News
SpaceX to launch a mystery ‘ZUMA’ payload in November
According to FCC documentation and information from industry insiders, SpaceX is planning to conduct its 17th launch of 2017 on November 10th. Scheduled to lift off from SpaceX’s Florida-based LC-39A launch pad 12 days after the current date for Koreasat 5A, the now-routine ~14 day mission cadence is not the topic of interest this time around.
Rather, the mystery surrounding this newly-revealed launch exists because not a soul in the spaceflight fan community appears to know what the payload is – (code)named ZUMA – or who ZUMA is being launched for. This secrecy would would be far from unusual if the mission was being flown for the National Reconnaissance Office or another military agency, but there is no evidence to suggest that Falcon 9 will be carrying a government payload.
Further, the limited information currently available is somewhat contradictory, making this launch and payload even more intriguing. A veil of secrecy as thick as this surrounding a commercial satellite or satellites is extraordinarily unusual. There simply is no immediately obvious explanation for why a commercial entity would require this level anonymity for a satellite launch.
The Redditor’s username has been redacted for the sake of privacy.
What we know
Based on two recently unearthed FCC launch and landing permits, SpaceX Mission 1390 will launch from LC-39A no earlier than November 10th, followed by first stage recovery at the nearby Landing Zone-1 (LZ-1) at Cape Canaveral Air Force Station.
Courtesy of a Reddit user with friends inside SpaceX and a member of the NASASpaceflight forums, we also know that payload is codenamed ZUMA (or Zuma) and its launch is exceptionally time-sensitive for unknown reasons. The Reddit user also provided info that would completely negate any possibility that the payload is being launched for a government entity, as government agencies would not be concerned about revenue generation. A launch date of November 15th was also provided, reportedly pushed back a few days by a “slight slip in testing”.
SES-11’s refurbished Falcon 9 seen on the morning of October 11th. ZUMA will launch from the same pad. (Tom Cross/Teslarati)
Based on the above information, several preliminary conclusions can be drawn. First stage recovery on land indicates that the payload will be heading to an orbit well below the geostationary (transfer) orbits sought by established communications satellite operators. The launch could be for one of several prospective Low Earth Orbit (LEO) constellation companies, with OneWeb, Telesat, and Boeing the obvious first choices. However, it seems unrealistic to argue that a handful of experimental LEO communications satellites could possibly provide a company “lots of potential future revenue” or that those initial experimental satellites would be “extremely critical”. While the intense competition among the prospective LEO operators would rationalize some degree of ZUMA’s secrecy, it defies belief that potential LEO constellation competitors would willingly pay SpaceX for launches when that revenue might directly fund SpaceX’s own competing constellation, Starlink. Another obvious option would be SpaceX’s own experimental communications satellites, but such a move would not be in the best interests of a launch provider while launches for their own paying customers’ are slipping into 2018 due to a lack of launch capacity.
All things considered, the information posted on Reddit is far from official and should not be treated as conclusive. Still, reliable sources from NASASpaceflight.com have corroborated at least the name, ZUMA, and added that the Falcon 9 it will launch aboard is expected to be new. Assuming SpaceX itself is willing or able to reveal their identity, it looks like we will simply have to wait to find out who the mysterious customer is and what exactly warranted this unusual level of secrecy.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Cybertruck
Tesla Cybertruck earns IIHS Top Safety Pick+ award
To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
The Tesla Cybertruck has achieved the Insurance Institute for Highway Safety’s (IIHS) highest honor, earning a Top Safety Pick+ rating for 2025 models built after April 2025.
The full-size electric pickup truck’s safety rating is partly due to the vehicle’s strong performance in updated crash tests, superior front crash prevention, and effective headlights, among other factors. To commemorate the accolade, the official Cybertruck account celebrated the milestone on X.
Cybertruck’s IIHS rating
As per the IIHS, beginning with 2025 Cybertruck models built after April 2025, changes were made to the front underbody structure and footwell to improve occupant safety in driver-side and passenger-side small overlap front crashes. The moderate overlap front test earned a good rating, and the updated side impact test also received stellar marks.
The Cybertruck’s front crash prevention earned a good rating in pedestrian scenarios, with the standard Collision Avoidance Assist avoiding collisions in day and night tests across child, adult crossing, and parallel paths. Headlights with high-beam assist compensated for limitations, contributing to the top award.
Safest and most autonomous pickup
The Cybertruck is one of only two full-size pickups to receive the IIHS’ Top Safety Pick + rating. It is also the only one equipped with advanced self-driving features via Tesla’s Full Self-Driving (Supervised) system. Thanks to FSD, the Cybertruck can navigate inner city streets and highways on its own with minimal supervision, adding a layer of safety beyond passive crash protection.
Community reactions poured in, with users praising the vehicle’s safety rating amidst skepticism from critics. Tesla itself highlighted this by starting its X post with a short clip of a Cybertruck critic who predicted that the vehicle will likely not pass safety tests. The only question now is, of course, if the vehicle’s Top Safety Pick+ rating from the IIHS will help the Cybertruck improve its sales.
Tesla gets bold Robotaxi prediction from Wall Street firm
Tesla Model Y L is gaining momentum in China’s premium segment
