SpaceX is set to make history by returning southern trajectory polar corridor launches to Florida’s Space Coast with the launch of the Argentine SAOCOM-1B radar observation satellite later this month. Tentatively set to get off the ground no earlier than Saturday, July 25 the SAOCOM-1B mission has suffered delays ranging from hardware processing and integration to international launch team travel restrictions as a result of the global coronavirus pandemic.
In late February 2020, the SAOCOM-1B satellite departed Argentina aboard a Russian Antonov AN 124 cargo aircraft and arrived at the Shuttle Landing Facility in Cape Canaveral, Florida. It was expected that launch and processing teams from Argentina’s National Commission for Space Activities (CONAE) would quickly follow to meet a March launch timeline. However, international travel restrictions imposed by the Argentine government in early March meant that SpaceX would have to wait an indeterminant amount of time to attempt the historic polar launch from Florida. As a result, the satellite was put into storage in one of SpaceX’s satellite processing facilities in Florida to await the arrival of its launch team.
A change in launch plans
The SAOCOM-1B satellite was initially thought to launch from Vandenberg Air Force Base (VAFB) in California just as its twin predecessor, the SAOCOM-1A satellite did in October of 2018. At the time VAFB was the only US-based launch site used for polar orbit launch corridor services. However, Cape Canaveral Air Force Station had previously announced the option to re-open a southern polar orbit launch corridor from Florida in 2017, a launch trajectory that hadn’t been used in over half a century.
The option of polar trajectory launches from Florida increased SpaceX’s capacity to streamline its launch manifest to the company’s dual launchpad locations on Florida’s East Coast. In 2019, as reported by Michael Baylor of NASASpaceflight.com, SpaceX formally requested to move the launch of the SAOCOM-1B satellite from VAFB to Florida utilizing a southern, coast-hugging dog-leg trajectory over Cuba to a final polar orbital inclination.
For those asking for a visual of what a southward, doglegged polar launch trajectory out of Cape Canaveral will look like, here you go. https://t.co/FTTW8mbq0J pic.twitter.com/59YXoERkQl— Chris G (@ChrisG_SpX) October 9, 2019
The SAOCOM-1B satellite will join its L-Band, synthetic-aperture radar (SAR) SAOCOM-1A sister satellite in a sun-synchronous orbit (SSO) – essentially an orbit over the poles of the planet that allows the solar arrays of the satellite to be in sunlight at any given time. The satellites operate in SSO and use L-Band and synthetic-aperture radar to create two-dimensional, all-weather Earth observation imagery to assist in global disaster-monitoring efforts. The sister satellites will also work in conjunction with a constellation of four Italian satellites already in orbit operated by COSMO-SkyMed.
Return to operational status
Following the easement of certain international travel restrictions in mid-July, a slim crew of 18 team members from CONAE and SAOCOM-1B satellite manufacturer INVstigacion APlicada (INVAP) was permitted to travel to Florida. The team members tested negatively for the COVID-19 virus prior to commercially traveling to Florida from Argentina, as well as, after their arrival at Miami International Airport. The team observed a two-week period of quarantine prior to traveling to SpaceX facilities at Cape Canaveral Air Force Station to begin pre-operational tasks.
On Monday, July 13 the team was able to get to work on launch campaign tasks with the satellite that had endured months of storage. The team ensured the health of the satellite and completed a full launch day simulation managed remotely from locations in Florida and Argentina. Following a successful run through and check of the satellite’s operational status, the launch campaign has just a few remaining steps before rocketing SpaceX into the history books once again.
SpaceX and CONAE teams will work together to safely encapsulate the satellite inside of a protective Falcon 9 payload fairing and mate the payload with the first stage Falcon 9 booster. Furthermore, the teams will complete a joint integration test of the payload and launch vehicle before finally transporting it to the launch pad.
The SpaceX launch manifest has recently undergone some schedule shuffling potentially leaving the SAOCOM-1B mission to be third in line behind the launch of the South Korean ANASIS-II military communications satellite and the delayed Starlink-9 mission. However, earlier in the week, the Starlink-9 booster was lowered from launch position at LC-39A and returned to the horizontal integration facility following a scrubbed launch attempt with SpaceX citing that more time was necessary to perform final check-outs. This most likely suggests that SpaceX plans to push the SAOCOM-1B mission ahead of Starlink-9 in the launch manifest.
According to CONAE, the SAOCOM-1B mission launch window extends from Saturday, July 25 to Thursday, July 30 with a targeted liftoff at approximately 7:19 p.m. EDT (2319 GMT) from SLC-40.
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Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
SpaceX to launch military missile tracking satellites through new Space Force contract
Tesla’s Q1 delivery figures show Elon Musk was right
Tesla reports Q1 deliveries, missing expectations slightly
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