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SpaceX executive forecasts 6 Falcon Heavy launches in 12 months
A SpaceX sales executive predicts that the company will launch Falcon Heavy, currently the most powerful operational rocket in the world, up to six times in the next 12 months.
Following years of delays and anticipation as SpaceX waited for the right moment to move forward with the massive rocket, Falcon Heavy debuted in February 2018 by launching CEO Elon Musk’s original Tesla Roadster into interplanetary space. The debut was nearly flawless and only marred by the loss of one of the rocket’s three first-stage boosters, which failed to touch down on a drone ship stationed in the Atlantic Ocean. In just a small taste of things to come, Falcon Heavy’s second launch followed 14 months later.
That April 2019 launch marked the rocket’s first commercial mission and sent a large communications satellite into an extra-energetic geostationary transfer orbit. Less than three months later, Falcon Heavy completed its third launch – a demonstration mission for the US Air Force. Such a quick turnaround raised hopes, but that optimism was unfortunately unfounded. 39 months later, it’s still hard to say when Falcon Heavy will finally launch for the fourth time.
Contrary to the connotations such a long gap between launches might evoke, Falcon Heavy’s manifest has grown at a respectable rate and currently sits at 11 launches. That includes two commercial satellite launches and three launches for the US military, but NASA (directly and indirectly) is by far SpaceX’s most eager Falcon Heavy customer with six firm launches booked and options for another two.
For years, however, all supposedly near-term Falcon Heavy launches have been more or less indefinitely delayed by payload problems. SpaceX has had no issues building and qualifying a huge amount of Falcon Heavy hardware for those missions, but the lack of payloads ready to fly has forced the company to find places to store all seven boosters – more than a third of its fleet – indefinitely.
That may finally change. Speaking on a panel at the 2022 World Satellite Business Week, SpaceX Vice President of Commercial Sales Tom Ochinero told the audience that the company has six Falcon Heavy launches scheduled in the next 12 months.
It’s possible that Falcon Heavy could end its launch hiatus and kick off that six-mission streak in the very near future. Spaceflight Now, a reliable source of launch schedules, recently updated its Launch Schedule to move Falcon Heavy’s USSF-44 mission up from late 2022 or 2023 to October 2022. Next Spaceflight, another reliable primary source, concurs. Both sources also agree that two additional missions (ViaSat-3 and USSF-67) could also launch this year.
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For USSF-44 and ViaSat-3, Falcon Heavy will launch both sets of payloads directly into geostationary orbit – a type of mission SpaceX has never attempted. The rocket’s upper stage will need to survive a roughly six-hour coast in space and a trip through Earth’s radiation belts before firing up for a long burn to circularize its orbit around 36,000 kilometers (~22,300 mi) above the planet’s surface. To leave the upper stage with enough propellant for such a challenging task, SpaceX will intentionally expend one of Falcon Heavy’s three boosters during each launch. It remains to be seen which mission will launch first.
Given the history of all six of Falcon Heavy’s near-term missions, it’s safer to assume that the rocket isn’t going to launch at all in 2022 until a fully assembled vehicle has rolled out to the launch pad. For a late October launch, the USSF-44 payload(s) would need to arrive in Florida any day now, and SpaceX would need to start transporting Falcon Heavy boosters to Pad 39A’s integration hangar within a week or two to begin assembling the rocket. If that process begins, it’s likely that one or several of those distinct boosters will be spotted on their way to Pad 39A.
Including USSF-44, unofficial public manifests like Spaceflight Now and Next Spaceflight agree with Ochinero’s assertion that SpaceX has six Falcon Heavy missions tentatively scheduled in the next 12 months. Unspecified US military contractors are currently stumbling over themselves to prepare several satellites for launch: USSF-44 NET October 2022, USSF-67 NET December 2022, and USSF-52 NET April 2023. ViaSat and EchoStar contractors Boeing and Maxar are also struggling to prepare two massive commercial communications satellites for launches in November 2022 and January 2023. Finally, NASA’s Psyche asteroid explorer could be ready for its second launch attempt as early as July 2023 if the agency decides to proceed.
Delays are virtually guaranteed. Stay tuned for updates.
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Investor's Corner
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX revealed a new Nvidia satellite partnership, then Musk pledged an exclusive Nvidia hardware commitment.
SpaceX and Nvidia are now working together on the hardware that will power Musk’s orbital data center ambitions. SpaceX announced on X on Tuesday that it is partnering with Nvidia to design the compute payload for Starmind AI1, the first satellite in a planned constellation built to run AI workloads directly in orbit. Each Starmind satellite will carry Nvidia’s Rubin GPUs and Vera CPUs, according to the post, which included renderings of the payload design.
The announcement landed hours before SpaceX’s first earnings call as a public company, where Musk went further, saying the company has committed to building its AI infrastructure exclusively on Nvidia hardware. “We think the Vera Rubin architecture is the best architecture. We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,” Musk told investors on the call,. “So we’re exclusive to Nvidia.”
Musk said SpaceX plans to deploy Nvidia’s Vera Rubin NVL72 rackscale system, codenamed Kyber, both on the ground and in space. He set a target of 2 gigawatts of compute capacity online by the end of this year, scaling to roughly 10 gigawatts by the end of 2027.
SpaceX’s newest Starmind will make earth data centers obsolete
Starmind has been in development since Musk confirmed the name in June, following an xAI trademark filing that tipped off the project before SpaceX made it official. The idea is massive in scope and instead of moving data down to ground based servers, satellites equipped with onboard processors and large solar arrays would compute AI workloads in orbit and beam results back to Earth. SpaceX has already filed with the FCC for a constellation of up to one million satellites to support the effort, citing constant solar power and the absence of zoning restrictions as advantages over terrestrial data centers.
The Nvidia exclusivity marks a shift in tone from just two weeks ago, when Musk was busy knocking down a report that SpaceX had ordered $52 billion worth of Nvidia GPUs through Foxconn, calling it fake news at the time. The dollar figure in that rumor may have been wrong, but the underlying direction seems correct. SpaceX’s AI division already leases Colossus compute capacity to Anthropic and Google, and Tuesday’s earnings report showed AI revenue climbing sharply as those deals ramp up.
Nvidia shares rose roughly 3% in Tuesday trading on the news, while SpaceX stock climbed nearly 9% during the day before giving back gains after hours as investors digested the earnings report’s capital spending figures.
SpaceX (NASDAQ: SPCX) reported a beat in revenues and EBITDA in its first earnings call report while also minimizing losses as its business continues to gain momentum.
After its IPO in July, SpaceX saw some tough losses on Wall Street due to a major selloff after a delay in its 13th Starship test flight. The ship launched later that week and completed what was arguably the most successful IFT operation in the Starship program’s history.
Nevertheless, the company is continuing on and reported some encouraging financials while also promoting what appears to be a robust outlook moving forward in its Space, AI, and Connectivity divisions.
SpaceX to report first-ever earnings today: here’s what to expect
Earnings Results
- Revenues: $7.8 billion reported vs. $6.7 billion expected
- Adjusted EBITDA: $3.5 billion vs. $2 billion expected
- Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion
Additionally, CFO Bret Johnsen had these comments:
“2026 has been a momentous year so far, and the second quarter demonstrated the true power of SpaceX. Revenue growth accelerated across all our business segments and we delivered strong operating leverage, with significant margin expansion led by our new AI compute agreements. Our unparalleled leadership in launch, Starlink subscriber growth, new enterprise and government partnerships, and best-in-class AI infrastructure underscore our ability to drive meaningful scale and deliver attractive returns. As a newly public company, we are delighted to welcome our broad base of shareholders and bondholders. We ended the second quarter with $100 billion of cash, cash equivalents, and marketable securities, and $47.5 billion in backlog. This financial strength gives us substantial capacity to invest in Starship, Starlink Broadband and Mobile satellites, and our AI platform, while maintaining a disciplined long-term capital allocation framework.”
Space Business Highlights
SpaceX shared some of its biggest Space Business Highlights for Q2:
- Space revenues grew 55% sequentially and 29% year-over-year to $962 million, driven by a higher number of large customer launches and a favorable customer shift compared to the prior year
- Total costs and expenses for the Space segment were up by $389 million year-over-year, as we continued to accelerate R&D investments in our Starship program, which we believe will reduce the cost to orbit by 99% or more relative to the historical average, and unlock significant revenue potential across all business segments
- Leading launch provider for the world with 78 launches and 1,041 metric tons of mass to orbit deployed over the six months ended June 30, 2026, primarily allocated to Connectivity for the deployment of our Starlink constellation
- Starship V3 development continued to advance towards full and rapid reusability:
- Completed Starship V3’s first suborbital mission in May, Flight 12, which achieved a successful lift off from our new Starbase pad, a precision landing of Starship’s upper stage, and deployment of modified V2 Starlink satellites
- Subsequent to the second quarter, completed Starship Flight 13 in July, which achieved all flight objectives including deploying 20 production V3 satellites, demonstrating in-space relight of a Raptor engine, and executing the softest ever splashdown of Starship, providing critical views of an intact heatshield
SpaceX will report its earnings today at 4:30 P.M. EDT.
Elon Musk issued a second pointed warning to SpaceX short sellers on Tuesday, just hours before the company was set to release its first quarterly earnings as a publicly traded firm. Responding to a report highlighting elevated short interest, Musk wrote on X: “I try to warn them, but they just double down …”
The comment came as data from S3 Partners showed roughly 95 percent of available SPCX shares to borrow were on loan, translating to about 34 percent short interest as a percentage of the float. The stock has traded under pressure since its record-breaking IPO in June 2026, declining significantly from early peaks.
I try to warn them, but they just double down … 🤷♂️
— Elon Musk (@elonmusk) August 4, 2026
This marks the second such message from Musk in under three weeks.
On July 17, amid post-IPO volatility, he stated: “The survival probability of firms who maintain a significant short position in SpaceX over time is very low.” At that time, SPCX had fallen roughly 30 percent from its peak above a $2.6 trillion valuation, with short sellers reportedly realizing gains of about $8.7 billion.
Musk’s warning aligned with optimistic analyses projecting that Starship-driven cost reductions could enable a multi-trillion-dollar space economy through applications such as orbital solar power, asteroid mining, data centers, and Mars-related projects, positioning SpaceX as critical infrastructure.
SpaceX is scheduled to report second-quarter results after the market close later today, followed by a webcast. Analysts anticipate revenue near $6.9 billion, reflecting growth in Starlink, launch services, and AI-related segments. The earnings release precedes a major lockup expiration on August 6 that could free hundreds of millions of insider shares.
Musk has a long track record of confronting short sellers, particularly regarding Tesla, where he has argued that persistent bearish positions underestimate transformative technologies. Critics view his optimism as overly ambitious given near-term stock fluctuations, while supporters see temporary dips as opportunities in a longer-term expansion of the space economy.
As SpaceX opens its books to public scrutiny for the first time, the high short interest and Musk’s repeated cautions set the stage for heightened market attention on the results and management’s commentary.
SpaceX and Nvidia team up on Musk’s orbital AI bet
SpaceX reports beat in first earnings while minimizing losses
