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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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Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026.
75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla shed light on the Q3 Shareholder Deck that 75 percent of new deliveries came with an FSD subscription:
“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. “
The higher attach rate accompanied strong growth in the overall FSD consumer base, as active subscriptions rose to 1.75 million, a 67 percent year-over-year increase. For the first time, more than half of paid customers are on the monthly subscription, which is priced at $99 per month in the U.S.
People are buying FSD with a car attached, not the other way around
— Elon Musk (@elonmusk) October 21, 2026
The transition to subscriptions has accelerated since Tesla discontinued the one-time purchase option in most markets earlier this year. The recurring model improves revenue visibility and margins compared with large upfront payments. With three-quarters of North American deliveries now including FSD, the software is now an evidently large contributor to Tesla’s economics and ancillary revenue.
Geographic expansion remains important for further gains. FSD is now available in nine countries in the EU, and more than 100,000 customers have driven over 160 million kilometers. Tesla is pursuing broader EU-wide approval, with a related vote expected in December. Similar progress in additional markets could support higher attach rates beyond North America.
These results came as Tesla had a strong quarterly delivery performance of 486,532 vehicles in the quarter, which came with its largest passenger-vehicle backlog in four years. Battery supply continued to limit volume, but the company has pointed to FSD as a clear difference-maker that is helping sustain demand. As supervised capabilities improve, the attach rate will likely continue to improve.
At face value, it is a key measure of how Tesla is converting sales into autonomy progress.
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, 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 buyers are buying for Full Self-Driving and not for the car, data shows
Tesla Cybercab gets a for sale date at last
