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SpaceX’s month-long launch blitz adds Korean military satellite mission
Preliminary schedules show that SpaceX – on top of plans for a record-breaking four-launch month – wants to add a Korean military satellite launch to the mix, meaning that the company could attempt five launches in five weeks.
SpaceX partially broke the news on June 9th when it opened media accreditation for the Korean military mission, scheduled to launch no earlier than (NET) July. LaunchPhotography.com was able to get even more specific, stating that South Korea’s ANASIS II communications satellite could lift off on a Falcon 9 rocket sometime in early July, while Teslarati has learned that the mission is tentatively scheduled to launch as soon as the second week of the month.
If SpaceX manages to launch Starlink-8, Starlink-9, and GPS III SV03 on time this month and can turn its Kennedy Space Center (KSC) LC-39A pad around in time for South Korea’s ANASIS II by July 8th, it’ll have sustained a weekly launch cadence for well over a month. The odds are heavily stacked against SpaceX’s favor but with Starlink V1 L8 on track for a June 12th launch and Starlink V1 L9 expedited from June 24th to June 22nd, the company actually has a shot at completing five launches in five weeks.
To achieve that feat, SpaceX will have to rely heavily on its small fleet of flight-proven Falcon 9 boosters and – barring a surprise – will need to smash its record for time between flights of the same rocket. On June 3rd, Falcon 9 booster B1049 successfully launched the 7th Starlink v1.0 mission while also becoming the first SpaceX rocket to complete five orbital-class launches and landings.
Up next, Falcon 9 B1059 is scheduled to launch the 8th batch of 60 upgraded Starlink satellites as early as 5:42 am EDT (09:42 UTC) on June 12th – hopefully the booster’s third successful launch and landing in six months.
Third in line for the month of June, Starlink V1 L9 is scheduled to launch no earlier than (NET) 6:20 pm EDT (22:20 UTC) on June 22nd. Falcon 9 B1051.4 is likely assigned to the mission, meaning that SpaceX could launch a second booster for the fifth time less than three weeks after B1049 became the first to do so.
Rounding out a potentially record-breaking June, new Falcon 9 booster B1060 could launch the US Air/Space Force’s third upgraded GPS III navigation satellite at 3:55 pm EDT (19:55 UTC) on June 30th, the last day of the month. Like all of the missions that preceded it, B1060 needs a drone ship to land on in the Atlantic Ocean, meaning that Just Read The Instructions (JRTI) and Of Course I Still Love You (OCISLY) will have to remain continually active throughout the month, taking turns on every other launch.
This leaves South Korea’s ANASIS II military communications satellite, currently scheduled to launch in early July – about a week after SpaceX’s GPS III SV03 mission. Excluding a new booster assigned to Crew Dragon’s next astronaut mission and Falcon Heavy side boosters B1052 and B1053, AWOL since their second and most recent launches almost a year ago, the five launches prior to ANASIS II will have technically used SpaceX’s entire booster fleet.
Short of a miraculous few-week turnaround of B1049, B1059, or B1051, the likeliest candidate for the mission is the same booster that launched astronauts for the first time ever on May 30th – B1058. To launch ANASIS II in early July, B1058 would need to crush B1056’s previous record of 62 days by a third or more to perform two orbital-class missions in just 40 days or less. All things considered, if SpaceX can pull off such an ambitious string of launches while pushing several envelopes of rocket reusability, the company will have demonstrated the ability to sustain the near-weekly launch cadence it will need to efficiently complete its Starlink satellite constellation.
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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
