Connect with us

News

SpaceX recovers fairing intact for the first time, Starlink communicating back to Earth

Published

8 years ago

on

With the launch of PAZ and two of their own Starlink demo satellites, SpaceX has completed its fourth successful launch of 2018, and continued an aggressive series of reusability-focused flight-tests.

Amazingly, the company managed to successfully recover a fairing intact for the first time ever, an absolutely crucial step towards ramping the Falcon family’s launch cadence and reusability. According to CEO Elon Musk, SpaceX’s fairing recovery vessel Mr. Steven missed the fairing by a few hundred meters, meaning that the fairing gently landed in the Pacific Ocean, rather than Mr. Steven’s now-famous fairing recovery net. This is quite possibly the first time in aerospace history that an orbital rocket’s payload fairing has been recovered intact, and the fairing in question looks very much intact.

As mentioned by Musk, that massive piece of hardware had to survive reentry into Earth’s atmosphere at no less than Mach 8, considerably more than two times faster than the famous SR-71 Blackbird spy plane. While the fairing’s parafoil appears to have sunk after being quickly detached, careful observers will note three vertical bars at its three corners, almost certainly the points where that parafoil attaches to them and allows it to gently float down to the ocean surface.  While not nearly as consequential as SpaceX’s growing expertise with Falcon booster recovery and reuse, each fairing – made largely of carbon fiber composites – takes a huge amount of time and effort to complete, and cost upwards of $3 million each ($6m for both halves). In this sense, SpaceX has managed to recover a pallet of cash, as Musk humorously likened the effort fairing reuse to in 2017.

Given just how good the fairing’s condition appears to be, as well as the calm sea states, it’s very likely that SpaceX will try to pick up the landed fairing with a crane, although that would require a different vessel – Mr. Steven has no crane! Teslarati’s Pauline Acalin will undoubtedly be checking out the Port of San Pedro once Mr. Steven has returned to shore, in hopes of capturing the first-ever photos of a recovered orbital rocket fairing.

Falcon 9 roars into the dark California sky with PAZ and Starlink. (Pauline Acalin)

Starlink hopes tempered despite apparent success

While only mentioned a few times during the webcast, the Falcon 9 that launched earlier today was also carrying additional co-passengers – two SpaceX demonstration satellites, in this case. Confirmed to have successfully deployed and begun communicating with SpaceX ground control, this is another huge accomplishment for SpaceX and marks their first-ever steps into dedicated satellite manufacturing and operation. Despite the significance of this event, SpaceX was keen to lower expectations for the satellite internet network, named Starlink. The following statement was provided during the webcast:

“Even if these satellites work as planned, we still have considerable technical work ahead of us to design and deploy a low Earth orbit satellite constellation. If successful, [this system] would provide people in low to moderate population densities around the world with affordable, high-speed internet access, including many that have never had internet access before.”

https://www.instagram.com/p/BfgTyTzgYVm/

For all intents and purposes, this appears to be a significant departure from previous statements given about Starlink by the rocket company. The explicit mention of “low and moderate” population densities being the only focus of service contrasts heavily with a general sense that Starlink was intended from the outset to provide universal internet around the globe to anyone who could afford the service. This certainly serves as a confirmation that there are major technological hurdles that will need to be overcome for Starlink to become the universal internet many have come to hope for from SpaceX – it would appear that it will be quite difficult to serve high-density populations with SpaceX’s current choice of technologies for their constellation.

Still, the demand is undeniably there. Even readers of Teslarati expressed an immediate desire to ditch their cable companies and ISPs, both in the US and abroad. If SpaceX can make it happen, they will have hordes of eager ISP-hating internet users desperate for any alternatives, and your author is proudly among them. The badly served aside, it sounds like SpaceX may be pivoting towards Starlink as a method of connecting the underserved – mainly those in rural or undeveloped areas. Even in the US, this is a major problem for those that do not live near large cities, and US ISPs are exceptionally anti-consumer in these situations – often times charging obscene costs for cable installation or outright refusing to provide coverage. Starlink could be a boon for those individuals in the US and elsewhere, especially where a simple lack of infrastructure is the cause. Much of Africa suffers from this, although mobile networks have become a backbone for a relatively unique pattern of mobile phone usage.

Here’s to hoping that SpaceX manages to once again rise to an exceptional technological challenge. As with all R&D efforts, the company’s satellite effort would be helped immensely with additional funds, and thankfully Falcon 9 Block 5 is very nearly ready to fly its first missions. This highly reusable iteration of the rocket could enable SpaceX to fly dozens of missions with a single Falcon 9 booster, and would thus enable unprecedented profit margins for a launch company, at least in the interim. Eventually, SpaceX is bound to bring down its prices for the customer, but the first need to recoup their reusability and Falcon Heavy investments, while also ensuring a sound business plan to support the development of their BFR and BFS vehicles that may one day enable the colonization of space. Starlink may be another beneficiary of those profits, and could itself one day act as a source of reliable funding for SpaceX’s interplanetary endeavors.

Advertisement

Teslarati   –   Instagram – Twitter

Tom Cross – Twitter

Pauline Acalin – Twitter

Eric Ralph – Twitter

Related Topics:

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

Advertisement
Comments

Elon Musk

Tesla hits major milestone with Full Self-Driving subscriptions

Published

2 hours ago

on

January 29, 2026

By

Credit: Ashok Elluswamy/X

Tesla has announced it has hit a major milestone with Full Self-Driving subscriptions, shortly after it said it would exclusively offer the suite without the option to purchase it outright.

Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year.

This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000.

In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively.

Musk said on X:

“Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter.”

The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue, and closes off the ability to buy it outright for a bargain when Musk has said its value could be close to $100,000 when it reaches full autonomy.

Advertisement

It also caters to Musk’s newest compensation package. One tranche requires Tesla to achieve 10 million active FSD subscriptions, and now that it has reached one million, it is already seeing some growth.

The strategy that Tesla will use to achieve this lofty goal is still under wraps. The most ideal solution would be to offer a less expensive version of the suite, which is not likely considering the company is increasing its capabilities, and it is becoming more robust.

Tesla is shifting FSD to a subscription-only model, confirms Elon Musk

Currently, Tesla’s FSD subscription price is $99 per month, but Musk said this price will increase, which seems counterintuitive to its goal of increasing the take rate. With that being said, it will be interesting to see what Tesla does to navigate growth while offering a robust FSD suite.

Continue Reading

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.”

Published

3 hours ago

on

January 29, 2026

By

Credit: Tesla

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:

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.

Advertisement

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.

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.

Continue Reading

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.

Published

6 hours ago

on

January 29, 2026

By

Credit: @AdanGuajardo/X

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. 

Advertisement
Continue Reading