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SpaceX to close out February with Starlink launches on Monday and Friday [updated]
Update: SpaceX has delayed Starlink 4-8 from February 20th to no earlier than (NET) 9:44 am EST (14:44 UTC), Monday, February 21st in the hopes of better “recovery weather.” The mission will be Falcon 9 booster B1058’s 11th launch overall and second launch in less than 40 days.
Up next, Starlink 4-11 – SpaceX’s second West Coast launch this year – is now firmly scheduled to lift off around 7:30-8 am PST (15:30-16:00 UTC) on Friday, February 25th from Vandenberg Space Force Base (VSFB). Finally, launch photographer Ben Cooper reports that a third Starlink mission – likely Starlink 4-9 – is scheduled to launch from Kennedy Space Center Pad 39A as soon as March 3rd. SpaceX has at least one more Starlink mission and a private astronaut launch tentatively scheduled for March.
Continuing the company’s busiest planned year yet, SpaceX has dispatched a drone ship for the first of two more Falcon 9 Starlink launches scheduled before the end of the month.
While there were signs a few weeks ago that SpaceX had as many as four Starlink launches planned this month, that appears to have shrunk to three. In theory, SpaceX could have finished refurbishing both of its East Coast launch pads – LC-40 and LC-39A – earlier this week after supporting launches on January 31st and February 3rd. SpaceX may be taking an extra week to better understand a space weather anomaly that recently destroyed more than three-dozen Starlink satellites, to conduct deeper pad maintenance, to refurbish well-worn Falcon rockets, or to simply give its launch workforce a bit of respite but either way, the company’s next Falcon 9 launch appears to be scheduled no earlier than (NET) 9:54 am EST (14:54 UTC), Sunday, February 20th.
Drone ship A Shortfall Of Gravitas (ASOG) departed Port Canaveral on February 16th and is headed about 636 kilometers (395 mi) downrange to support Starlink 4-8’s Falcon 9 booster landing. The mission will be the new drone ship’s fourth consecutive recovery – an unintentional situation that was forced upon it when drone ship Just Read The Instructions (JRTI) suffered damage during SpaceX’s last booster recovery of 2021. On top of almost sliding off the deck, Falcon 9 booster B1069 suffered significant damage to most or all of its nine Merlin 1D engines when JRTI’s ‘Octagrabber’ robot effectively dropped the booster on its head during recovery operations.
Only through the heroics of the human recovery crew was B1069 able to be secured to drone ship JRTI’s deck and returned to dry land in (more or less) one piece. Based on new aerial images from local photographer Julia Bergeron, it appears that JRTI did require deck repairs after the ordeal. Equally importantly, the ship’s Octagrabber robot – which took the brunt of B1069’s fall – appears to have been fully repaired and was being tested on deck as of February 15th. Oddly, though drone ship ASOG has done an excellent job filling in, SpaceX has yet to have a fully nominal booster recovery since B1069’s anomaly.
With any luck, that will end later this month and the company’s three Octagrabbers will restart routine recovery operations. Following Starlink 4-8’s launch from Cape Canaveral, SpaceX has plans for at least one more Starlink mission – this time from the West Coast. SpaceX last launched from its Vandenberg SLC-4E pad on February 2nd and set a record turnaround time of 24 days late last year, implying that the Starlink mission is likely scheduled within the last few days of February.
If successful, SpaceX will have launched eight times in the first two months of 2022 and 13 times in the last three months, demonstrating a cadence of up to 48-52 launches per year if the company can sustain the pace. SpaceX’s official goal for 2022 is 52 Falcon launches.
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
