SpaceX's Earnings Call: $33–37B Q1 Guide, 13 GW of Compute, and a Two-Stage Catch Attempt

Описание: The SpaceX Q3 2026 numbers came out in the 8-K. This video covers what was new on the hour-long earnings call that followed, livestreamed on X from the Bastrop, Texas Starlink factory on Oct 20, 2026: CFO Bret Johnsen's first Q1 2027 revenue guidance ($33–37B), Q4 capex guidance ($35–40B), the compute ramp (1.7 GW at Sept 30, ~2 GW by end of October, 2.5–3 GW by year-end, and Elon's 13 GW target for end-2027), Grok Bot's 800K paid weekly users, the Flight 15 attempt to catch both stages, and the analyst and investor Q&A (Terafab chips, a possible Tesla merger, Louisiana, V3 satellites).

The clips are short excerpts from the official @SpaceX livestream, credited on screen and used for commentary. Every number comes from the call audio, the transcript, or SpaceX's filings. Elon's $500B–$1T ARR remark is his own projection, not company guidance. Not financial advice.

⏱️ Chapters
0:00 What's new beyond the press release
0:27 New: Q1 2027 revenue guidance
0:42 Q4 capex, $100B ARR target, $63B backlog
1:24 Compute: gigawatts and $/watt
2:10 Elon's build-out numbers (GB300s, power, casting)
2:50 Q&A: who gets the compute (Goldman Sachs)
3:20 Grok Bot and Elon's ARR projection
3:59 Context: projection vs. guidance
4:06 Starship Flight 15: catch both stages
4:34 Roadmap and Starbase Louisiana
5:10 Starlink V3 and connectivity revenue
5:34 Terafab chips (Morgan Stanley)
6:04 Tesla merger question (Deutsche Bank)
6:19 Bottom line

📚 Sources
SpaceX Q3 2026 earnings livestream on X (@SpaceX): https://x.com/i/broadcasts/1PKqrNbLZbPGb (announced at https://x.com/SpaceX/status/211255963...)
Replay (6ix): https://6ix.com/event/space-explorati...
Transcript (Quartr via StockAnalysis): https://stockanalysis.com/stocks/spcx...
SpaceX IR event page: https://ir.spacex.com/events/event-de...
SpaceX Form 8-K (Oct 20, 2026): https://www.sec.gov/Archives/edgar/da...
Q3 2026 press release: https://ir.spacex.com/files/content_f...

🎙️ Narration: AI voice (ElevenLabs "Chris").
🎵 Music: Mixkit ("Lo-Fi 04" by Lily J, "Sleepy Cat" by Alejandro Magaña, "Sweet September" by Arulo, Mixkit #763; X cut: "Hip Hop Two" by Francisco Alvear), Mixkit Free License.
Graphics drawn in code. No AI-generated imagery or footage.