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From: Hamsterwheel
Elon just gave us a Q4 revenue hint without giving us the number, so I did the math for you. Its a blowout "SpaceX revenue this quarter alone will be substantially higher than NASA's entire annual budget!" NASA's FY2026 budget: $24.4B. Wall Street expects $22.9B from SpaceX in Q4. Even its highest estimate is $27.4B. And "substantially higher" suggests Elon is talking about a lot more than just clearing $24.4B. Call it ~$30B. That would be: 2.1x Q3's $14.6B revenue 31% above the street average 10% above the street high This is why the "SpaceX survives on NASA subsidies" take is so outdated. NASA supplied less than 5% of last year's revenue. Now Elon is casually comparing one SpaceX quarter to NASA's entire year.

Current Thread	Author	Time
Elon just gave us a Q4 revenue hint without giving us the number, so I did the math ... [more]	Hamsterwheel	23:02:16
>> Yep, I bought some more on the dip. Fair sized holding now	Denc 🗡	23:41:27

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