News
SpaceX adds mystery Falcon 9 launch to packed October manifest
SpaceX FCC paperwork has revealed the addition of an unidentified Falcon 9 launch to the company’s packed October manifest, ranging from several Starlink missions to Crew Dragon’s first operational astronaut launch.
Under the US Federal Communications Commission (FCC), companies must submit an application for permission to communicate with their rocket for every single launch. While a major annoyance for those companies and an undeniably clunky process, those applications for “special temporary authority” (STAs) to communicate are one of the only ways members of the public can independently monitor and forecast US launch activities. For SpaceX, the company typically applies for multiple STAs for every single launch, including specific applications for booster launches, landings, and preflight ground tests.
The separate STAs can be connected with a “Mission Number” SpaceX associates each one with, while coordinates included to designate the area of landing communications (i.e. the drone ship recovery zone) often reveals a mission’s trajectory. Combined, STAs can often be used to identify the exact mission (i.e. a Starlink launch, Crew Dragon, etc.). STAs for SpaceX’s upcoming Crew Dragon Crew-1 and Cargo Dragon CRS-21 missions, as well as several Starlink launches, have already been identified.
Thanks to bad weather and a flurry of ULA delays, SpaceX’s October manifest is currently packed with three Starlink missions, a GPS III satellite launch for the US military, and Crew Dragon’s first operational astronaut mission to the International Space Station (ISS). Barring a miracle, ULA’s latest Delta IV Heavy launch delay has pushed SpaceX’s GPS III SV04 mission to October 1st.
Starlink-12 – SpaceX’s 11th Starlink mission this year and 13th overall – is tentatively set to follow GPS III SV04 at 9:17 am EDT (13:17 UTC) on October 1st. Starlink-13 and Starlink-14 are then scheduled to launch no earlier than mid-to-late-October. Finally, SpaceX and NASA are in the final stages of preparing for Crew Dragon’s Crew-1 mission – the spacecraft’s first operational delivery of astronauts to the ISS – as soon as October 31st (Halloween).
A new Sirius XM radio satellite (SXM-7) could launch on a Falcon 9 rocket on November 6th. On the West Coast, SpaceX’s first California mission since June 2019 could launch on November 10th. SpaceX and NASA are also targeting the launch debut of an upgraded Cargo Dragon 2 resupply spacecraft on a mission known as CRS-21, scheduled to lift off NET November 15th. Last but assuredly not least, Turkey’s Turksat 5A communications satellite could launch as early as November 31st. No Starlink missions are currently scheduled in November but it’s safe to assume that there will be at least one or two. Altogether, SpaceX already has five launches scheduled in October and four set for November. While undeniably prolific, SpaceX has never launched more than three times in one month.
Now, on top of that swath of firm launches, mysterious “SpaceX Mission 1512” has joined the fray. Based on the FCC STA request, the mission is scheduled to launch no earlier than (NET) October 3rd (with a six-month window) and will include a return-to-launch-site (RTLS) Falcon 9 booster landing. The RTLS landing in particular substantially constrains the mission and means – right off the bat – that it can’t be for Starlink, while also ruling out Cargo Dragon CRS-21 (an RTLS landing STA already exists) and Crew Dragon Crew-1 (drone ship landing). Simply put, an RTLS rules out every other launch on SpaceX’s 2020 manifest beyond a rideshare mission tentatively scheduled in December, and SpaceX almost never files for STAs months in advance.
That leaves some kind of unannounced, mystery mission. Only once in SpaceX’s history has the company conducted an unannounced launch – unsurprisingly for some unknown branch of the US military or espionage apparatus. Known as Zuma and still shrouded in secrecy, it followed an almost identical pattern, revealed only through FCC launch and landing communications requests and rumors in 2017 before a January 2018 launch. Although Northrop Grumman was thrown under the bus for a failed payload adapter that may or may not have doomed the satellite, no federal agency has taken credit for the mission – unspeakably odd as far as spaceflight goes.
At the time, unofficial rumors published on Reddit implied that Zuma would only be the first of many similar missions. The claimed failure of a spring-like deployment mechanism and loss of spacecraft – believed to be worth one or several billion dollars – just hours after launch would have unsurprisingly thrown a wrench into those gears. Now, almost three years later and in the midst of an exceptionally busy period of several important launches, could SpaceX be preparing for Zuma-2?
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SpaceX (NASDAQ: SPCX) will report its second public earnings call today since its IPO earlier this year, and there are a few things we expect to hear about, as well as Wall Street analysts, who have already outlined their expectations for the call.
Wall Street analysts have a consensus of $12.72 billion in revenue and an earnings per share (EPS) of $0.13. These are broken down into three sectors: Space, Connectivity, and AI/SI, which are perceived in this way:
- Space: $1.41 billion
- Connectivity: $4.84 billion
- AI/SI: $6.47 billion
Other outlets cluster near $12.8 or $12.9 billion in revenue and $0.14 – $0.15 EPS. This implies a roughly 65 percent sequential growth from Q2’s $7.81 billion, driven mostly by AI/SI, with the first post-IPO positive EPS expected.
Here are the three things to watch for on the call:
AI Revenue Ramp and the $100B+ ARR target
AI is truly the swing factor for SpaceX, and analysts expect it to roughly double from Q2’s $2.56 billion and become about half of total revenue. Management previously guided to a $100 billion+ annualized run rate by December, including the Cursor acquisition, which was $60 billion, to close the quarter.
Listen for updates on SpaceX’s compute capacity, especially pertaining to its contracts with Google, Anthropic, and others, revenue per watt, any new deals, and Cursor’s early contribution.
Starlink/Connectivity Metrics and Mobile Expansion
Connectivity remains a main profit engine for SpaceX. Subscriber additions will be something to pay attention to, as Q2 ended at 12 million and previews are looking at 14 million for this quarter. Additionally, ARPU trends, enterprise and government growth, and any commentary on Starlink Mobile will be something to pay attention to, especially following the recent low-band spectrum deal and FCC-related constellation approvals.
Capex Trajectory, Cash Burn/FCF, and Starship/Operational Updates
Q2 capex of roughly $18.4 billion weighed on the stock. Investors will look to scrutinize Q3 spending levels, any guidance on the pace into Q4/2027, free cash flow, backlog, and liquidity. Operational color on Starship (Flight 14 milestones and Flight 15 timing/reusability progress), Falcon cadence, and government/NASA contracts are also in focus.
Of course, there will also be some speculation on the potential Tesla-SpaceX merger, but there was nothing mentioned in the company’s proxy it sent earlier this week.
SpaceX will report earnings after market close today and will stream the call on X.
Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → https://t.co/Qrb0qeVG15
— SpaceX (@SpaceX) October 20, 2026
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News
SpaceX just launched its secret Starfall saucer again
SpaceX launched its Starfall capsule again on Bandwagon-5, this time listed openly beside rideshare customers.
SpaceX launched its Starfall reentry capsule for the second time on Tuesday morning, flying it as the payload of the Bandwagon-5 rideshare mission. Falcon 9 lifted off from Space Launch Complex 40 in Florida at 7:04 a.m. ET with 32 payloads, and the first stage booster, on its 19th flight, landed on the droneship A Shortfall of Gravitas about nine minutes later.
Starfall was scheduled to separate last, 2 hours and 48 minutes after liftoff. The final customer satellite on SpaceX’s mission timeline comes off the upper stage about an hour and nine minutes in, which left a long gap before the capsule was due to be released alone. SpaceX later posted that the payload deployment sequence is complete. At liftoff, the company said Starfall “enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing.”
Starfall enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing https://t.co/y8kJg3QDor
— SpaceX (@SpaceX) October 20, 2026
As Teslarati reported before the first Starfall flight, SpaceX made no public announcement about the vehicle then, and nearly everything known came from FAA and FCC filings. This time Starfall is an item name on the official mission page, listed beside paying rideshare customers. SpaceX has still not said what, if anything, is aboard this Starfall, Spaceflight Now noted.
The FAA’s environmental assessment from May describes a disk about 10.2 feet wide and 2.5 feet tall that weighs roughly 4,600 pounds and can bring 2,200 pounds of payload back to Earth.
Interestingly, the same rocket also carries a competitor’s hardware. Varda Space Industries launched its W-Series 7 capsule on Bandwagon-5, a spacecraft about three times smaller than Starfall that will test whether microgravity can improve the solubility of a cancer drug called Protac. It is Varda’s ninth reentry capsule, and W-8 and W-9 launched earlier this month on Transporter-18. SpaceX has been Varda’s launch provider since the company’s first Falcon 9 rideshare contract in 2021.
SpaceX has not published where or how this Starfall will come down. The preview we ran in June described a recovery from the Pacific Ocean, and the company has not said whether this flight follows the same plan. The launch also arrives hours before SpaceX posts its third quarter results after the market closes, a report we previewed earlier this week.
Elon Musk
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
The Boring Company has modified a Tesla powered tunnel truck to carry freight containers underground.
The Boring Company has found a second job for the Tesla hardware it already runs underground. In a post on X, Elon Musk’s tunneling company showed its latest Prufrock Liner Truck modified to carry a standard 20 foot shipping container. “Using TBC tunnels to transport freight,” the company wrote. “The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20′ shipping container. Fits like a glove!”
The photo shows a red container sitting on a long, low white chassis parked outside, with drive hardware visible at one end. The Boring Company did not say where or when freight hauling would start, which customers it has in mind, or how many trucks it is converting.
Using TBC tunnels to transport freight.
The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20’ shipping container.
Fits like a glove! https://t.co/VV0phWK4fc
— The Boring Company (@boringcompany) October 19, 2026
Until now, the liner trucks have hauled concrete. Teslarati reported in August on Liner Truck 3, which uses Model 3 battery packs and drive units to move more than 22,000 pounds of precast tunnel segments to the boring machine. It has 28 miles of range, tops out at 12 mph, and is piloted remotely from the company’s operations center in Texas. The freight version appears to be the same platform with a different bed, and The Boring Company has not said whether it will also be remotely piloted.
Freight has been on the company’s menu for years. When TBC updated its product lineup in 2021, its freight tunnel was described as sized to fit a standard shipping container, “barely.” The company later used the idea at Tesla’s own factory, where Prufrock 3 dug a tunnel to Giga Texas that now moves finished Cybertrucks away from the production line.
The Boring Company closed a $3 billion Series D in September at a $23 billion valuation, and Teslarati has covered how that money is tied to a UAE tunneling push and a faster Nashville build. In Nashville, Prufrock MB1 and MB2 are mining at the same time, and a third machine is expected to launch in late October. Each machine needs a steady supply of liner trucks, so any design that works for segments and containers alike gives the company more use out of the same Tesla parts.
The Vegas Loop remains the only Boring Company system open to the public, and it moves passengers in Tesla vehicles. A freight service would be a separate product, and the post gave no indication that one is close to launch. For now, it is a truck, a container and a short caption saying they fit together.
SpaceX reports its second earnings today: here’s what to expect
SpaceX just launched its secret Starfall saucer again
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
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