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SpaceX preparing for surge of geostationary satellite launches
SpaceX is preparing for a surge of geostationary communications satellite launches after several slow years.
In the late 2010s, orders of large geostationary commsats plummeted. Formerly a mainstay of the commercial launch industry, western geostationary satellite launches became much rarer in 2019 and the early 2020s. That downturn was especially noticeable for SpaceX, where geostationary transfer orbit (GTO) launches were one of the most common missions performed by its Falcon 9 rockets from 2014 through 2018.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
In its first five years, SpaceX completed 28 GTO launches for commercial customers. That period culminated in 2018, when Falcon 9 conducted nine commercial GTO launches in one year. The sector then fell off a cliff as years of scarce satellite orders came to roost. From November 2018 to October 2022, SpaceX completed just 11 GTO launches. Only in late 2022 did its GTO launch activity begin to pick back up.
In the space of two months, SpaceX completed five commercial GTO launches, bringing its 2022 total to seven. SpaceX’s Falcon Heavy rocket also completed a pair of direct geosynchronous launches for the US military in November 2022 and January 2023. That resurgence of high Earth orbit launches is set to continue in 2023.
SpaceX has up to 11 commercial GTO or direct-to-GEO satellite launches scheduled in 2023. Including Space Norway’s Arctic Broadband Satellite Mission satellites, which are headed to an exotic high Earth orbit (GEO) instead of GTO, SpaceX has a dozen GEO/HEO satellite launches planned this year. A Falcon Heavy rocket launched the US military’s USSF-67 directly to geosynchronous orbit last month, and another Falcon Heavy is expected to launch the USSF-52 mission to GTO in the middle of the year.
Even if a few missions slip into 2024, 2023 could be the most prolific year of SpaceX geostationary satellite launches ever. Unofficial manifests indicate that SpaceX has another ten GTO launches scheduled in 2024, 2025, and beyond.
Mission Rocket Launch Target Amazonas Nexus Falcon 9 Feb 5, 2023 Inmarsat-6 F2 Falcon 9 Feb 18, 2023 SES-18/SES-19 Falcon 9 March 2023 Nusantara Lima Falcon 9 March 2023 ViaSat-3 Americas Falcon Heavy March 2023 Intelsat 40e + NASA TEMPO Falcon 9 April 2023 Jupiter-3 (EchoStar 24) Falcon Heavy May 2023 USSF-52 Falcon Heavy June 2023 Intelsat Galaxy 37 Falcon 9 Q2 2023 Satria Falcon 9 Q4 2023 ASBM 1&2 Falcon 9 Late 2023 BADR-8 Falcon 9 2023 Türksat 6A Falcon 9 2023
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Tesla Cybercab is changing the look of Austin’s roads, and it’s not even in production yet
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic.
Even before entering production, Tesla’s Cybercab is already transforming the appearance of Austin’s streets, with multiple prototypes spotted testing in downtown areas recently.
Videos and photos showed the sleek, two-seat autonomous vehicles navigating traffic. Interestingly enough, the vehicles were equipped with temporary steering wheels and human safety drivers.
Recent Cybercab sightings
Over the weekend, enthusiasts captured footage of two Cybercabs driving together in central Austin, their futuristic silhouettes standing out amid regular traffic. While the vehicles featured temporary steering wheels and side mirrors for now, they retained their futuristic, production-intent exterior design.
Industry watcher Sawyer Merritt shared one of the vehicles’ videos, noting the increasing frequency of the autonomous two-seater’s sightings.
Previewing the autonomous future
Sightings of the Cybercab have been ramping in several key areas across the United States in recent weeks. Sightings include units at Apple’s Visitor Center in California, the Fremont factory test track, and in Austin’s streets.
The increased activity suggests that Tesla is in overdrive, validating the autonomous two-seater ahead of its planned volume production. Elon Musk confirmed at the 2025 Shareholder Meeting that manufacturing begins around April 2026 with ambitious targets, and during an All-Hands meeting earlier this year, Musk hinted that ultimately, Tesla’s factories should be able to produce one Cybercab every 10 seconds.
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Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
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Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.