News
SpaceX’s orbit-ready Crew Dragon nears first trip out to Pad 39A atop Falcon 9
Now primarily reserved for launches involving the company’s Falcon Heavy rocket and Crew Dragon spacecraft, SpaceX has begun touching up its Launch Complex 39A (LC-39A) pad with new paint and hardware in anticipation of the first orbital launch of Crew Dragon, set to occur as early as the evening of January 17th.
A little over three weeks away from the milestone mission’s launch, SpaceX has – even more importantly – rolled Pad 39A’s transporter/erector (T/E) into an on-site hangar, where Falcon 9 B1051 and Crew Dragon C201 are awaiting final integration and fit checks prior to a series of careful dress rehearsals including a dry (mission) rehearsal, a wet rehearsal (WDR), and an on-pad static fire.
@NASASpaceflight looks SpaceX is giving the tower at 39A a fresh paint job pic.twitter.com/l6ZD6c6PvN
— Evan Richard (@TheEvangineer) December 21, 2018
Over the past month or two, SpaceX’s Florida pad technicians have gradually begun a number of small but important modifications to Launch Complex 39A (LC-39A, Pad 39A), primarily focused on what is known as its Fixed Service Structure (FSS), a tall and rectangular tower off to the side of SpaceX’s launch mount. Notably, SpaceX has completed the demolition and removal of all extraneous Pad 39A structures related to its decades of service under the Space Shuttle program and has further modified the FSS to allow for the installation of Crew Dragon’s Crew Access Arm (CAA), completed earlier in 2018.
With those major tasks complete, SpaceX workers have since subtly modified the pad’s transporter/erector (T/E) for Crew Dragon and begun to both paint and clad the tower, both designed to minimize wear and tear from regular launch operations and coastal Florida’s omnipresent sea breeze. Captured in photos from the November 2018 launch of Es’hail-2, the tower cladding appears to be made of double-layered sheets of half-opaque black plastic, while the paint of choice is gray (and black accents) to mesh with the tower’s minimalist arm.
Given CEO Elon Musk’s well-known preference that his companies, products, and facilities look “beautiful”, this is almost certainly being done on his whim, albeit for the best. A coat of paint and minimalist arm design are probably cost a minimal amount of money and effort, but the bare minimum still easily sets SpaceX’s facilities apart from competitors like ULA and even NASA.
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- A panorama of LC-39A in November 2017. (Tom Cross/Teslarati)
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- Pad 39A seen after most extraneous Shuttle-era hardware had been removed, November 2018. (Tom Cross)
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- Falcon 9 B1047 lifts off from Pad 39A, November 2018. (Tom Cross)
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- A detailed look at SpaceX’s shiny new Crew Access Arm, installed on Pad 39A in August 2018. (Tom Cross)
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- Boeing/ULA’s Starliner Crew Access Arm (CAA) was installed at LC-41 in 2015. (NASA)
Crew Dragon closes in on orbital launches
For perhaps the first in the history of NASA’s Commercial Crew Program (CCP), SpaceX revealed earlier this month that all the major hardware components needed for the first orbital launch of Crew Dragon were under one literal roof at the company’s Pad 39A launch complex. In the weeks and months prior, both Musk and COO/President Gwynne Shotwell stated rather explicitly that that hardware would indeed be physically ready to launch no later than the end of 2018, even suggesting that SpaceX engineers and technicians would attempt to conduct a dry (propellant-less) Mission Dress Rehearsal (MDR) to ensure everything fits together in late December.
omfg @spacex just posted some absolutely stunning photos inside Pad 39A's hangar: meet the first completed Crew Dragon and its Falcon 9 Block 5 rocket (B1051) 😀 In the far left (second photo), you can also see what is probably B1047 in the midst of refurbishment. pic.twitter.com/NWULyAEhpQ
— Eric Ralph (@13ericralph31) December 18, 2018
As of last week, 39A’s T/E disappeared from its launch mount, indicating that the pad crew had rolled the massive apparatus into the complex’s integration hangar, where the above Falcon 9(s) and Demo-1 Crew Dragon were stashed as of December 18th. Having spent a solid five days in the hangar, SpaceX technicians have likely begun or even completed the integration of Falcon 9 B1051 and Crew Dragon and proceeded to integrate that full rocket/spacecraft combo to the T/E. As such, the T/E could very well roll out of its hangar with Falcon 9 and Crew Dragon attached at almost any moment between now and 2019.
If all goes as planned and NASA and SpaceX can wrap up paperwork (certification, approvals, etc) in the next week or two, SpaceX could launch an uncrewed Crew Dragon into orbit as early as the evening of January 17th. The rocket’s rollout will be the be the next major milestone so stay tuned!
For prompt updates, on-the-ground perspectives, and unique glimpses of SpaceX’s rocket recovery fleet check out our brand new LaunchPad and LandingZone newsletters!
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.”
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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
