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Watch SpaceX’s last launch and landing of 2020 live [webcast]
Update: Despite no plans for a preflight static fire, SpaceX remains on track to attempt its last launch and landing of 2020 as early as 9 am EST (14:00 UTC), Thursday, December 17th.
After performing a routine preflight wet dress rehearsal (WDR) and booster static fire prior to every launch since September 2016, SpaceX has gradually begun to loosen the requirement for flight-proven rockets in 2020. Instead, if a prior flight or post-flight inspection reveal issues, static fires will serve more as a data-driven diagnostic tool. For flight-proven boosters with a clean bill of health, so to speak, SpaceX appears to be confident enough to skip the procedure on a few internal Starlink launches and the odd customer mission.
Now, despite NROL-108 begin the NRO’s first direct launch contract with SpaceX and first flight on a flight-proven Falcon 9 rocket of any kind, let alone the four-flight booster assigned to support it, the espionage agency apparently has equal faith in SpaceX. Falcon 9 B1059, a new upper stage and payload fairing, and the unspecified NROL-108 payload(s) went vertical at Kennedy Space Center (KSC) Launch Complex 39A on December 16th – far too late for any WDR or static fire testing prior to an early December 17th launch attempt.
The mission will be SpaceX’s 26th and final launch of 2020 and – barring a major surprise – the last orbital US launch of the year. As usual, SpaceX will broadcast the launch live, with coverage beginning around 15 minutes prior to liftoff (8:45 am EST/UTC-5).
The National Reconnaissance Office (NRO) says that SpaceX remains on track to attempt its last Falcon 9 launch and landing of the year after an almost two-month delay.
Originally scheduled to launch as early as October, the secretive orbital espionage agency’s NROL-108 launch plans were quietly revealed in routine communication permission requests filed by SpaceX with the FCC. Unfortunately, those plans came around the same time as a Falcon 9 booster engine issue aborted a SpaceX launch at the last second and forced the company to undergo a quick but extensive anomaly investigation. As it turns out, the Falcon 9 booster assigned to support NROL-108 (B1059) was practically siblings with the three new boosters affected by the investigation.
SpaceX may have had to swap some of the nine Merlin 1D engines on B1059, although a far less likely outcome given that B1059 had successfully completed four launches and landings at that point. Ultimately, while nothing is known for sure, payload-side issues with the NROL-108 satellite(s) are the most likely cause of most of the eight-week delay that followed. Now, confirmed by the NRO on December 14th, SpaceX is scheduled to launch its second mission for the spy agency no earlier than (NET) 9 am to 12 pm EST (14:00-17:00 UTC) on Thursday, December 17th.
For SpaceX, this will be the third time in a single month that a customer has effectively leapfrogged several Falcon 9 booster reuse milestones, once again exhibiting an extreme amount of confidence in the company’s expertise with flight-proven rockets. On December 6th, Falcon 9 booster B1058 lifted off for the fourth time in support of SpaceX’s CRS-21 space station resupply mission for NASA, marking the space agency’s first launch on a twice- or thrice-flown booster.
On December 13th, carrying a large communications satellite for Sirius XM, another Falcon 9 booster lifted off for the seventh time, becoming the first private customer to launch on a five-flight or six-flight SpaceX rocket.
As few as four days after SXM-7, SpaceX is now scheduled to launch the mysterious NROL-108 mission. It will be the first time the NRO has launched a payload on a flight-proven commercial rocket of any kind, as well as its first launch on a two-flight, three-flight, or four-flight booster – by far the biggest numerical leap a SpaceX customer has ever taken. NRO’s first and only SpaceX launch – technically contracted by spacecraft provider Bell Aerospace, not NRO itself – was completed in May 2017.
While less significant, NROL-108 will also be SpaceX’s first US government launch on a four-flight Falcon 9 booster, yet another indication that even its most conservative customers have fully bought into the value and technical viability of reusable rockets.
After launch, Falcon 9 B1059 will flip around and head back towards the Florida coast for a landing at one of SpaceX’s two East Coast Landing Zones. Deploying a minute or so after booster separation, Falcon 9’s two payload fairing halves are expected to splash down some 330 km (~205 mi) downrange, where SpaceX recovery ships GO Search and GO Ms Tree will attempt recovery.
Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
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