News
SpaceX’s next Falcon Heavy hits milestone as final rocket parts arrive in Florida
SpaceX has reached a critical milestone on the road to Falcon Heavy’s third flight: all major parts of the rocket – three boosters, an interstage, and a payload fairing – are now officially on-site at the company’s Pad 39A launch facilities.
This means that all that stands between SpaceX, the USAF, and the critical mission is the integration of the hardware into one vehicle, as well as the integration and encapsulation of all 24 customer satellites in the Falcon payload fairing. As noted by the USAF Space and Missile Systems Center (SMC), Falcon Heavy’s Space Test Program-2 (STP-2) mission will be exceptionally challenging and important for SpaceX for a variety of reasons.
Falcon Heavy: The Upper Stagening
Although the general performance of the three first stage boosters will be absolutely critical, the US Air Force’s STP-2 mission manages to cram in several additional major goals. First and foremost, all eyes will be on SpaceX’s Falcon upper stage (S2). Scheduled to last no less than several hours, the upper stage will be put through its paces like never before, requiring four separate ignitions and shutoffs of its Merlin Vacuum engine. For SpaceX, this may be the first time the company has ever attempted the feat – if any on-orbit testing has been done after completing customer missions, SpaceX has never commented on it.
Back in February 2018, Falcon Heavy’s launch debut also happened to mark the first flight-test of a true long-duration upper stage coast and third ignition, a spectacular success that sent Starman and a Tesla Roadster into a heliocentric orbit that now reaches beyond Mars. As such, SpaceX will by no means be walking into the challenges of STP-2 unprepared. In fact, the coast required on Flight 1 may have technically been more challenging than any one of the four separate burns S2 will need to perform on STP-2. However, combining the need to do all four burns and deployments rather quickly and in sequence, the critical need for accurate orbital insertions, and high standards of reliability and mission assurance expected by the USAF, STP-2 will easily be the hardest mission SpaceX has yet to attempt.
If SpaceX succeeds, the benefits will stretch far beyond simply satisfying an Air Force requirement and securing the USAF’s Falcon Heavy certification. Once SpaceX has rigorously demonstrated the reliability of Falcon 9’s upper stage for long coasts and high numbers of ignition events, the company will be able to apply that as a marketable product. Potential customers include the usual communications satellite operators desiring a direct-to-GEO insertion, saving time (and thus making money faster) by skipping the orbit-raising that comes with easier transfer orbits.
One major use-case – as demonstrated by Falcon Heavy’s interplanetary launch debut – is sending payloads beyond Earth orbit, a capability that NASA would undoubtedly take advantage of.
Reusability makes a surprise entrance
But wait, there’s more! In a predictable but still largely unexpected turn of events, the Air Force has also selected Falcon Heavy’s STP-2 mission as an opportunity to gain familiarity with the rocket reusability SpaceX is famous for. Falcon Heavy’s second mission and commercial launch debut – Arabsat 6A – used three all-new Block 5 boosters, two of which returned to land after gentle recoveries. Known as B1052 and B1053, the lightly-used boosters are now scheduled to become the first flight-proven orbital-class rockets launched on a Department of Defense (DoD) mission in 25 years, since the Space Shuttle’s final military mission in 1992.
If successful, SpaceX will help pave the way for the US military to seriously adopt reusable rockets and develop the “certification” procedures needed to do so. This will benefit all prospective US launch providers, not just SpaceX, but SpaceX will likely be the only company flying valuable payloads on flight-proven rockets until Blue Origin and ULA’s Vulcan achieve flight-proven certification for military launches. Much like regular certification often requires multiple launch demonstrations, flight-proven certification will likely be at least as – if not more – stringent. For New Glenn, that milestone might come as early as 2023-2025, while Vulcan – if a reusable engine section is ever actually implemented – is unlikely to even complete its launch debut – let alone first reuse – before 2025.
As such, SpaceX is quite literally half a decade ahead of its prospective competitors when it comes to certifying flight-proven rockets for high-value launches. Additionally, just the act of the USAF completing its development of a reusability certification process will likely encourage – if not directly lay the foundation for – NASA to seriously consider doing the same with its own launch services.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
SpaceX to launch military missile tracking satellites through new Space Force contract
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
Elon Musk says Tesla is developing a new vehicle: ‘Way cooler than a minivan’
Elon Musk launches TERAFAB: The $25B Tesla-SpaceXAI chip factory that will rewire the AI industry
