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SpaceX Falcon 9 briefly incinerates itself after another successful mission

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SpaceX completes 16th launch of 2017, aims for at least 19 before year’s end

Following the successful separation of Koreasat 5A from SpaceX’s Falcon 9 second stage, the rocket company has completed its 16th flawless mission of 2017. Several launches still remain in the 2017 manifest, leaving SpaceX with as many as 20 successful launches this year if all goes as planned, and this bodes well for SpaceX’s 2018 goal of 30 or more missions.

 

Currently coasting in a comfortable geostationary transfer orbit after a wild ride aboard Falcon 9, the launch of Koreasat 5A exemplifies SpaceX’s ever-maturing expertise and comfort with rapid and routine launches and booster recoveries. Falcon 9 is also clearly maturing as a launch system, and has not suffered launch scrubs since the launch of Intelsat 35e in early July. Following first stage separation, Falcon 9 1042 made its way back to Earth and landed aboard Of Course I Still Love You, stationed approximately 350 miles off the East coast of Florida. This marks the 19th successful landing of a Falcon 9 first stage.

Despite suffering some apparently significant fire damage after the recovery of SES-11’s Falcon 9 earlier this month, OCISLY was repaired and sent back into action, performing admirably during its recovery of Koreasat 5A’s Falcon 9 core 1042. The booster may be less than thrilled, as it was captured on camera catching fire just after landing, potentially prematurely removing the possibility of future re-flights if the damage is too severe. SpaceX’s Falcon 9 is effectively a controlled explosion powered by liquid oxidizer and refined kerosene, and boosters cant exactly be faulted for incinerating themselves and their surroundings every once and awhile, although SpaceX almost certainly strives to prevent major fires as much as possible.

 

SpaceX’s largest customers buy into reusability

On top of another successful mission, the last week was accompanied by a flurry of revelations regarding SpaceX’s near-term plans. Earlier today, NASASpaceflight.com revealed information it was provided indicating that NASA has cleared Cargo Dragon missions for launch aboard recovered SpaceX rockets. This is an immensely important achievement that cannot be understated. NASA is SpaceX’s largest and most valuable customer, and SpaceX conducts an array of launches each year for the agency’s Commercial Resupply Services program.

While we wait for official confirmation from NASA itself, we can now look forward to at least two more Falcon 9 reuses in the final two months of 2017, both scheduled for launches in December. CRS-13, aiming for an early December launch, is now expected to use the same Falcon 9 booster that launched CRS-11 in June 2017. On the West coast, Iridium has also agreed to launch several NEXT missions aboard reused Falcon 9s, with the NEXT-4 mission now scheduled to launch from Vandenberg Air Force Base aboard the booster that helped lift the Iridium NEXT-2 payload in June 2017.

All things considered, this is an extraordinary accomplishment. In the first year of commercial reuse, SpaceX has already accomplished three successful missions aboard reused hardware, and is likely to make that five missions before the year is out. There is also a small chance that Falcon Heavy will launch later this year, itself composed of two refurbished boosters and one new booster. The future is looking undeniably bright for SpaceX’s program of rocket reusability.

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.

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Tesla hits major milestone with Full Self-Driving subscriptions

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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.

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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.

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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.”

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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.

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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.

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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.

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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. 

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