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SpaceX CFO Bret Johnsen forecast first quarter 2027 revenue of $33 billion to $37 billion, which is approximately 40% above consensus estimates. Elon Musk stated the company is turning on up to 220,000 Nvidia GB300 GPUs a month and expects the pace to accelerate next year. In the third quarter, SpaceX reported a net income of $4.4 billion and revenue of $14.58 billion.
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Key sources
- SOURCE@wallstengine“Revenue: $14.58B (Est. $12.87B) 🟢; +161% YoY”x.com
- SOURCE@sawyermerritt“SpaceX CFO @BretWJ: "We now see total company revenues in the range of $33 billion to $37 billion in Q1 2027."”x.com
- SOURCE@sawyermerritt“We're tracking to bring 200,000 Nvidia GB200s online per month for the remainder of the year, and continuing that pace next year.”x.com
- SOURCE@wolf_financial“ELON MUSK JUST SAID SPACEX COULD EXIT 2027 WITH ANNUAL RECURRING REVENUE OF $500 BILLION TO $1 TRILLION”x.com
- SUPPORT@realjimchanos“So $SPCX is forecasting $500B to $1T in AI ARR at YE 2027, on $500B of capex (10 GW increase)?! This is a 1-2x revenue/investment ratio as the entire industry is now at 0.3x.”x.com
- SUPPORT@gordonjohnson19“$SPCX's Cash & Cash Equivalents bal. fell by ~50% q/q (from $100B to ~$50B), & missed Consensus by ~$40B.”x.com
- SUPPORT@wintonark“13GW of active compute by end of 27 is an upgrade relative to prior guidance.”x.com
- SUPPORT@shanumathew93“where is he getting the 13GW from? +10GW in a year? for stuff that isn't already in the pipe or has the land + equipment ordered?”x.com