SpaceX References

Based only on Wisburg research notes, company research and earnings-call summaries published Oct 15-22, reviewed through Oct 22 at 1:09 a.m. China time. These are mediated summaries, not independently verified original disclosures. MAIN is our lead interpretation of these sources, not measured market consensus. Forecasts are not realized results.

1. [1]

   SpaceX Q3 earnings debrief: growth and the investment outlook

   Deutsche Bank via Wisburg · Note published Oct 21, 2026 · Underlying report Oct 21, 2026

   Wisburg company-reports #111013. English title adapted from the note; subscription source.

2. [2]

   SpaceX Q3 read-through: Starship development and connectivity

   Jefferies via Wisburg · Note published Oct 21, 2026 · Underlying report Oct 20, 2026

   Wisburg company-reports #110905. English title adapted from the note; subscription source.

3. [3]

   SpaceX credit: Watts and Watts of Capex

   Barclays via Wisburg · Note published Oct 21, 2026 · Underlying report Oct 20, 2026

   Wisburg company-reports #110907. English title adapted from the note; subscription source.