On the heels of SpaceX’s last launch of 2021, which rounded out a record-breaking year and marked the 100th successful Falcon booster landing, the time has come to look at what the new year might hold for the world’s most prolific commercial launch provider and its workhorse rockets.
Thanks in part to a number of delays that pushed a significant portion of SpaceX’s planned 2021 launches into next year, the company’s 2022 launch manifest is bigger than any other year in its already impressive history. In 2021, having completed 31 orbital launches, SpaceX’s Falcon 9 was the single most launched rocket in the world – beating out several Russian and Chinese rockets operated by each country’s national space agency. On its own, Falcon 9 launched six more times than the entire country of Russia.
However, despite how impressive SpaceX’s performance was this year, all evidence suggests that 2022 could see almost twice as many Falcon launches as 2021.
That information comes from unofficial manifests maintained by fans and followers, who collate dozens of different reports, press releases, and rumors to create a rough picture of upcoming launch plans. Of course, the farther away any given launch is; the more likely it will be significantly delayed. Even official information from SpaceX itself would not be able to accurately predict how many launches it will conduct over a year or more, but the manifests are still useful tools for rough predictions.
In general, short of a major launch failure grounding a given rocket or some other unforeseen catastrophe (2021’s semiconductor supply issues, for example), unofficial manifests have been maybe 60-80% accurate. In the case of 2022, two such well-maintained manifests agree that SpaceX has approximately 40 launches currently scheduled next year – including up to 5 Falcon Heavy missions and at least 35 Falcon 9 launches. SpaceX has never had more launches scheduled in a single year. Simultaneously, after SpaceX’s 2021 performance, 2022 is the first time it’s been possible to seriously believe that the company might actually be able to complete 40 commercial launches in one year. And even then, that figure is still only part of the story.
Starlink
In 2021, SpaceX completed 17 successful dedicated Starlink missions, launching just shy of 1000 satellites – 989 to be exact – in a single year. In the first five months of 2021, before unknown issues caused an unintended Starlink launch hiatus, SpaceX completed 13 of those dedicated Starlink launches. In other words, if satellite production had kept up with SpaceX’s Falcon fleet, the company was technically on track to complete more than 30 Starlink launches in a single year, which – combined with all other missions – would have amounted to a total of 43 launches in 2021.
That specificity is important because – save for a single Starlink mission – the ~40 commercial launches on SpaceX’s 2022 manifest entirely exclude Starlink launches. Given that skipping or intentionally throttling a full year of Starlink launches is simply out of the question for SpaceX, that means that the company has approximately 40 commercial missions to launch on top of one or two dozen potential Starlink V1.5 missions. Assuming that Starlink V1.5 production remains somewhat constrained relative to Starlink V1.0, which peaked at an implied average of more than 1800 satellites per year in H1 2021, it might be reasonable to expect up to 20 (rather than 30) Starlink V1.5 launches in 2022 if production remains steady.
Combined, that means that SpaceX’s nominal 2022 manifest might actually include up to 60 Falcon launches. The question, then, is whether there is any chance at all for SpaceX to actually complete an average of more than one launch per week next year. Conveniently, SpaceX itself seemingly answered that question just this month. In December 2021, the company – pushing all three of its orbital pads to their limits – completed a record five Falcon 9 launches. Technically, it actually completed those five launches in a mere 19 days. Including NASA’s DART mission, which SpaceX launched on November 24th, the company ultimately launched six Falcon 9 rockets in less than four weeks (27 days).
Given the company’s recent cadence records and the turnaround records of each of the three pads used to achieve them, it’s clear that SpaceX could technically repeat that feat – a burst of five launches in 3-4 weeks – every month. Obviously, that’s easier said than done and it’s inherently unlikely for a record-breaking monthly launch cadence to become the norm immediately after, but the achievement still demonstrates that SpaceX is technically capable of launching five times in three weeks and then being ready to do so again by the start of the next month.
Averaged over 2022, 5 launches per month would equate to 60 launches per year. In other words, while unlikely, it’s by no means impossible for SpaceX to replicate 2021’s Starlink launch cadence and simultaneously complete as many as 40 commercial launches. In reality, a more plausible outcome for 2022 might be 5-10 commercial launches slipping into 2023 and SpaceX ultimately completing around 30-35 commercial launches and ~15 dedicated Starlink missions for a total of 45-50 – still an extraordinary hypothetical achievement by any measure. Going off of recent trends, which have seen SpaceX’s annual cadence grow from 21 (2018) and 26 (2020) to 31 (2021), 35-40 launches would be a still more conservative estimate for 2022.
Regardless, even excluding Starship, the year is set to be quite the spectacle for SpaceX. The 40 commercial missions tentatively on the company’s manifest include two Crew Dragon NASA astronaut launches, one or two private Crew Dragon missions to the International Space Station, up to 3 commercial Moon landers, a Korean Moon orbiter, NASA’s Psyche asteroid explorer, and as many as five or six Falcon Heavy launches.
Elon Musk
Tesla Earnings: financial expectations and what we should to hear about
In terms of discussions, Tesla earnings calls are usually a great time to get some clarification on the company’s outlook for its current and future projects.
Tesla (NASDAQ: TSLA) will report its earnings for the first quarter of 2026 this evening after the market closes, and analysts have already put out their expectations from a financial standpoint for the company’s first three months of the year.
Additionally, there will be plenty of things that will be discussed, including the recent expansion of the Robotaxi program, the Roadster unveiling, and Full Self-Driving (Supervised) approvals across the globe.
Financial Expectations
Wall Street consensus expectations put Tesla’s Earnings Per Share (EPS) at $0.36, while revenues are expected to come in around $22.35 billion.
This would compare to an EPS of $0.27 and $19.34 billion compared to Tesla’s Q1 2025. Last quarter, EPS came in at $0.50 on $29.4 billion of revenue.
Tesla beat analyst expectations last quarter, but the next trading day, the stock fell nearly 3.5 percent. We never quite can gauge how the market will respond to Tesla’s earnings; we’ve seen shares rise on a miss and fall on a beat.
It really goes on the news, and investor consensus, it seems.
What to Expect
In terms of discussions, Tesla earnings calls are usually a great time to get some clarification on the company’s outlook for its current and future projects. Right now, the big focus of investors is the Robotaxi program, the Roadster unveiling, and what the outlook for Full Self-Driving’s expansion throughout Europe and the rest of the world looks like.
Robotaxi
Tesla just recently expanded its unsupervised Robotaxi program to Dallas and Houston, joining Austin as the first cities in the U.S. to have access to the company’s ride-hailing suite.
Tesla expands Unsupervised Robotaxi service to two new cities
Some saw this move as a quick effort to turn attention away from a delivery miss and an anticipated miss on earnings. However, we’ve seen Tesla be more than deliberate with its expansion of the Robotaxi suite, so it’s hard to believe the company would make this move if it were not truly ready to do so.
The company is also working to expand its U.S. ride-hailing service outside of Texas and California, and recently filed paperwork to build a Robotaxi-exclusive Supercharger stall.
Expansion is planned for Florida, Nevada, and Arizona at some point this year, with more states to follow.
Roadster Unveiling
The Roadster unveiling was slated for April 1, and then pushed back (once again) to “probably late April,” according to Elon Musk.
It does not appear that the Roadster unveiling will happen within that time frame, at least not to our knowledge. Nobody has received media or press invites for a Roadster unveiling, and given the lofty expectations set for the vehicle by Musk and Co., it seems like something they’d want to show off to the public.
The Roadster has become a truly frustrating project for Tesla and its fans; evidently, there is something that is not up to the expectations Musk and others have. Meanwhile, fans are essentially waiting for something that is six years late.
At this point, also given the company’s focus on autonomy, it almost seems more worth it to just cancel it, remove any and all timelines and expectations, and surprise people with something crazy down the line, maybe in two or three years. There should be no talk of it.
Full Self-Driving Global Expansion
We expect Musk and Co. to shed some details on where it stands with other European government bodies, as it recently was able to roll out FSD (Supervised) to customers in the Netherlands.
Spain is also working with Tesla to assess FSD’s viability as a publicly available option for owners.
With that being said, there should be some additional information for investors as they listen to the call; no talk of it would be a pretty big letdown.
Optimus
There will likely be a date set for the Gen 3 Optimus unveiling, and we’re hopeful Tesla can keep that date set in stone and meet it. Not reaching timelines is a relatively minor issue, but a company can only do this for so long before its fans and investors start to lose trust and disregard any talk about dates.
It seems this is happening already.
Optimus has been pegged as Tesla’s big money maker for the future. The goals and expectations are high, but it is a privilege to have that sort of pressure when investors know the company’s capability.
News
Tesla just unlocked sales to 50,000+ government agencies
It marks a significant step in expanding Tesla’s presence in the public sector, where procurement processes have traditionally slowed electric vehicle adoption.
Tesla just unlocked sales to over 50,000 government agencies by entering a new agreement with Sourcewell, a purchasing cooperative.
Tesla entered a new master purchasing agreement with Sourcewell, the largest government purchasing cooperative in the U.S. This will enable streamlined sales of its EVs to more than 50,000 U.S. public entities. Tesla entered Designated Contract 0813525-TES, and the agreement covers Model 3, Model Y, and Cybertruck, and potentially other vehicles the company could release.
It marks a significant step in expanding Tesla’s presence in the public sector, where procurement processes have traditionally slowed electric vehicle adoption.
The deal allows eligible agencies, including cities, school districts, state governments, and higher-education institutions, to purchase Tesla vehicles directly through Sourcewell without conducting their own lengthy competitive bidding or request-for-proposal (RFP) processes.
Pricing is pre-negotiated and capped, providing transparency and predictability. Agencies simply register for a Sourcewell account online or by phone and place orders under the existing contract. This cooperative model aggregates demand across thousands of members, reducing administrative costs and time while ensuring compliance with public procurement rules.
For Tesla, the agreement removes major barriers to government fleet sales. Public-sector procurement cycles often stretch 12 to 18 months due to bidding requirements and committee reviews.
Tesla buyers in the U.S. military can get $1,000 off Cybertruck purchases
By securing the master contract, Tesla gains immediate, simplified access to a massive customer base that previously faced friction in adopting EVs. The company highlighted in its announcement that the partnership will help these 50,000-plus agencies “save thousands of $$$ in operating costs for their vehicle fleet over time” through lower maintenance, energy efficiency, and the elimination of tailpipe emissions.
The initial four-year term runs through November 13, 2029, with options for up to three one-year extensions, offering long-term stability for both parties.
Sourcewell’s role is central to execution. As a cooperative purchasing organization, it negotiates and manages vendor contracts on behalf of its members, then makes them available nationwide. Participating entities contact Tesla’s dedicated fleet team or Sourcewell representatives to complete purchases, bypassing redundant paperwork.
This structure accelerates fleet electrification while maintaining fiscal accountability—agencies receive pre-vetted pricing and terms without reinventing the wheel for each vehicle order.
The partnership positions Tesla to capture a larger share of the public fleet market, where total cost of ownership often favors electric vehicles once procurement hurdles are removed.
For government buyers, it translates to faster deployment of sustainable fleets, reduced long-term expenses, and alignment with environmental mandates. As more agencies transition, the contract could contribute to broader EV infrastructure growth and taxpayer savings across the country.
Elon Musk
How much of SpaceX will Elon Musk own after IPO will surprise you
SpaceX’s IPO filing confirms Musk will maintain his voting power to make key decisions for the company.
Elon Musk will retain dominant voting control of SpaceX after it goes public, according to the company’s IPO prospectus that was filed with the SEC. The filing reveals a dual-class equity structure giving Class B shareholders 10 votes each, concentrating power with Musk and a handful of other insiders, while Class A shares sold to public investors carry one vote.
Musk holds approximately 42% of SpaceX’s equity and controls roughly 79% of its votes through super-voting shares. He will simultaneously serve as CEO, CTO, and chairman of the nine-member board after the listing. Beyond that, the filing includes provisions that may limit shareholders’ influence over board elections and legal actions, forcing disputes into arbitration and restricting where they can be brought.
The case for Musk holding this level of control is grounded in SpaceX’s actual history. The company’s most important bets, from reusable rockets to a global satellite internet constellation, were decisions that ran against conventional aerospace thinking and would likely have faced resistance from a board accountable to investor gains. Fully reusable rockets were considered economically irrational by established industry players for years. Starlink, which now generates over $4 billion in annual operating profit, was widely dismissed as financially unviable when it was proposed. The argument for concentrated founder control seems straightforward, and the decisions that built SpaceX into what it is today required someone willing to ignore consensus and absorb years of losses.
SpaceX files confidentially for IPO that will rewrite the record books
For context, Musk’s position is significantly more dominant than Zuckerberg’s at Meta. The comparison with Tesla is also worth noting. When Tesla did its IPO in 2010, it did not issue dual-class shares. Musk has only recently pushed for enhanced voting protection, proposing at least 25% control at Tesla in 2024 after selling shares to fund his Twitter acquisition left him with around 13%.
SpaceX has clearly learned from that experience and structured the IPO differently by planning to allocate up to 30% of shares to retail investors, roughly three times the typical norm for a large offering. The roadshow is expected to begin the week of June 8, with a Nasdaq listing rumored to be a $1.75 trillion valuation and a $75 billion raise.
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