News
SpaceX Falcon Heavy booster spotted at Kennedy Space Center
SpaceX has been spotted transporting a Falcon Heavy booster through NASA’s Kennedy Space Center (KSC) facilities, offering a slight glimpse behind the scenes amid a seemingly unending series of launch delays for the most powerful operational rocket in the world.
Continuing a recent surge of Falcon Heavy booster appearances at or around SpaceX facilities, the latest instance saw the company transporting new, unflown Falcon Heavy center core south through KSC to its HangarX rocket storage and processing facilities. While it does not appear that this particular Falcon Heavy center core is the same core believed to be assigned to the rocket’s next launch, its movement is still significant.
First, it’s not entirely clear where the Falcon Heavy center core came from. SpaceX maintains several fragmented processing and storage facilities in hangars strewn throughout the Cape Canaveral Space Force Station (CCSFS), though SpaceX’s new HangarX facility – located within KSC ground – was presumably meant to organize booster and fairing storage, outfitting, and refurbishment under one roof.
Regardless, the new Falcon Heavy center core moved to HangarX on March 9th, 2022 was missing at least a few essential parts, suggesting that it could merely be headed there to be fully outfitted for an upcoming launch. However, it could also have been moved to HangarX for longer-term storage after waiting too long at a satellite storage facility. Due to seemingly unrelenting delays impacting at least three of several Falcon Heavy launches planned in 2022, SpaceX has been stuck shuffling more and more Falcon Heavy cores over the last six or so months.
As of September 2021, all three new Falcon Heavy cores meant to support USSF-44 – set to be the rocket’s first launch in more than two years – were already inside the integration hangar at Pad 39A, the only launch site able to support Falcon Heavy. Originally meant to launch in late 2020, both USSF-44 and USSF-52 have been more or less indefinitely delayed ever since. In September, USSF-44 – one or several geostationary US military satellites – was expected to launch as early as October 2021. Soon after, the launch was delayed to “early 2022.” As of March 2022, the US military now refuses to offer even a vague public estimate for the mission’s latest launch target.
Combined with a series of either two or three Dragon launches – all of which need Pad 39A – planned as early as late March, mid-April, and early May, it’s now all but guaranteed that Falcon Heavy will have to wait until May or June 2022 for its first launch since June 2019 – a staggering three-year gap. Due to those delays, SpaceX is currently juggling an unprecedented fleet of six (soon to be seven) unflown, ready-for-flight Falcon Heavy boosters on top of another dozen flight-proven Falcon 9 and Heavy boosters.
On top of the military’s USSF-44 and USSF-52 missions, both of which are now years behind schedule, satellite communications provider ViaSat also recently announced the latest in a long line of ViaSat-3 launch delays, pushing its Falcon Heavy launch from this spring to no earlier than “late summer” – i.e. late Q3 2022. Ironically, of Falcon Heavy’s near-term missions, only NASA’s Psyche spacecraft – designed to orbit and explore an exotic asteroid tens to hundreds of millions of miles from Earth – has survived the last year or two without a major launch delay. It remains on track to launch in August 2022.
In fact, given that there is apparently so much uncertainty surrounding USSF-44 and USSF-52 that the US military is no longer willing to offer any public schedule estimate, it’s starting to look likely that Psyche – barring its own delays – could launch before USSF-44, USSF-52, and ViaSat-3. If that’s the case, SpaceX has almost half a year to prepare for the launch and it would only make sense to move all Falcon Heavy cores to longer-term storage until schedule confidence improves.
Unfortunately, that means that until there are signs of tangible preparations or actual military payloads arriving at Cape Canaveral, it’s very likely that SpaceX will have to wait until August 2022 at the earliest for Falcon Heavy’s first launch in more than three years.
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.
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.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
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.
Investor's Corner
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Tesla (NASDAQ:TSLA) has reported its Q4 2025 production and deliveries, with 418,227 vehicles delivered and 434,358 produced worldwide. Energy storage deployments hit a quarterly record at 14.2 GWh.
Tesla’s Q4 and FY 2025 results were posted on Friday, January 2, 2026.
Q4 2025 production and deliveries
In Q4 2025, Tesla produced 422,652 Model 3/Y units and 11,706 other models, which are comprised of the Model S, Model X, and the Cybertruck, for a total of 434,358 vehicles. Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Energy deployments reached 14.2 GWh, a new record. Similar to other reports, Tesla posted a company thanked customers, employees, suppliers, shareholders, and supporters for its fourth quarter results.
In comparison, analysts included in Tesla’s company-compiled consensus estimate that Tesla would deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems in Q4 2025.
Tesla’s Full Year 2025 results
For the full year, Tesla produced a total of 1,654,667 vehicles, comprised of 1,600,767 Model Y/3 and 53,900 other models. Tesla also delivered 1,636,129 vehicles in FY 2025, comprised of 1,585,279 Model Y/3 and 50,850 other models. Energy deployments totaled 46.7 GWh over the year.
In comparison, analysts included in Tesla’s company-compiled consensus expected the company to deliver a total of 1,640,752 vehicles for full year 2025. Analysts also expected Tesla’s energy division to deploy a total of 45.9 GWh during the year.
Tesla will post its financial results for the fourth quarter of 2025 after market close on Wednesday, January 28, 2026. The company’s Q4 and FY 2025 earnings call is expected to be held on the same day at 4:30 p.m. Central Time.
Elon Musk
Starlink achieves major milestones in 2025 progress report
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets.
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets. The company also completed deployment of its first-generation Direct to Cell constellation, launching over 650 satellites in just 18 months to enable cellular connectivity.
SpaceX highlighted Starlink’s impressive 2025 progress in an extensive report.
Key achievements from Starlink’s 2025 Progress
Starlink connected over 4.6 million new customers with high-speed internet while bringing service to 35 more regions worldwide in 2025. Starlink is now connecting 9.2 million people worldwide. The service achieved this just weeks after hitting its 8 million customer milestone.
Starlink is now available in 155 markets, including areas that are unreachable by traditional ISPs. As per SpaceX, Starlink has also provided over 21 million airline passengers and 20 million cruise passengers with reliable high-speed internet connectivity during their travels.
Starlink Direct to Cell
Starlink’s Direct to Cell constellation, more than 650 satellites strong, has already connected over 12 million people at least once, marking a breakthrough in global mobile coverage.
Starlink Direct to Cell is currently rolled out to 22 countries and 6 continents, with over 6 million monthly customers. Starlink Direct to Cell also has 27 MNO partners to date.
“This year, SpaceX completed deployment of the first generation of the Starlink Direct to Cell constellation, with more than 650 satellites launched to low-Earth orbit in just 18 months. Starlink Direct to Cell has connected more than 12 million people, and counting, at least once, providing life-saving connectivity when people need it most,” SpaceX wrote.
Tesla analyst breaks down delivery report: ‘A step in the right direction’
Tesla releases Q4 and FY 2025 vehicle delivery and production report
