Reporting on SpaceX’s third-quarter disclosures says an anonymized Customer B accounted for 34.5% of revenue, all within the SuperIntelligence segment. Customer A represented 16.6%, while Customer B’s nine-month share was 24.2%. Bloomberg identified B as Anthropic, but the disclosure itself did not confirm the name. A quarterly share should not be converted directly into a fixed monthly contract value or treated solely as satellite-service revenue. The material facts are customer concentration and the remaining uncertainty over identity.