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Space Force officials say the Falcon 9 booster pictured here in SpaceX's rocket factory will have to wait a few months longer for its launch debut. (SpaceX) Space Force officials say the Falcon 9 booster pictured here in SpaceX's rocket factory will have to wait a few months longer for its launch debut. (SpaceX)

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SpaceX's first Space Force launch delayed by coronavirus pandemic

Space Force officials say the Falcon 9 booster pictured here in SpaceX's rocket factory will have to wait a few months longer for its launch debut. (SpaceX)

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Officials say that SpaceX’s first mission for the Space Force – also the company’s second upgraded GPS III satellite launch – has been significantly delayed by the United States’ growing coronavirus outbreak.

Only recently folded into the Space Force, a Space and Missile Systems Center (SMC) press release discussed the decision in greater detail, confirming that the center itself has chosen to delay SpaceX’s GPS III SV03 launch. Instead of a technical fault or issues processing the rocket or satellite, SMC is delaying the launch to “minimize the potential of COVID-19 exposure to the launch crew and early-orbit operators,” possibly referring to any combination of Lockheed Martin, Raytheon, or SpaceX employees.

This is now the second SpaceX launch to be delayed by the coronavirus pandemic after the Argentinian government’s strict response force its space agency (CONAE) to postpone its SAOCOM 1B Earth observation satellite launch. Viewed a different way, SpaceX’s next two commercial (non-Starlink) launches have each been delayed a month or two. However, it’s reasonable to assume that those delays are more or less indefinite, given that they both appear to be contingent upon the end of the United States’ coronavirus outbreak.

SpaceX’s second GPS III satellite launch has been delayed by the US Space Force due to coronavirus concerns. (Lockheed Martin)

As a result, it’s looking increasingly likely that SpaceX’s next two or three Falcon 9 launches will all be internal Starlink missions, carrying several more batches of 60 communications satellites into orbit. SpaceX’s next Starlink mission – the seventh overall – is expected to launch no earlier than April, likely in the second half of the month. Thanks to SpaceX’s highly successful Starlink factory, at least another two additional batches of satellites are ready or nearly ready for launch, waiting their turn for a Falcon 9 rocket.

SpaceX’s most recent launch saw Falcon 9 booster B1048 suffer the rocket’s first in-flight engine failure since October 2012, followed by an unsuccessful recovery attempt. (Richard Angle)

SpaceX’s fleet of flight-proven rockets has rapidly diminished after two boosters failed their landing attempts in February and March 2020, making it substantially harder to support an aggressive Starlink launch cadence. Excluding two Falcon Heavy Block 5 side boosters flown in April and June 2019, SpaceX’s fleet is now down to three booster: B1049, B1051, and B1059.

Thankfully, although production slowed down as SpaceX’s Hawthorne factory focus shifted more towards payload fairings and upper stages, the company has continued to build Falcon 9 boosters. Currently, boosters B1058 and B1060 have passed their McGregor, Texas acceptance tests and are awaiting their first launches in Cape Canaveral, Florida. B1058 should become the first SpaceX rocket ever to launch astronauts as early as late May 2020, while B1060 – assigned to launch the GPS III SV03 navigation satellite will now have to wait until June 30th at the earliest for its debut.

SpaceX Falcon 9 with NASA "worm" logo (Photo: NASA)
Assigned to support Crew Dragon’s inaugural NASA astronaut launch, Falcon 9 booster B1058 is pictured here at Pad 39A on April 1st, 2020. (SpaceX)
Meanwhile, Falcon 9 booster B1060 completed its McGregor, Texas static fire test in February 2020 and is now likely staged at SpaceX’s Cape Canaveral LC-40 launch pad. (SpaceX)

Assuming everything goes as planned, both B1058 and B1060 will land shortly after their respective NET May and NET June launches, potentially freeing the boosters up for refurbishment and reflight on future SpaceX missions – Starlink included.

Unfortunately, future launch delays are extremely likely due to the fact that the United States remains in what appears to be the early stages of the coronavirus pandemic. SpaceX itself already has six confirmed COVID-19 cases at its Hawthorne, California factory and headquarters, a number that could easily continue to grow without strict and immediate interventions. For now, though, the company appears set on forging ahead in this time of crisis.

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Eric Ralph is Teslarati's senior spaceflight reporter and has been covering the industry in some capacity for almost half a decade, largely spurred in 2016 by a trip to Mexico to watch Elon Musk reveal SpaceX's plans for Mars in person. Aside from spreading interest and excitement about spaceflight far and wide, his primary goal is to cover humanity's ongoing efforts to expand beyond Earth to the Moon, Mars, and elsewhere.

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Tesla CEO Elon Musk reminds everyone about Roadster’s true meaning

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Elon Musk addresses the crowd next to the new Tesla Roadster, which Tesla offers in Performance, Thrust and Rocket versions. (Image: Tesla/X)
Elon Musk addresses the crowd next to the new Tesla Roadster, which Tesla offers in Performance, Thrust and Rocket versions. (Image: Tesla/X)

Tesla CEO Elon Musk took to his social media platform X on Sunday to remind everyone that the Roadster’s true meaning is not about company growth or adding dollars to shareholders’ pockets. Sometimes, you just do things because you can.

Following the Roadster’s epic unveiling event last Thursday, skeptics and critics of the company or the project itself came out to say that the vehicle is a pointless project because it is not geared toward growing the company, delivering supreme margins for profitability, nor does it contribute to the big picture of Artificial/Super Intelligence.

But that’s just the thing: Roadster is not meant to be some shareholder dream; it’s meant to be a vehicle that people buy just because it is something awesome, unique, and the first of its kind.

Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds

Musk had to remind those who are skeptical about the Roadster’s importance to the company mission that while it is not a major contributor to Tesla’s long-term goals, it is something that is being built just because it can be:

“Optimus and Cybercab will be the vast majority of Tesla’s value. The only things that will scale to incredible size (K2 and beyond) economically are super intelligence, robots, solar power, and mass to space. And, of course, if you have the first two, the rest will follow. But Roadster is super cool, so we’re doing it anyway.”

Musk has said on many occasions that Optimus would be the project that would make up the vast majority of Tesla’s value in the coming years.

Robotics will be a major focus of Tesla over the coming years, especially as Musk believes Optimus will enable work to be optional for humans and will enable what he calls “High Universal Income.”

Cybercab will be a passive income opportunity for owners, Musk and Tesla have said for a very long time, as a fleet of self-driving vehicles will operate within a ride-hailing Robotaxi service that won’t require a human driver to be present.

Tesla investors are more than enthusiastic about the company’s future projects, at least from a general consensus perspective. However, it is important to note that the Roadster is a fun and cool project that pushes the boundaries of what people thought was possible for an automobile.

What we saw last week was the first true example of a flying car, and despite the backlash about how it might not contribute to Tesla’s grand ambitions, it’s okay to have fun sometimes, too.

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Investor's Corner

SpaceX’s biggest earnings test yet lands Tuesday, and Tesla shareholders should be watching

SpaceX reports earnings Tuesday as Wall Street watches AI spending, Starlink growth and Tesla merger

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SpaceX reports third quarter results after the market closes Tuesday, with a webcast at 4:30 p.m. ET streamed on X, and Tesla follows a day later. Bloomberg consensus, cited by Pepperstone, calls for revenue of $12.89 billion, adjusted EBITDA of $6.62 billion and adjusted EPS near $0.15. That would be about 65% growth from the second quarter and SpaceX’s first profitable quarter since its IPO. Analysts expect roughly $6.4 billion from AI and $4.9 billion from Starlink, which is projected to reach 14.3 million consumer subscribers. Capital spending is forecast at $19.6 billion, leaving free cash flow near negative $11.6 billion.

The numbers matter because SpaceX has spent months trying to win over a skeptical market. It priced its record IPO at $135, spiked to $225.64, then sank near $105 in early August. Friday’s close of $146.03 sits about 28% below the June high. The Q2 report beat on revenue at $7.8 billion and put Starlink at 12 million subscribers, but $18.4 billion of capex hurt the stock. Since then SpaceX reached orbit on Starship Flight 14 with 26 Starlink V3 satellites, agreed to buy 800 MHz spectrum for about $8 billion as part of its Starlink Mobile push, and signed a fourth compute hosting deal in four months worth roughly $13 billion a year from December. Management is targeting more than 2 gigawatts of compute by year end and a $100 billion annualized revenue run rate. Evercore ISI, which raised its target to $275, said the quarter may be judged more on those targets than the reported figures

All of this sits under the Tesla merger question. Barclays analyst Dan Levy expects an all stock deal in which SpaceX buys Tesla at a premium, using reference values of $2.1 trillion and $1.5 trillion, and said an announcement would need to come by late October or early November to be voted on at Tesla’s December 6 annual meeting. Barclays estimates Musk would hold about 37% of the combined company and 56% of the votes. Musk said in July that combining companies cannot be discussed on an earnings call, but an investor question asking when SpaceX will merge with Tesla is sitting on SpaceX’s Q&A platform, and Teslarati has tracked how the Roadster demo revived the talk.

If a deal happens, Tuesday’s result would effectively set the price Tesla holders would receive. Their shares would convert into SpaceX stock, along with exposure to a company with a heavy investment on AI, while Tesla itself expects 2026 capex above $25 billion. A strong quarter and calmer spending would make that exchange easier to sell. Another round of heavy capex and a falling stock would make it harder.

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SpaceX’s Gwynne Shotwell just made a quiet gesture toward Tesla

SpaceX president Gwynne Shotwell quietly followed Tesla on X, and merger watchers noticed right away.

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SpaceX President and COO Gwynne Shotwell has started following Tesla’s official account on X, a small change that landed in the middle of a very loud merger conversation. Whole Mars Catalog joked about it on Sunday.

A follow is not an announcement, and neither company has said anything about a deal. What gives the moment weight is the timing. Barclays analyst Dan Levy has told clients that an agreement could come before Tesla’s annual meeting, which must be held by December 6, with SpaceX as the buyer in an all stock deal, as we reported after the Roadster unveiling. Wedbush’s Dan Ives has stuck with a 2027 timeline.

Shotwell is the executive most worth watching if the two companies do move closer. When Musk was asked at the All In Summit why Tesla and SpaceX remain separate, Shotwell sat next to him and said SpaceX personnel had already moved into xAI to fill leadership and engineering gaps. The businesses were integrating “faster than I thought,” she said, though “not fully integrated yet.” Her responsibilities have also grown since SpaceX absorbed xAI, and she now oversees operations that include Grok and the company’s AI compute buildout.

The financial links are already there. Tesla’s $2 billion xAI investment turned into a stake of less than one percent in SpaceX, the two share the Terafab chip project in Austin, and Musk exercised his 2018 Tesla options a week after SpaceX began trading, a sequence analysts flagged as giving SpaceX public shares to use in a deal. Musk holds about 20 percent of Tesla and controls 85.1 percent of SpaceX’s voting power, according to our earlier breakdown.

The next test is close at hand. SpaceX reports its second earnings as a public company on Tuesday after the close, and Tesla follows on Wednesday. Musk told analysts in July that “we can’t talk about combining companies and that kind of thing on an earnings call,” so a direct answer is unlikely from either stage. Tesla shareholders can still submit and vote on questions through the Say portal until 4 p.m. EDT on Monday, and the merger is a recurring theme in the queue.

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