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SpaceX set for rocket recovery first after US military satellite launch
A SpaceX Falcon 9 is set to become the first commercial rocket to attempt to land after an operational launch for the US military, potentially paving the way for an even more significant milestone somewhere down the road.
Featuring brand new booster B1060 and a new upper stage and payload fairing, Falcon 9 is scheduled to launch the US military’s third upgraded GPS III satellite (PS III SV01) no earlier than (NET) 3:55 pm EDT (19:55 UTC) on June 30th. While it will be the second time a Falcon 9 Block 5 rocket has lifted off from Cape Canaveral Air Force Station (CCAFS) Launch Complex 40 (LC-40) with a GPS III satellite in tow, the mission will mark a critical first for SpaceX and the US military. For the first GPS III mission, the US Air Force somewhat inexplicably required SpaceX to expend the new Falcon 9 booster assigned to the December 2018 launch.
The US military never offered a technical explanation for why Falcon 9 couldn’t land after launching a ~3900 kg (~8600 lb) GPS III SV01 to a medium orbit but could, for example, land after launching a dozen metric tons and two NASA astronauts. Regardless, the US Air Force Space and Missile Systems Command (SMC) has decided that SpaceX can now attempt to land Falcon 9’s first stage during the company’s second GPS III launch. A step further, on the eve of the mission, SMC has revealed that it may even be opening up to the idea of reusing SpaceX boosters on future military launches.
Falcon 9 B1060 has a 15-minute window to launch the GPS III SV03 spacecraft on Tuesday, June 30th. Meanwhile, drone ship Just Read The Instructions (JRTI) – heading out to sea to prepare for B1060’s attempted landing – recently passed just a few miles from drone ship Of Course I Still Love You (OCISLY) – returning to Port Canaveral after SpaceX decided to delay its ninth Starlink v1.0 launch from June 23rd. 25th, and 26th to the first or second week of July.
JRTI arrived at its post ~630 km (~390 mi) East of the Florida Coast on June 29th, around 36 hours before liftoff.
Drone ship JRTI was recently recommissioned after extensive upgrades and a several thousand mile move from Port of Los Angeles, California to Port Canaveral, Florida, ultimately supporting its first East Coast booster landing and recovery barely three weeks ago. If successful, B1060 will become the first orbital-class booster ever to land after an operational US military launch, excluding a number of Space Shuttle missions in the 1980s.
According to reporting by Space News’ Sandra Erwin, it’s unlikely that SpaceX will reserve Falcon 9 booster B1060 – assuming a successful landing – for reuse on a future US military launch. Given that SMC appears to have even stricter requirements than NASA’s Commercial Crew (CCP) and Commercial Resupply Services (CRS) programs, it’s safe to assume that – like NASA – the US military will only initially allow booster reuse if said booster has only flown missions for the agency. Given that Falcon 9’s next known US military launch (GPS III SV04) is NET “late 2020” and that there “are currently no plans to use a previously-flown booster on any future GPS launches”, it’s unlikely that SpaceX will waste a perfectly good booster by saving it for 6-18+ months.
Regardless, as usual, SpaceX will host an uninterrupted webcast of the launch. Tune in around 15 minutes prior to catch SpaceX’s third launch of the month and 11th of the year.
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Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, 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 (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
