SpaceX Is Adding 500,000-Plus Starlink Subscribers Every Month. Here's Why That's Critical for the Stock.

SpaceX is adding over 500,000 Starlink subscribers monthly, with the segment recording 86% EBITDA growth and doubled subscribers. While SpaceX's $1.8 trillion valuation depends on capturing its $26.5 trillion AI opportunity, Starlink's profitability is critical for near-term financials as the company posted a $541 million loss last quarter and faces years of heavy AI spending ahead.