SpaceX is expected to be classified under the communication services sector following its anticipated IPO, according to reports. The classification by MSCI and S&P Global will consider SpaceX's revenue structure, with Starlink's satellite internet service contributing over $11 billion in 2025, making it the largest revenue source. This positions SpaceX alongside companies like Alphabet and Meta in the communications sector.
The company's aerospace operations, generating approximately $4 billion, and its xAI segment, with $3.2 billion in revenue, add complexity to its classification. Despite its significant aerospace activities, which align with industrial sector companies like Boeing, the dominance of Starlink's revenue suggests a communication services classification is more likely. SpaceX's potential expansion into space-based data centers could further influence its sector classification in the future.
SpaceX Likely to Join Communication Services Sector Post-IPO
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