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SpaceX gives infrared glimpse of Falcon 9 landing after successful Dragon launch
SpaceX has successfully launched a flight-proven Cargo Dragon spacecraft on its way to the International Space Station (ISS), confirmed just a few minutes after Falcon 9 booster B1056 performed a flawless landing on drone ship Of Course I Still Love You (OCISLY).
Carrying ~2500 kg (5500 lb) of cargo, Dragon will now spend around 48 hours rendezvousing with the ISS and is scheduled to begin berthing operations early Monday morning, May 6th. Safely landed aboard OCISLY, SpaceX’s recovery fleet should be able to return B1056 to Port Canaveral as few as 6-12 hours from now, depending on sea states and the booster’s condition.
Just a minute or so after B1056 touched down, Falcon 9’s MVac upper stage engine shut down and Cargo Dragon capsule C113 – outfitted with a fresh trunk section – safely separated. The spacecraft then began its own series of on-orbit checkouts, deployed its solar arrays, and armed its 12 Draco maneuvering thrusters.
Dragon will spend two days in the rendezvous phase, slightly boosting and tweaking its own orbit until its trajectory more or less intersects the Space Station’s. NASA will offer live coverage of the spacecraft’s ISS arrival, beginning several hours beforehand and tracking through approach, capture, and berthing. Once Dragon is safely attached, ISS’s crew of astronauts can begin unloading the several thousand pounds of internal cargo and prepare to withdraw unpressurized payloads (OCO-3 and STP-H6) from the spacecraft’s trunk.
The first of many
Meanwhile, SpaceX has finally managed to recover one of its Falcon 9 Block 5 boosters after an exceptionally gentle Earth reentry and landing. Soon after its launch debut, B1056 separated from S2 and Dragon and began its boost back to shore at a downright relaxing ~1.6 km/s (Mach 4.7) and an altitude of 65 km (40 mi). For context, SpaceX’s most extreme Falcon booster recovery yet saw Falcon Heavy center core B1055 separate at almost twice the speed of B1056, traveling nearly 3 km/s (Mach 8.7) at an altitude of almost 100 km (62 mi).
After such a gentle reentry, the Block 5 booster should be in exceptionally good shape and may require just a few weeks of actual refurbishment before its effectively ready for a second launch. Forced to land aboard drone ship Of Course I Still Love You (OCISLY) after a Crew Dragon explosion littered LZ-1 and 2 with debris critical to the failure investigation, B1056 is now just a few dozen kilometers away from Port Canaveral, 10-20x closer than most drone ship recoveries. Assuming a quick and painless stage safing and securing process, the SpaceX fleet could return the Falcon 9 booster to Port Canaveral just hours from now, minimizing exposure to the marine environment and permitting a uniquely speedy recovery from start to finish.
If B1056 looks to be in good shape, the likeliest candidate for its next launch is Cargo Dragon’s CRS-18 mission, scheduled for no earlier than (NET) mid-July. If events do play out as described, B1056 would become the first flight-proven Block 5 booster to fly a NASA mission, an important step in the process of certifying reused rockets for future NASA launches. Ironically, barring significant delays, the US Air Force will actually beat NASA to the punch to become the first US government entity to fly a payload on a flight-proven Block 5 rocket. NET June 22, the USAF STP-2 mission is scheduled to use not one but both of Falcon Heavy Flight 2’s Block 5 side boosters after their successful April 11th launch debut.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
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 (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
