News
(Update: scrubbed) SpaceX’s next Starlink launch to break rocket fairing reuse record
Update: SpaceX says that today’s Starlink-12 launch attempt was scrubbed due to a mysterious “recovery issue.” Liftoff from Kennedy Space Center Pad 39A is now scheduled no earlier than (NET) 1:57 pm EDT (17:57 UTC) on Friday, September 18th.
Prior to the announcement, fairing recovery ship GO Ms. Tree was spotted diverting to a North Carolina port for unknown reasons, leaving twin ship Ms. Chief to recover both fairing halves. Based on bouy data, conditions at the Atlantic Ocean fairing and booster recovery zones appeared to be moderately challenging but far from unreasonable and SpaceX has been happy to point to recovery weather for past launch delays.
SpaceX has revealed that its next Starlink launch will mark a new first for Falcon 9 payload fairing reuse, reaching a milestone that took booster reuse 18 months in less than a year.
Scheduled to lift off no earlier than (NET) 2:19 pm EDT (18:19 UTC) on Thursday, September 17th, the Starlink-12 (v1.0 L12) mission will be SpaceX’s 11th in 2020 alone and 13th overall. If things go according to plan, it could leave SpaceX’s nascent constellation just two or so months away from the beginning of the first public beta tests of Starlink internet service.
Meanwhile, Falcon 9 booster B1058 will be attempting its third launch less than four months after its flight debut, an unprecedented cadence of reuse for SpaceX. Aside from likely ensuring that B1058 becomes the proud holder of SpaceX’s first and second place records for booster turnaround (time between launches), the mission also continues an unexpected trend: the near-extinction of Falcon 9 static fire tests.
SpaceX’s first successful Falcon booster landing happened in December 2015, just a few months shy of five years ago. In March 2017, two years later, SpaceX reused a Falcon 9 booster on an orbital-class launch for the first time in history. Some 21 months after that historic milestone, SpaceX launched the same Falcon 9 booster for the third time, kicking off a relentless series of reusability firsts that continue to be made to this day.
Now, SpaceX says it’s about to launch the same Falcon 9 payload fairing half for the third time in a significant and unexpected first for fairing reuse. Constructed primarily out of a carbon fiber-aluminum honeycomb composite material, Falcon fairings are dramatically more fragile – and reaches much higher altitudes and velocities – than the boosters SpaceX has cut its teeth on recovering and reusing.
Compared to booster reuse, it’s quite the achievement. SpaceX first managed to launch the same Falcon 9 booster three times in December 2018, ~33 months after the first booster reuse. Measured from SpaceX’s first fairing reuse, completed in November 2019 as part of the first Starlink v1.0 launch (Starlink-1), the company will have managed to cross the three-flight fairing reuse barrier less than 11 months later – a full three times faster than SpaceX’s booster reuse program took to achieve the same milestone.
Additionally, prior to SpaceX’s September 16th reveal, it was purely up to speculation whether the company would be able to reuse Falcon fairing halves more than once, particularly when a given fairing half is only fished out of the ocean. If successful, Starlink-12 will prove that Falcon fairing halves can be reused at least three times regardless of whether SpaceX was/is able to catch said halve in a recovery ship’s net.
No more static fires?
Meanwhile, SpaceX appears to be turning a major corner on Falcon 9 launch operations. Of all 93 Falcon 9 launches since the rocket’s June 2010 debut, every single one has been preceded by a combined wet dress rehearsal (WDR) and static fire test a few days or weeks prior to liftoff. Effectively simulating a launch 1:1 up to the exact moment before liftoff, SpaceX has used static fires to verify vehicle health and firewall minor quality assurance lapses for as long as it’s been launching rockets.
In a major operational change that has almost flown under the radar, SpaceX appears to have killed the practice of universal prelaunch static fires beginning with Starlink-8 in June 2020. Including Starlink-8, of the seven launches SpaceX has completed in the last three months, just three (GPS III SV03, Starlink-9, and Starlink-10) included Falcon 9 static fire tests prior to liftoff. A step further, two of the four static fire-free launches were for major commercial missions – not retiring risk on SpaceX’s own Starlink launches, in other words.
As of today, Falcon 9 has completed 65 successful launches since the last catastrophic vehicle failure (Amos-6, September 2016) and 74 consecutively-successful launches if Amos-6 (which never lifted off) is excluded. As of 2020, it’s the most reliable US launch vehicle currently in operation, surpassing ULA’s Atlas V several months ago. In fewer words, it’s not actually surprising (in retrospect) that SpaceX has begun to relax its position on static fires – especially considering that there isn’t another launch provider on Earth that static fires rockets before every launch.
More likely than not, SpaceX will continue to static fire Falcon 9 and Heavy boosters at the launch pad before their flight debuts and upon customer request. If launch or post-flight inspection data offer reason(s) for concern, SpaceX may still choose to static fire boosters out of caution. Additionally, SpaceX shows no signs of ending the practice of performing full booster static fires in McGregor, Texas as part of acceptance testing, still leaving it a step beyond traditional rocket manufacturers, which only static fire individual engines.
Regardless, SpaceX’s 13th Starlink launch will be streamed live as usual, with coverage beginning around 15 minutes prior to liftoff.
Check out Teslarati’s Marketplace! We offer Tesla accessories, including for the Tesla Cybertruck and Tesla Model 3.
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
