SpaceX Says Deal To Acquire FCC Licenses Related To 800 MHz Spectrum Expected To Close In H1 Of 2027; Q3 Connectivity Segment Revenue $5.25B; As Of September 30, Reached 13.6M Starlink Consumer Subscribers; Q3 Income From Operations For Connectivity Segment $2.4B

SpaceX reported Q3 Connectivity segment revenue of $5.25 billion, marking a 22% sequential increase and a 69% year-over-year rise. The income from operations for this segment reached $2.4 billion, up 99% year-over-year, while adjusted EBITDA improved by 82% to $3.5 billion. As of September 30, 2026, the company had 13.6 million Starlink consumer subscribers, with a monthly ARPU of $69. Additionally, SpaceX has entered an agreement to acquire FCC licenses related to 800 MHz spectrum, expected to close in H1 2027.