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SpaceX set for third Starlink launch in a row [webcast]
Update: SpaceX says that a Falcon 9 rocket is on track Starlink 4-11 from California’s Vandenberg Space Force Base (VSFB) no earlier than (NET) 9:12 am PST (17:12 UTC) on Friday, February 25th. The mission will be the third of five back-to-back Starlink launches planned in February and March 2022.
In lieu of commercial missions that are ready to fly, SpaceX Falcon 9 rockets are currently scheduled to launch at least five batches of Starlink satellites in a row.
The streak won’t break the company’s record of seven back-to-back Starlink launches but it does highlight one beneficial side-effect of SpaceX’s relentless pursuit of vertical integration – the ability to create its own launch demand. Just shy of two full months into 2022, SpaceX has launched seven times – three for paying customers and four for Starlink. Before February is over, the company is scheduled to launch at least one more batch of Starlink satellites for a total of eight launches in the first two months of the year.
Up next, SpaceX is scheduled to launch Starlink 4-11 out of its California-based Vandenberg Space Force Base (VSFB) SLC-4E facilities no earlier than (NET) 9:08 am PST (17:08 UTC), Friday, February 25th. Drone ship Of Course I Still Love You (OCISLY) departed the Port of Long Beach for the mission on February 22nd and is headed around 640 kilometers (~400 mi) southeast to a booster landing area just off the coast of Baja California. Falcon 9 booster B1063 is scheduled to support the mission – its fourth launch overall and first since it helped launch NASA’s DART asteroid redirection spacecraft into interplanetary space in November 2021.
Up next, another Falcon 9 rocket is scheduled to launch Starlink 4-9 as early as “mid-morning” EST on Thursday, March 3rd from its Kennedy Space Center LC-39A pad. Booster B1060 is reportedly scheduled to support the mission and will become the third SpaceX first stage to singlehandedly support eleven orbital-class launches if it does. Starlink 4-9 could be the pad’s last mission for a few weeks to give SpaceX enough time to convert its rocket transporter/erector for the March 30th launch of Axiom-1, which will send four private astronauts to the International Space Station.
Finally, SpaceX plans to launch Starlink 4-10 NET Tuesday, March 8th from Cape Canaveral Space Force Station (CCSFS) Launch Complex 40 (LC-40). It’s likely that SpaceX will launch at least one more Starlink mission next month but a firm date has yet to be settled on. All told, including Starlink 4-7 (February 3rd) and Starlink 4-8 (February 21st), SpaceX is on track to launch at least five Starlink missions in a row, hopefully placing around 240 satellites (~200 after losing most of Starlink 4-7 to a “geomagnetic storm”) in orbit in less than five weeks.
More a sign of a lack of commercial missions ready for flight than anything else, SpaceX’s record for uninterrupted Starlink missions – set from February to April 2021 – is seven launches. Technically, SpaceX actually managed 12 Starlink launches between February and March, with just one commercial mission – Crew-2 – separating the lot. Barring surprises, SpaceX is thankfully unlikely to be hit by a similar streak in 2022.
There’s a chance that SpaceX will launch a batch of three O3B mPower satellites for SES next month. At a minimum, SpaceX is scheduled to launch a trio of Dragon missions over the next two or so months, beginning with Ax-1 NET March 30th. Another Crew Dragon is scheduled to launch Crew-4 for NASA on April 15th, followed by Cargo Dragon 2’s CRS-25 space station resupply mission as early as May 1st. Excluding Starlink missions and on top of the three commercial launches SpaceX has already completed this year, there are as many as 38 more commercial Falcon launches tentatively scheduled before the end of 2022.
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
