SpaceX Says Unnamed Customer Generated 34.5% of Q3 Revenue

A person familiar with the matter identified Anthropic as the customer behind 34.5% of SpaceX’s third-quarter revenue, although SpaceX’s latest quarterly filing leaves the customer unnamed. SpaceX’s revenue for the three months ended Sept. 30, 2026, was $14.575 billion. Customer B accounted for 34.5% of that total, with the revenue assigned to SpaceX’s Super Intelligence (SI) segment. Customer A represented 16.6% of revenue across all three segments. SpaceX’s filing does not identify Customer A or support a comparison between that customer and U.S. government revenue.

Source: TokenPost