SpaceX SI segment

SpaceX Super Intelligence revenue: xAI, Grok, X and Cursor. Advertising and solutions are disclosed. Grok-only revenue is not.

• Official$7,560 millionSI, Q3 2026Operating income $431 million
• Official$7,022 millionOf which, solutions and infrastructureIncludes Cursor from 14 August 2026
• Official$538 millionOf which, advertisingX advertising
• Official117 millionGrok-feature MAUsAt 2026-03-31. No later figure.

SI includes X advertising, Grok subscriptions, cloud compute and Cursor (consolidated from 14 August 2026). The Q3 jump is solutions and infrastructure, not a disclosed Grok subscription line. There is no Grok-only revenue.

FY2025 AI operating income was $-6,355 million. Nameplate compute in Q3 2026 was 1.7 GW. X and Grok together. 117 million monthly active users had used Grok's AI features. Paid subscribers were 4.4 million on X Premium or Premium+ and 1.9 million on SuperGrok tiers. No later usage figure is in a filing. Grok-only revenue is not reported.

Sources

• SpaceX Q3 2026 earnings release (2026-10-20)
• SpaceX Form 10-Q, quarter ended 30 Sep 2026 (Nasdaq: SPCX) (2026-10)
• SpaceX Q2 2026 earnings release (2026-08-04)
• SpaceX Form S-1 (2026-05-20)
• SpaceX Q3 2026 earnings call transcript (Motley Fool) (2026-10-20)
• SpaceX Capabilities & Services (Falcon 9 list price) (2026-10-27)
• SpaceX Smallsat Rideshare (2026-10-27)
• Deutsche Bank Starlink figures, reported via Ava Advisor (2026-10-07)
• Quilty Space Starlink financial overview (2026-03-20)
• Idem Est Research Starlink profile (paywalled; figures from a search snippet only) (2026)