News
SpaceX prepares Falcon 9 booster for eleventh launch and landing [webcast]
SpaceX has confirmed that Falcon 9 is on track to launch another batch of Starlink satellites less than 48 hours after a successful United Launch Alliance Atlas V from a pad just two miles south.
Falcon 9 is now scheduled to launch Starlink 4-9 from Kennedy Space Center (KSC) Launch Complex 39A no earlier than (NET) 9:35 am EST (14:35 UTC) on Thursday, March 3rd. Oddly, unlike Starlink 4-8, which successfully launched 46 Starlink satellites into low Earth orbit (LEO) on February 21st, Starlink 4-9 – following a seemingly identical trajectory – will carry 47 satellites. The reason for the small difference is unclear.
Last month, SpaceX suffered a significant anomaly when a “geomagnetic storm” warmed Earth’s atmosphere, causing 38 of 49 just-launched Starlink 4-7 satellites to prematurely reenter and burn up. In response, while SpaceX hasn’t officially confirmed the change, it appears that all subsequent Starlink missions are being launched to slightly higher parking orbits. In comparison, Starlink 4-4 – a West Coast mission – launched 52 satellites into a 340 x 210 kilometer (210 x 130 mi) parking orbit in December 2021. Starlink 4-7, an East Coast mission, launched 49 satellites into a 336 x 210 km parking orbit on February 3rd, losing three satellites to account for extra performance needed to safely dodge the Bahamas.
Following Starlink 4-7’s space weather calamity, SpaceX – using an identical trajectory – launched 46 Starlink 4-8 satellites (three fewer than 4-7) from the East Coast into a higher 337 x 325 km parking orbit on February 21st. On February 25th, SpaceX also launched 50 Starlink 4-11 satellites (a reduction of two) from the West Coast into a higher 316 x 306 km parking orbit. In short, after Starlink 4-7, SpaceX appears to be sacrificing a few Starlink satellites to launch to parking orbits that are slightly higher and thus slightly more stable.
In theory, this should entirely prevent a repeat of the Starlink 4-7 anomaly while only marginally increasing the amount of time it should take dead-on-arrival satellites to reenter. While doing so increases the number of satellites Falcon 9 can launch, the main reason SpaceX launches Starlink satellites to such low orbits is to ensure that any failed satellites reenter a matter of days to a few weeks after launch instead of the years it could take at their operational ~550 km (~340 mi) orbits.
Of course, that doesn’t explain why Starlink 4-9 is projected to launch one more Starlink satellite than Starlink 4-8. It’s possible that SpaceX is refining its new insertion orbit on the fly and that Starlink 4-9 is headed to a slightly lower destination after data gathered from 4-8 and 4-11. It’s also possible that SpaceX is tweaking some other aspect of Falcon 9’s mission profile or even modifying Starlink satellites (i.e. adding or subtracting mass) – neither of which would be out of the ordinary for the company.
Regardless, Starlink 4-9 is interesting for a few more reasons. First, it will mark drone ship Just Read The Instruction’s (JRTI) first recovery mission since a mistake made by its onboard Octagrabber rocket nearly lead to the loss of an entire Falcon 9 booster in December 2021. That implies that SpaceX has fully determined and rectified the cause of that anomaly and repaired both the drone ship and its robot. To reach its full launch cadence potential, SpaceX needs at least two operational drone ships on the East Coast. Otherwise, in lieu of rare low-performance missions that allow Falcon 9 boosters to fly back to land, SpaceX can only launch one East Coast Falcon 9 mission every 10 or so days and can’t support Falcon Heavy launches that require two at-sea booster landings.
Additionally, SpaceX has confirmed that Falcon 9 B1060 will launch Starlink 4-9. The mission will be its 11th launch and landing attempt, hopefully making it the third Falcon 9 booster to successfully support 11 orbital-class launches after B1051 and B1058. Together, that means that 3 (15%) of the 19 Falcon 9 Block 5 boosters SpaceX has debuted will have singlehandedly supported 33 (37%) of the 89 Falcon 9 launches the company has completed since May 2018. It’s difficult to imagine a more resounding affirmation of SpaceX’s work on reusability.
Tune in to SpaceX Starlink 4-9 webcast around 9:20 am EST (14:20 UTC) on Thursday, March 3rd to watch the launch live.
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.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
