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SpaceX Falcon rocket aces 100th consecutive rocket landing
SpaceX has successfully launched its first batch of next-generation Starlink V2 satellites, likely kicking off a new era of affordability for the constellation.
Simultaneously, demonstrating just how far SpaceX is ahead of its competitors and the rest of the spacefaring world, the Starlink 6-1 launch culminated in the 100th consecutively successful landing of a Falcon rocket booster. As a result, SpaceX’s landing reliability now rivals the launch reliability of some of the most reliable rockets ever flown. That extraordinary feat bodes well for SpaceX’s next-generation Starship rocket, which is designed to propulsively land humans on the Earth, Moon, Mars, and beyond.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
SpaceX’s landing reliability milestone is made all the more impressive by the lack of immediate competition. More than seven years after SpaceX’s first successful Falcon 9 booster landing and six years after the company’s first successful Falcon booster reuse, Falcon 9 and Falcon Heavy are still the only reusable orbital-class rockets in operation.
Blue Origin has had some success reusing the first stage of its suborbital New Shepard rocket. Rocket Lab has also recovered small Electron rocket boosters from the ocean, but it’s yet to catch a booster with a helicopter – a necessity for cost-effective reuse. Many other companies have announced or begun developing their own partially or fully-reusable rockets. But even in a best-case scenario, the most promising of those potentially competitive rockets are still a year or two from their first launch attempts, let alone their first successful recoveries and reuses.
SpaceX debuted the Falcon 9 rocket behind most of its successful booster recoveries and reuses in June 2010. SpaceX recovered a Falcon 9 booster for the first time in December 2015 and reused a (different) booster for the first time in March 2017. It completed nearly all of that risky development work during launches for paying customers.
Even after the first success, many unsuccessful landing attempts followed as SpaceX pushed the performance envelope and discovered new failure modes. Falcon’s most recent landing failure occurred during a Starlink launch in February 2021 and was caused by a hole in a flexible ‘skirt’ meant to keep Earth’s superheated atmosphere out of the flight-proven booster’s engine section.
However, every landing since Falcon 9’s Starlink-19 landing failure has been successful. On February 27th, 2023, almost exactly two years after that failure, Falcon 9 booster B1076 touched down on one of SpaceX’s three drone ships, marking the rocket family’s 100th consecutively successful landing. Starlink 6-1 was also the Falcon family’s 183rd consecutively successful launch, as a Falcon landing failure has never prevented the completion of a mission’s primary objective.
Launch-wise, Falcon 9 and the Falcon family have already become the most statistically reliable rockets in history. Very few rockets in history have managed 100 consecutively successful launches, let alone landings. For example, according to spaceflight reporter Alejandro Romera, the next most reliable American rocket – the McDonnell Douglas Delta II – narrowly achieved 100 consecutively successful launches before its retirement in 2018. The landing reliability of SpaceX’s Falcon rockets is thus tied with the launch reliability of the most reliable American rocket not built by SpaceX.
Additionally, SpaceX Falcon booster landings are now statistically more reliable than the launches of United Launch Alliance’s much-touted Atlas V rocket, which has (more or less) successfully launched 97 times.
Falcon’s landing reliability is an encouraging sign for SpaceX’s next-generation Starship rocket. For Starship to fully achieve SpaceX’s goals, it will eventually need to be able to propulsively land humans on Earth and at other destinations throughout the solar system. SpaceX currently has no plans no plans to develop an independent crew escape system for Starship, meaning that the rocket itself will instead have to demonstrate extraordinary overall reliability. SpaceX executives have stated that Starship will only be deemed safe enough to launch humans once it has completed “hundreds” of successful launches and, presumably, landings.
Falcon has managed 100 successful landings in a row despite large gaps in redundancy. Most landing burns are conducted with a single Merlin 1D engine. Any issue with that engine would likely result in a failed landing. Falcon boosters also have four landing legs and four grid fins powered by a single hydraulic pump. The failure of that pump or one of four legs have demonstrably doomed earlier landings.
Starship’s much larger size and excess performance could provide a larger margin for error and allow for more redundancy. But Falcon has demonstrated that that even a rocket with multiple glaring single-points-of-failure can achieve 100 consecutively successful landings.
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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