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SpaceX’s next Falcon Heavy begins to arrive at 39A as center core heads to TX

Falcon Heavy just prior to its first fully-integrated static fire. (SpaceX)

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Approximately a week after a Falcon Heavy side booster – the first of two – arrived at SpaceX’s LC-39A launch complex, a sign of late-stage preparation for the massive rocket’s second and third launches, a Falcon Heavy center stage was spotted rolling through the Waco, Texas locale on its way to SpaceX’s McGregor testing facilities.

Signified by the outlines of unusual bumps under the Falcon booster’s protective shrink wrap, this probable Falcon Heavy center core’s Texas arrival indicates that SpaceX has most likely completed static fire testing of both side boosters, with the second booster now likely to depart McGregor and/or arrive at SpaceX’s Florida facilities in the coming weeks.

In February 2018, Falcon Heavy took flight for the first time ever, bringing to an end an almost mythical series of delays that pushed the rocket’s debut back more than five years. Aside from the unintentional demise of Falcon Heavy Flight 1’s center core, the inaugural launch was a spectacular and technologically valuable success, perfectly verifying the rocket’s ability to safely ignite, launch, separate, and recover two Falcon 9-class boosters simultaneously. SpaceX also took the opportunity – a payload with no practical value aside from inspiration – to perform a successful six-hour coast of the Falcon upper stage, demonstrating a capability critical for many potentially valuable launch contracts.

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The next Falcon Heavy’s first side booster delivery was caught by several onlookers around December 21. (Instagram)

Now verified by planning schedules, SpaceX plans to attempt a truly impressive feat in the first half of 2019. Assuming all goes well during the center booster’s static fire and the subsequent integration and static fire of all three first stages, the company intends to launch the same Falcon Heavy hardware (all three boosters) twice in as little as two months, currently tentatively penciled in for February/March and April 2019.

Corroborated a few weeks ago by a NASA official involved in one of the payloads that will be present on that planned April launch, SpaceX plans to attempt recovery of both the side boosters and center core and rapidly refurbish them after their first launch in February or March, nominally placing the 6000 kg (~13,200 lb) Arabsat 6A satellite into a high-energy orbit. Perhaps as few as 4-8 weeks later, the rocket will be reintegrated, perform a second static fire at Pad 39A, and launch once again with a USAF rideshare known as Space Test Program (STP) 2, a program specifically designed to allow the Air Force to support low-risk test launches of unproven rockets.

Even more so than the fact that an ~8-week Falcon Heavy turnaround would simultaneously break SpaceX’s previous booster turnaround record in triplicate, the biggest reason to be skeptical of these plans is the fact that this schedule appears to require that the USAF fly a mission on not one but three flight-proven Falcon boosters. This stands at odds with the military branch’s unwillingness (by all appearances) to so much as allow a brand new Falcon 9 enough propellant margin (typically just a few percent) to land itself after the December 23rd launch of GPS III SV01, let alone allow their satellites to ride on a previously-flown rocket.

 

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The major wrench in the machine here is the fact that GPS III SV01 most likely cost the USAF upwards of $700M to procure and will ultimately become a critical part of a widespread infrastructural upgrade, whereas STP-2 features two dozen or so small satellites worth dramatically less than the single GPS satellite SpaceX launched last month. STP-2 also operates under a program that is in large part meant to offer opportunities for new or wholly unproven launch vehicles (like Falcon Heavy) to conduct experimental launches, carrying the assumption that certifying those rockets for national security space (NSS) missions would be in the best interests of the Air Force and DoD.

As such, the back-to-back Falcon Heavy launch schedule is by no means impossible despite the fact that it offers up many reasons to doubt its plausibility. Either way, the fact that the next Falcon Heavy’s center core has already left SpaceX’s Hawthorne factory – following in the footsteps of two new side boosters – is a nearly unequivocal sign that the rocket’s second launch rapidly approaching.


For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!

Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Elon Musk

Tesla CEO Elon Musk drops massive bomb about Cybercab

“And there is so much to this car that is not obvious on the surface,” Musk said.

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Credit: Tesla

Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.

The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.

The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.

Tesla shares epic 2025 recap video, confirms start of Cybercab production

Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.

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It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.

Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”

As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.

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Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.

It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.

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Investor's Corner

Tesla Q4 delivery numbers are better than they initially look: analyst

The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.

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Credit: Tesla Asia/X

Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear. 

Munster shared his thoughts in a post on his website. 

Normalized December Deliveries

Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.

“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.

For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.

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Tesla’s United States market share

Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States. 

“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter.  For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.

“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.

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Elon Musk

Tesla analyst breaks down delivery report: ‘A step in the right direction’

“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.

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(Credit: Tesla)

Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”

Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.

Tesla releases Q4 and FY 2025 vehicle delivery and production report

Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.

In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.

However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:

“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”

It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.

While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.

Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.

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