SpaceX's financial disclosures reveal that its satellite internet service, Starlink, is the only profitable segment, generating $11.4 billion in revenue last year, a 50% increase from the previous year. Starlink's adjusted EBITDA reached $7.2 billion with a 63% margin, resulting in approximately $3 billion in free cash flow. In contrast, SpaceX's AI division, including xAI, incurs annual losses of nearly $14 billion, surpassing the combined burn rates of OpenAI and Anthropic.
The rocket launch segment reported $4.1 billion in revenue, with a negative free cash flow of about $3 billion. SpaceX's total capital expenditures of $20.7 billion exceeded its revenue, leading to an overall negative free cash flow of approximately $14 billion. Despite these financial challenges, SpaceX is valued at $1.25 trillion and plans to go public in June, potentially marking the largest IPO in history. The key question remains whether Starlink's growth can counterbalance the losses from SpaceX's other ventures.
SpaceX Financials Show Starlink as Sole Profit Generator Amidst AI Losses
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