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.
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SpaceX (NASDAQ: SPCX) will report its first 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 first 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
Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds
