News
SpaceX to launch Falcon Heavy rocket 3 times in 6 months after latest payload delay
For at least the second time in 2021, unspecified issues with a US military payload have delayed SpaceX’s next Falcon Heavy launch, this time pushing the mission into next year.
Known as USSF-44 (formerly AFSPC-44), the US Air Force (now Space Force) contracted a SpaceX Falcon Heavy rocket in February 2019 to launch the classified payload for roughly $150M in fiscal year 2021 (no earlier than Q4 2020). Gradually, USSF-44 slipped without explanation to Q2 2021, at which point SpaceX had fully qualified and delivered all three new Falcon Heavy boosters and an expendable upper stage for the mission. After two more slips to July and October 2021, a US military official finally offered the first hint of an explanation for what now amounted to a full year of delays, explaining that USSF-44 had been pushed into Q4 “to accommodate payload readiness.”
Translated from US military doublespeak and euphemism, the manufacturer (likely Lockheed Martin, Northrop Grumman, or Boeing) building USSF-44’s classified payload(s) ran into or create issues that caused at least 3-6 months of delays. Now, per official comments obtained from a Space Force spokesperson by Spaceflight Now, USSF-44 has again been delayed several months “to accommodate payload readiness,” pushing Falcon Heavy’s fourth launch ever from October 2021 to no earlier than (NET) Q1 2022.
USSF-44’s latest delay means that SpaceX is now likely to go a full 30 months between Falcon Heavy flights after completing the rocket’s third and most recent launch in June 2019. The slip to “early 2022” also leaves the company with an extremely ambitious launch manifest in the first half of 2022. Barring one or several significant delays, which now seems like the most plausible outcome, SpaceX has four major Falcon Heavy missions – USSF-44, USSF-52, ViaSat-3, and NASA’s Psyche probe – scheduled to launch set to launch by August, with three of the four scheduled in H1 2022. A fifth mission – USSF-67 – is scheduled to launch in Q4 2022 and likely on another Falcon Heavy rocket, though the US military has yet to specify the Falcon variant.
Further, requiring the use of the same Kennedy Space Center (KSC) LC-39A pad, SpaceX also has at least six Crew and Cargo Dragon launches scheduled in February (Ax-1), April (Crew-4), May (CRS-25), Q3 (Ax-2), September (CRS-26), and October 2022 (Crew-5). In other words, in Dragon and Falcon Heavy missions alone, SpaceX already has 10-11 launches scheduled in 2022 – all of which require the use of Pad 39A. If SpaceX manages to pull that off on top of a myriad of other commercial and Starlink launches scheduled next year, it will be a feat to remember.
Barring additional delays, USSF-44 will be SpaceX’s first direct launch to geostationary orbit (GEO), requiring the Falcon upper stage to survive a multi-hour coast through and inside two radiation belts before reigniting for a circularization burn some 35,800 km (22,300 mi) above Earth’s surface. However, a rideshare payload transferred to SpaceX’s ViaSat-3 communications satellite launch recently revealed that SpaceX also intends to send those payloads directly to GEO in Q2 2022, meaning that another few months could force the company to leapfrog USSF-44.
For now, fans of the most powerful operational rocket in the world will have to wait at least another three months for its next launch.
Elon Musk
Tesla CEO Elon Musk reminds everyone about Roadster’s true meaning
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.”
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.
— Elon Musk (@elonmusk) October 18, 2026
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.
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
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.
News
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.
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.
“Shit, I better start following their X account if i’m gonna be helping run the company”
— Whole Mars Catalog (@wholemars) October 18, 2026
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.