SpaceX tracker — Starlink subscribers and launch cadence

Starlink, as SpaceX defines the metric

SpaceX’s earnings materials for the period ended 30 September 2026 print Starlink consumer subscribers of 13.6 million at that date, 12.0 million at 30 June 2026 and 7.2 million at 30 September 2025. The same table shows consumer ARPU of $69 in the latest quarter and $66 in the prior quarter. Management text in that release said the 13.6 million figure was up 1.6 million sequentially, with “hundreds of thousands” of additional enterprise subscribers outside the consumer definition.

The company is explicit that “Starlink Consumer Subscribers” is the series formerly labeled Starlink Subscribers. It includes personal (residential and roam) and business (local priority and global priority) plans. It does not include managed enterprise and government contracts in aviation, maritime, land mobility, fixed sites and government entities. Comparing a 2024 blog number to this 2026 consumer series without reading that footnote will overstate or understate growth. This page keeps the consumer series and the enterprise aside as a qualitative residual.

ARPU moved from $66 to $69 sequentially in the printed table. We do not annualize that, convert it to revenue, or infer churn. SpaceX already publishes segment commentary; this tracker only lifts the two consumer KPIs so a reader can see the slope between year-ago, last quarter and this quarter.

Launch cadence in the 10-Q

SpaceX’s Q3 2026 MD&A counts launches as successful orbital and flight tests, including internal Starlink deployments, and excluding scrubs. For the three months ended 30 September 2026 it lists 33 Falcon launches (12 customer, 21 internal) and 2 Starship launches. For the nine months it lists 110 Falcon launches (29 customer, 81 internal) and 3 Starship launches, against 124 Falcon and 4 Starship in the same nine months of 2025.

Mass to orbit in the same table was 476 metric tons in Q3 2026 versus 525 a year earlier, and 1,517 tons for the first nine months of 2026 versus 1,627 a year earlier. Internal payloads still dominate those tons. Space segment revenue, the filing notes, reflects customer launches and customer activities — not the internal constellation flights that inflate the launch count. Readers who treat “35 flights in the quarter” as 35 revenue missions will misread the P&L.

Starship remains a small integer in this window (two flights in the quarter, three in nine months). The useful investor question is not a made-up annual run-rate. It is whether the next 10-Q still shows Starship in the single digits while Falcon internal flights keep filling the Starlink constellation that sits behind the 13.6 million consumer figure.

Refresh rule

When SpaceX posts the next quarterly release, replace the three subscriber cells, the two ARPU cells, and the Falcon/Starship counts. If the consumer definition changes, quote the new footnote in full. Do not blend third-party launch logs with the 10-Q unless SpaceX restates. This page will not forecast year-end subscribers.