News
SpaceX sends OneWeb satellites to orbit on 55th launch of 2022
SpaceX has successfully launched the first of at least three missions for Starlink competitor OneWeb, completing its 55th launch of the year in the process.
Hopefully ending a strange series of delays that began last month, Falcon 9 lifted off from SpaceX’s NASA Kennedy Space Center LC-39A pad several days behind schedule on December 8th, 2022. The rocket performed perfectly, ascending for about nine minutes to reach a parking orbit around 400 kilometers (~300 mi) above Earth’s surface. B1069, Falcon 9’s flight-proven booster, shut down, separated from the upper stage, flipped around with cold-gas thrusters, and began boosting back to the Florida coast two and a half minutes after liftoff.
Thanks to the launch’s timing, which happened moments after sunset, B1069 first experienced sunset on the ground, ascended back into the light after liftoff, and finally experienced a second sunset while racing back to Earth – all beautifully captured by SpaceX tracking cameras. Eight minutes after liftoff, the Falcon 9 booster touched down on SpaceX’s LZ-1 landing pad, completing its fourth orbital-class launch in 12 months. Around the same time, Falcon 9’s upper stage reached orbit.
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
An hour after liftoff, the upper stage ignited a second time to circularize its parking orbit. Its payload – a record 40 OneWeb satellites weighing roughly 6.5 metric tons (~14,300 lb) – was then deployed in two sets of 13 and one set of 14 over the next half hour, after which the upper stage likely performed a deorbit burn to ensure it doesn’t become space debris.
For its own Starlink internet constellation, SpaceX routinely launches 54+ satellites – weighing almost 17 tons (~37,000 lb) – at once, demonstrating the kind of efficiency that can be achieved when a satellite is explicitly designed to use as much of Falcon 9’s performance as possible. To some extent, OneWeb did something similar, but for a different rocket. OneWeb’s far more traditional 150-kilogram (~330 lb) satellites were loosely designed to launch on Russia’s Soyuz 2.1 after the company purchased up to 21 of the rockets for $1-1.5 billion in 2015.
But their more traditional hollow-box design and traditional cylindrical payload dispenser means they take up as much or more space than Starlink satellites despite weighing 50-100% less. OneWeb says each satellite provides up to 7 gigabits per second (Gbps) of bandwidth, while each Starlink V1 satellite appears to have about 20 Gbps.
As previously discussed on Teslarati, OneWeb directly competes with SpaceX’s far larger Starlink internet constellation, and refused to engage with the company for launch services – even though Falcon 9 could have likely deployed its satellites more quickly and efficiently – until it was forced to.
“The only reason OneWeb agreed to launch a small subset of its first-generation satellites on SpaceX rockets was a series of egregious actions from Russia that made the pair’s exclusive arrangement too toxic to continue. In June 2015, just 16 months after Russia illegally invaded Ukraine’s Crimea and Donbas regions, OneWeb chose to tie itself at the hip to the unstable aggressor with a firm $1-1.5 billion contract that committed the entirety of its first satellite constellation to 21 Russian Soyuz rockets.
OneWeb nearly escaped consequences from that dubious decision. But in February 2022, Russia doubled down on eight years of small-scale war and Ukrainian occupation with a full-scale, gloves-off invasion with explicit genocidal intent. Europe eventually responded in part with economic sanctions and military supplies that Russia did not appreciate. In response, Russia took a batch of 36 OneWeb satellites hostage, stole the Soyuz rocket OneWeb had already paid for, and killed any possibility of the company completing the six or seven Soyuz launches left under its Arianespace contract. In September 2022, OneWeb announced that it had written off a loss of $229 million as a result of those stolen satellites and rockets.”
Teslarati.com — December 6th, 2022
OneWeb was thus forced to either accept major delays while waiting for European launch options or look elsewhere. OneWeb was able to secure two contracts for India LVM3 rockets, each carrying 36 satellites, but the company chose SpaceX – the only Western launch provider in the world with large amounts of near-term capacity to spare – to launch three batches of 40 satellites.
After its first SpaceX launch, OneWeb should have 500 working satellites in orbit. Another LVM3 launch and two Falcon 9 launches should leave the company with 616 of 648 planned satellites in orbit. It’s unclear how OneWeb intends to launch the 32 remaining satellites.
OneWeb Flight 15 was SpaceX’s 55th successful launch of 2022, leaving the company just five launches away from achieving a 60-launch target set by CEO Elon Musk in March. Following an unintentional 12-day gap between launches caused by several delays, it’s no longer clear if SpaceX can hit that target. SpaceX has never launched later than December 23rd, and it’s extremely unlikely that the company will be able to launch five more times in the next 15 days. Even if it can break through that apparent barrier, it’s also almost impossible to imagine that SpaceX will be able to launch five more times before the end of the year if each mission continues to suffer days or weeks of technical delays.
Originally scheduled to lift off on November 22nd, 29th, 30th, and December 7th, SpaceX’s next mission – carrying a private Japanese Moon lander – is scheduled to launch no earlier than December 11th. After HAKUTO-R, Spaceflight Now reports that SpaceX has another four launches tentatively scheduled this month.
Rewatch SpaceX’s first OneWeb launch here.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
