for AI servers and high-performance computing. Management has recently raised revenue guidance multiple times and secured AI-related licensing revenue. If actual performance exceeds expectations, it could positively validate demand for AI infrastructure power solutions.
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