MARKET PULSE / COMPANY WATCH
Sources updated · 10/23/2026, 20:08 · UTC+8
SpaceX
SPCX · NASDAQAre launch capacity, deployment and commercial revenue progressing together?
BUSINESS NETWORK
Follow the dependencies
Select a node to explore the evidence and open questions.
UPSTREAM INPUTS
DOWNSTREAM DELIVERY
Cape Canaveral SLC-40
Launch infrastructure for CRS-35
Disclosure date · 2026-10-1301The relationship
NASA records CRS-35 launching from SLC-40. This is a mission-level site dependency, not a new supply contract or a statement of site ownership.
02What to verify next
Check launch windows, site availability and scheduling changes.
03Sources & evidence
Read supporting excerpt
Space Launch Complex 40 at Cape Canaveral Space Force Station
RELATIONSHIP REGISTER
The business behind each connection
Compare what is supplied or delivered, the disclosed facts and open questions. Select a company name to highlight its connection above.
| Counterparty / direction | Product or service | Evidence & scope | Source / disclosure date | What to verify next |
|---|---|---|---|---|
| Upstream · Infrastructure | Launch infrastructure for CRS-35 | NASA records CRS-35 launching from SLC-40. This is a mission-level site dependency, not a new supply contract or a statement of site ownership. | NASA ↗ Supporting excerptSpace Launch Complex 40 at Cape Canaveral Space Force Station | Check launch windows, site availability and scheduling changes. |
| Downstream · Customer | Commercial resupply · Dragon / Falcon 9 | NASA reports SpaceX’s 35th commercial resupply mission carrying supplies and research hardware to the ISS. Launch progress does not establish full contract revenue recognition. | NASA ↗ Supporting excerpt35th Commercial Resupply Services mission | Track docking, cargo delivery, return and subsequent mission orders. |
| Downstream · Partner | Starlink direct-to-cell | An August 2026 emergency update records expanded satellite texting, subject to device compatibility and coverage. | T-Mobile ↗ Supporting excerptT‑Mobile has extended satellite texting to customers with compatible devices | Verify commercial coverage, capabilities and disclosed economics. |
| Downstream · Partner | Japan satellite-to-mobile alliance | T-Mobile listed KDDI among signed satellite-to-mobile alliance members in February 2025; this does not establish subsequent full commercial rollout. | Historical disclosure T-Mobile ↗ Supporting excerptKDDI (Japan), Telstra (Australia), Optus (Australia), One NZ (New Zealand) | Check subsequent Japanese operator launch and regulatory disclosures. |
Coverage & reading notesReviewed 2026-10-15
Selected relationships, not a complete supply chain. Omission does not imply absence, and a dated disclosure does not establish that a contract remains active. Arrows indicate input or delivery direction, not exclusivity, procurement share or investment advice.