News
SpaceX competitor ULA readies for final launch of 30-year-old Delta II rocket
Long-time SpaceX competitor United Launch Alliance (ULA) is nearly ready for the final launch of its Boeing subsidiary’s Delta II family of rockets, culminating a nearly 30-year history mostly dominated by routine success.
If completed without failure, the launch of NASA’s ICESat-2 satellite – built to track global ice-sheet variation with a huge space-based laser – will mark Delta II’s 100th consecutive success and the rocket’s 153rd fully successful launch overall, an immensely impressive and laudable achievement regardless of the vehicle’s lack of competitive advantage in the modern launch industry.
A teary farewell to Delta II this weekend, so in the run up we're going to give her a send off with a trip down memory lane per the vehicle's evolution from Thor.
Standby for a 7,000 word (yep!) feature article from William Graham on Thursday, with a ton of cool info/old photos. pic.twitter.com/g43PS6kHcr
— NSF – NASASpaceflight.com (@NASASpaceflight) September 13, 2018
Shockingly tiny when compared with modern launch vehicles like Delta IV, Atlas V, and Falcon 9, Delta II measures roughly 39 meters (~128 ft) tall, 2.4 meters (8 ft) in diameter, and weighs 160 metric tons (~350,000 lb) when fully fueled, just over half as tall and significantly less than 30% as heavy as SpaceX’s Falcon 9.
Contracted by NASA in 2013, Delta II’s ICESat-2 launch cost the agency roughly $97 million (2013 USD), although the cost of launch has shrunk in relation to the satellite, which suffered at least $200 million of overruns and 12+ months of delays due to difficulties developing the spacecraft’s impressive space-based LIDAR system. For comparison, NASA contracted a Falcon 9 launch (for the TESS exoplanet observatory, launched in April 2018) from SpaceX for $87 million in 2016, while the USAF has secured several launch contracts with SpaceX for far more complex GPS satellite launches at a cost of almost exactly $97 million apiece.
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- The final Delta II rocket is awaiting its last launch from Vandenberg Air Force Base this Saturday. (NASA/Randy Beaudoin)
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- A Delta II Heavy rocket seen launching NASA’s THEMIS satellite in 2007. (NASA)
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- Falcon 9 Block 5 booster B1049 returned to Port Canaveral today, ~60 hours after launch. Falcon 9 is dramatically cheaper than the aging Delta II. (Tom Cross)
Aging rockets, changing markets
Put simply, the contrast in capabilities offered for equivalent prices soundly demonstrates exactly why Delta II is being phased out. Although capable of better performance with a third upper stage and nine much larger solid rocket boosters (SRBs), that ‘Heavy’ variant of Delta II cost NASA an incredible $150 million per launch in 2009. For the versions of Delta II closer to $100 million per launch, the rocket is able to place 2500-3200 kg (5500-7000 lb) in low Earth orbit and not much at all to any higher energy destinations, which demand a third stage or a heavier rocket. At a comparable price (or much lower in SpaceX’s case), Atlas V and Falcon 9 are able to launch far larger payloads to far higher orbits.
This was by no means the case when Delta II debuted in 1989, and the McDonnell Douglas-built rocket readily earned its impressive reputation as a relatively reliable, capable, and (more or less) affordable launch vehicle compared alongside other rockets available in the ’90s. Delta II wound up as a ULA rocket (sort of) thanks to Boeing and McDonnell Douglas’ 1997 corporate merger, followed in 2006 by Lockheed Martin and Boeing’s cooperative formation of the United Launch Alliance. ULA thus operates Delta II, Delta IV, and Atlas V, all featuring multiple variants and very few distinguishing capabilities when compared amongst themselves.
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- Delta II is trucked to the launch pad ahead prior to launch. (NASA)
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- The business end of Delta II. (ULA)
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- ULA technicians install one of four solid rocket boosters on ICESat-2’s Delta II launch vehicle. (NASA)
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- ULA technicians install one of four solid rocket boosters on ICESat-2’s Delta II launch vehicle. (NASA)
The cost of maintaining all those highly duplicative rockets and unique factories and engineering expertise is fundamentally unnatural and reliant upon some sort of noncompetitive market forces (i.e. launch monopolies assured through “block buys” of multiple rockets from NASA and the US military), forces that have been mortally challenged by SpaceX’s reintroduction of competition to the American launch industry.
ICESat-2 is scheduled to launch on Delta II on Saturday, September 15th at 5:46 AM PDT/12:46 UTC. Stay tuned for more information on ICESat-2’s giant space LIDAR payload and mission goals, as well as Teslarati photographer Pauline Acalin’s photos of the fairly historic rocket launch.
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
News
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.
The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.
However, the time is coming.
During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:
🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year pic.twitter.com/aTnruz818v
— TESLARATI (@Teslarati) January 28, 2026
Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.
Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.
Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.
In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.
🚨 Tesla has achieved nearly 700,000 paid Robotaxi miles since launching in June of last year pic.twitter.com/E8ldSW36La
— TESLARATI (@Teslarati) January 28, 2026
With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.
Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments.
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Key takeaways
Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.
The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.
Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.
Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.
Production shifts, robotics, and AI investment
Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.
Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.
Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.
More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs.
Tesla is bringing closure to its flagship Model S and Model X vehicles, which CEO Elon Musk said several years ago were only produced for “sentimental reasons.”
The Model S and Model X have been light contributors to Tesla’s delivery growth over the past few years, commonly contributing only a few percentage points toward the over 1.7 million cars the company has handed over to customers annually since 2022.
However, the Model S and Model X have remained in production because of their high-end performance and flagship status; they are truly two vehicles that are premium offerings and do not hold major weight toward Tesla’s future goals.
On Wednesday, during the Q4 2025 Earnings Call, Musk confirmed that Tesla would bring closure to the two models, ending their production and making way for the manufacturing efforts of the Optimus robot:
“It is time to bring the Model S and Model X programs to an end with an honorable discharge. It is time to bring the S/X programs to an end. It’s part of our overall shift to an autonomous future.”
Musk said the production lines that Tesla has for the Model S and Model X at the Fremont Factory in Northern California will be transitioned to Optimus production lines that will produce one million units per year.
Tesla Fremont Factory celebrates 15 years of electric vehicle production
Tesla will continue to service Model S and Model X vehicles, but it will officially stop deliveries of the cars in Q2, as inventory will be liquidated. When they’re gone, they’re gone.
BREAKING: Tesla will wind down Model S and Model X production next quarter, Elon Musk confirms.
“It is time to bring the Model S and Model X programs to an end with an honorable discharge.” pic.twitter.com/Czn7aQjJE1
— TESLARATI (@Teslarati) January 28, 2026
Tesla has been making moves to sunset the two vehicles for the better part of one year. Last July, it stopped taking any custom orders for vehicles in Europe, essentially pushing the idea that the program was coming to a close soon.
Musk said back in 2019:
“I mean, they’re very expensive, made in low volume. To be totally frank, we’re continuing to make them more for sentimental reasons than anything else. They’re really of minor importance to the future.”
That point is more relevant than ever as Tesla is ending the production of the cars to make way for Optimus, which will likely be Tesla’s biggest product in the coming years.
Musk added during the Earnings Call on Wednesday that he believes Optimus will be a major needle-mover of the United States’ GDP, as it will increase productivity and enable universal high income for humans.
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
