News
SpaceX’s next Falcon 9 launches get a bit closer as hardware arrives in Florida
On September 18th, local Florida resident Andrew Stoltz happened to be at the exact right place and time to catch a new SpaceX Falcon 9 fairing on the last leg of its journey to Cape Canaveral.
Likely the payload fairing that will support one of three upcoming launches, this hardware at least partially symbolizes the imminent end of an almost unprecedented lull in launch activities, rivaled only by post-failure groundings in 2015 and 2016. Described earlier this month by SpaceX’s President and COO, the company’s rockets and launch sites are consistently ready and waiting on customer payloads for the first time ever.
Simultaneously, SpaceX is working to prepare its own long-term solution for similar customer-side lulls in launches, coming in the form of dozens upon dozens of internal Starlink satellite missions. Assuming every Starlink mission involves ~60 satellites and relies on Falcon 9, SpaceX will need to complete nearly 100 launches between now and 2024 and another ~100 by 2027, demanding an average of 2-4 launches per month.
SpaceX completed its last orbital launch on August 7th, placing the AMOS-17 communications satellite into a geostationary transfer orbit (GTO) on an exceedingly rare expendable Falcon 9. As of then, SpaceX’s next launch – an internal Starlink mission – was already expected no earlier than October and has since settled towards the end of the month. First reported by NASASpaceflight.com, the first Starlink v1.0 mission (AKA Starlink-1) is tentatively scheduled to launch no earlier than (NET) October 17th, followed by Starlink-2 NET November 4th and Starlink-3 NET late-November.
Of note, there have been whispers in the last few days that SpaceX’s next launch is not, in fact, a Starlink mission. Reading between the lines, only two possible spacecraft – JCSAT-18/Kacific-1 or South Korea’s ANASIS – are next on SpaceX’s manifest, the former of which is scheduled to launch no earlier than November 11th and the latter of which does not yet have a firm date.
Given that SpaceX is wrapping up the redesign and requalification work needed for Starlink to graduate from “v0.9” to “v1.0” and mass-producing high-performance spacecraft at an utterly unprecedented rate, the company’s next few Starlink launches are certainly at high risk of delay. For now, it’s safe to assume that the next SpaceX launch is still scheduled sometime in October until additional information is available. However, if rumors of the next mission not being Starlink are true, SpaceX’s next launch could come as late as mid-November.
This would translate to a more than 90-day gap between launches for SpaceX, unprecedented for the company outside of Falcon 9’s two (of two) catastrophic failures. An in-flight failure during the June 2015 CRS-7 launch caused a delay of more than six months between launches, while Falcon 9’s on-pad Amos-6 anomaly grounded SpaceX for roughly 4.5 months. More likely than not, the 2-3 month lull is the consequence of an unprecedented lack of flight-ready customer satellites, as well as the not-quite-ready status of SpaceX’s own Starlink satellites.
Starlink thus wasn’t quite ready to fill the gap, but SpaceX wants that to change as soon as possible. President and COO Gwynne Shotwell revealed earlier this month that the company has up to 24 Starlink launches planned on top of its customer missions in 2020, the former of which would – on its own – handily defeat SpaceX’s current annual record of 21 launches. The plan is to mix in Starlink launches in such a way that SpaceX’s own launch needs create little to no disruption for the company’s paying customers.
For now, we’ll have to wait and see which upcoming mission the spotted Falcon fairing is meant to support. SpaceX has two flight-proven fairing halves after a successful second recovery last month, potentially meaning that the company could launch its first fully (or even just partially) flight-proven fairing as early as next month.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
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.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
