SpaceX appealed the Federal Communications Commission’s reversal of Starlink’s infrastructure award of $885.5 million. The appeal was filed electronically and hand-delivered to FCC Secretary Marlene Dortch.
In the executive summary, it said that the decision to exclude Starlink from the Rural Digital Opportunity Fund (RDOF) was flawed in both matters of law and policy. According to the document,
“It fails legally because it contradicts the record—including SpaceX’s and Starlink’s proven capabilities—it contradicts the Commission’s stated rules for the program, and it rests on unsupported conjecture and outside-the-record information apparently cherry-picked from somewhere on the Internet.”
“Worse, it fails the RDOF’s very purpose: closing the digital divide. As the last few years have highlighted, it is critical to connect all Americans as quickly as possible, whether to enable kids to do their homework, empower parents to work from home, help doctors provide telehealth services, or assist first responders with emergency situations. The Bureau’s decision undermines this goal, leaving the very Americans that RDOF was supposed to connect stranded indefinitely on the wrong side of the digital divide.”
“This decision is so broken that it is hard not to see it as an improper attempt to undo the Commission’s earlier decision, made under the previous Administration, to permit satellite broadband service providers to participate in the RDOF program. The decision appears to have been rendered in service to a clear bias towards fiber, rather than a merits-based decision to actually connect unserved Americans. Commissioner Starks, in adopting the RDOF Order, correctly foresaw that “next-generation satellite broadband holds tremendous technological promise for addressing the digital divide and is led by strong American companies with a lengthy record of success.”
“Rightly, he directed the Bureau to “evaluate those applications on their own merits.” But the Bureau inexplicably ignored this direction and instead applied far different standards to SpaceX’s application precisely because SpaceX proposes to use satellites.”
SpaceX also said that the Bureau’s decision to improperly misuse data outside the record to penalize it alone for its system’s current speeds was one of the many errors. Another error was that the Bureau ignored SpaceX’s “robust record evidence” of its proven ability to quickly expand and upgrade its network.
The Bureau failed to account for SpaceX’s transparent all-in pricing against the “opaque pricing—which disguises the true cost to consumers—common in the industry,” SpaceX said.
“The Bureau’s decision holds SpaceX to standards not adopted by the Commission for the RDOF program. Indeed, these are standards that no bidder could meet today. Changing the rules to undo a prior policy is grossly unfair after SpaceX has invested thousands of employee hours and millions of dollars preparing to meet its RDOF obligations on the reasonable assumption that the Bureau would apply the Commission’s rules in an even-handed manner.”
“Far more troubling, as no RDOF applicant offering fiber even bid in the majority of the territories SpaceX committed to serve through RDOF, the Bureau’s decision leaves the Commission with no plan to connect many unconnected Americans, undermining the very purpose of this program. The decision should not be allowed to stand, leaving the people in these rural areas across our country behind yet again.”
Last month, FCC Commissioner, Brenden Carr, called out the agency for denying Starlink’s award. Along with a statement posted to Twitter, he tweeted that it would leave rural Americans “waiting on the wrong side of the digital divide.”
Your feedback is welcome. If you have any comments, or concerns, or see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter at @JohnnaCrider1.
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Investor's Corner
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a massive beat on vehicle deliveries for the second quarter, delivering 489,126 vehicles and building 451,758 cars during the three-month span.
This was a major shock for those on Wall Street as they anticipated somewhere around 400,000 deliveries for the quarter, and showed Tesla still has plenty of demand for its vehicles around the world and in the U.S. despite losing the $7,500 EV Tax Credit last year.
Tesla Q2 2026 Earnings Results
- Non-GAAP EPS – $0.33 reported vs. $0.53 expected
- Revenues – $28.236 billion reported vs. $26.4 billion expected
- Free Cash Flow- -$1.092B
- Profit -$ 4.751B
Tesla (beat/missed) analyst expectations, so the market response to the company’s quarter is what we will look for next.
Tesla shares closed today down just over 1 percent, trading at $374.01.
In the past, it has been anyone’s guess with what Tesla shares will do after they report earnings. Strong quarters have resulted in sharp drops, while lackluster quarters have seen the stock shoot up considerably.
Tesla will hold its Q2 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q2 2026 Earnings Call https://t.co/zZS6ii2TWK
— Tesla (@Tesla) July 22, 2026
Elon Musk
Tesla is about to make parking in busy lots less stressful than ever
Tesla is about to make parking in busy parking lots at businesses and other points of interest less stressful than ever by allowing drivers more control over where they park and how, CEO Elon Musk confirmed on X.
Tesla has been working to improve the parking performance of vehicles utilizing the Full Self-Driving suite, but now it is looking to add more customization, allowing drivers to choose the specific space they park in, but also potentially the orientation the car pulls into the spot:
It’s coming soon
— Elon Musk (@elonmusk) July 21, 2026
Musk has reiterated on X twice over the past several weeks that Tesla is working to make things with the FSD suite based more on the driver’s specific preferences and behaviors that were seen in past drives.
Essentially, it sounds like if you tend to park away from a business to avoid other vehicles, Tesla FSD will soon recognize that preference of yours and start parking further away as well. Additionally, the prospect of assigned parking spaces has been something many owners have voiced concerns about.
Living in a community with assigned parking spaces makes using FSD incredibly difficult as it will rarely park in the correct spot when there are so many to choose from. This is also pertinent in work settings where there are sometimes assigned parking spaces.
The updates to Tesla’s Full Self-Driving suite in terms of listening to driver preferences with parking are also extending to routing. Tesla announced yesterday that with the release of its 2026 Summer Update, it was adding Automatic Navigation and Preferred Routes:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla has always maintained the idea that any human input is bad input, and that, ideally, Tesla Full Self-Driving will always make the right decision. Of course, this is all in theory, but the issue is that so many of Tesla’s interventions have come because it does something that is not necessarily wrong, but perhaps not what the driver would prefer.
Taking these preferences into account will help Tesla alleviate some of the potentially unnecessary interventions that drivers perform.
News
Tesla starts preparing for Optimus in its smartphone app
Tesla is starting to prepare for the launch of the Optimus robot in its smartphone app, new coding strings show. Elon Musk has referred to Optimus as what will be the greatest-selling product of any kind of all time, and now, Tesla is getting ready for its launch.
Tesla’s smartphone app had several first-time mentions of the Optimus program, according to Tesla App Updates, who intially reported on the appearance. Here’s what they found:
A Dedicated “Robot” Phone Key Authentication
Tesla is working on a Bluetooth Low Energy, or BLE, authentication that is specifically for robots. This does not only apply to Optimus, though, as Robotaxi, which is Tesla’s autonomous ride-hailing platform, might also identify vehicles within the fleet as robots as well.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Essentially, pairing your phone as a key to anything Tesla identifies as a robot to a “whitelist” of authorized devices. Optimus, Robotaxi, or other products that fall into this category will only respond if the device trying to communicate with it is authorized.
This is a great security feature that will eliminate at least face-value and low-level threats.
Home Data Collection and System Alerts
This appears to be somewhat of a neural network for Optimus within your house. There will be a dedicated screen that asks for consent to collect both video and spatial data while Optimus performs in-home tasks. Everything from vacuuming, washing dishes, dusting, and other activities will be tracked.
There will also be a comprehensive alert system that will track everything from low battery to mechanical issues.
Other Changes
Most of the changes tracked in this particular app update are related to Tesla’s 2026 Summer Update, and include things such as image assets for new features, a preview of the new custom wraps feature, and other unique features.
You can check out our coverage on what is included with the 2026 Summer Update here:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
