News
SpaceX’s next commercial Falcon Heavy launch to carry Astranis rideshare satellite
Geostationary satellite communications startup Astranis has decided to move its first operational satellite launch from a SpaceX Falcon 9 to a Falcon Heavy, effectively securing the massive rocket its first commercial rideshare payload.
While not technically Falcon Heavy’s first rideshare payload and not the rocket’s first commercial rideshare launch contract, Astranis’ first 400 kg (~900 lb) MicroGEO satellite nevertheless appears set to become the first commercial rideshare payload to actually fly on the world’s largest operational rocket. Not all that dissimilar to Starlink in scope and its desire to disrupt a stagnant industry, Astranis wants to offer global communications services providers a different route to geostationary internet and broadcast solutions. Unlike SpaceX’s constellation, the startup’s MicroGEO satellites are designed for geostationary orbits ~36,000 km (~22,200 mi) above Earth’s surface and more than 60 times higher than Starlink.
However, like Starlink satellites, MicroGEO will feature exceptional density (throughput per kilogram), weighing a magnitude less than average modern geostationary communications satellites while still offering up to 10 Gbps of bandwidth. Expected to cost around $40M apiece compared to ~$100M+ for most traditional offerings, the value proposition of small Astranis satellites with 5-10 times less bandwidth admittedly gets a bit blurrier, but the company should still offer a viable alternative for companies and countries that just don’t need a massive satellite.
For example, Astranis’ first customer and the buyer behind the first MicroGEO satellite – known as Aurora 4A – is Pacific Dataport, a company focused on delivering connectivity throughout Alaska – one of the most remote and sparsely populated places on Earth. That combination of attributes makes providing broadband communication services spectacularly difficult and satellite internet the perfect (and, to an extent, the only viable) solution. However, a full $100M+ geostationary communications satellite with 50-100+ Gbps of bandwidth would likely far outweigh the needs of Alaska’s ~730,000 residents – especially when most Alaskans live in the state’s few large cities, most of which already have passable internet connectivity.
As such, it’s easy to see why a small but high-performance geostationary satellite like the kind Astranis offers might be a perfect fit for an Alaskan internet provider. While low Earth orbit (LEO) constellations like OneWeb and SpaceX’s Starlink do offer far more bandwidth and a user experience potentially as good or better than a wired connection almost anywhere on Earth, both companies first have to launch hundreds or thousands of satellites to ensure continuous coverage. Both Starlink and OneWeb are a ways away from offering continuous coverage in polar regions.
Geostationary satellites – especially those as small as Aurora 4A – offer a significant shortcut, requiring just a single satellite and ground stations in one or a few very specific regions to fully complete a communications network. Of course, thanks to universal limits posed by the speed of light, geostationary internet customers end up saddled with extreme latency (ping on the order of 300-1000ms) and strict individual bandwidth limits. But in places like Alaska, where there can easily be no alternative for the most rural residents, Astranis – or just about anything – could bring welcome relief.
Now, Astranis says it has moved the first MicroGEO satellite from a SpaceX Falcon 9 rocket to rideshare payload on Falcon Heavy’s upcoming ViaSat-3 launch, scheduled no earlier than Q2 2022. According to the startup, doing so will allow the tiny satellite to begin operations over Alaska mere days or a few weeks after launch, saving months of orbit-raising thanks to Falcon Heavy’s performance. That’s only possible because, as the Astranis press release also revealed, Falcon Heavy is scheduled to launch the 6.4 ton (~14,100 lb) ViaSat-3 and 400 kg (~900 lb) Aurora 4A satellites directly to geostationary orbit (GEO). If Falcon Heavy’s upcoming USSF-44 mission launches on schedule next month, ViaSat-3 will be SpaceX’s second direct-to-GEO mission ever and the company’s first for a commercial customer.
Assuming SpaceX is still able to recover two – or even all three – of Falcon Heavy’s side boosters while launching almost 7 tons (~15,500 lb) of satellites directly to GEO, it will also demonstrate just how much of a force to be reckoned with it really is, well and truly leaving competitors ULA and Arianespace with nowhere to hide on the open market.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
Tesla (NASDAQ:TSLA) has released its Q4 and FY 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, January 28, 2025.
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
For the Full Year 2025, Tesla produced 1,654,667 and delivered 1,636,129 vehicles. The company also deployed a total of 46.7 GWh worth of energy storage products.
Tesla’s Q4 and FY 2025 results
As could be seen in Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP EPS of $0.24 and non-GAAP EPS of $0.50 per share in the fourth quarter. Tesla also posted total revenues of $24.901 billion. GAAP net income is also listed at $840 million in Q4.
Analyst consensus for Q4 has Tesla earnings per share falling 38% to $0.45 with revenue declining 4% to $24.74 billion, as per estimates from FactSet. In comparison, the consensus compiled by Tesla last week forecasted $0.44 per share on sales totaling $24.49 billion.
For FY 2025, Tesla posted GAAP EPS of $1.08 and non-GAAP EPS of $1.66 per share. Tesla also posted total revenues of $94.827 billion, which include $69.526 billion from automotive and $12.771 billion from the battery storage business. GAAP net income is also listed at $3.794 billion in FY 2025.
Below is Tesla’s Q4 and FY 2025 update letter.
TSLA-Q4-2025-Update by Simon Alvarez
Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.
It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.
The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.
With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:
“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”
The feature was first spotted by Not a Tesla App.
This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.
For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.
Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.
This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.
News
LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
Humanoid robot battery deals
LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.
China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.
LF Energy Solution vs rivals
According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.
LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla rolls out new Supercharging safety feature in the U.S.
