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SpaceX rocket booster makes it back to port after hard drone ship landing
SpaceX has completed its third rocket launch of 2020 and the most recent booster to launch safely returned to Port Canaveral on Saturday after an exceptionally hard drone ship landing.
Falcon 9 booster (first stage) B1051 lifted off for the third time on January 29th, following up two prior orbital-class missions by placing SpaceX’s fourth batch of 60 Starlink satellites into low Earth orbit (LEO). B1051 debuted on March 2nd, 2019 when it became the first Falcon 9 rocket to launch SpaceX’s next-generation Crew Dragon spacecraft, successfully sending the vehicle on its way to what would end up being a flawless rendezvous with the International Space Station (ISS). Less than four months later, B1051 completed its second mission, this time lifting off from SpaceX’s Vandenberg Air Force Base (VAFB), California facilities before landing in zero-visibility fog conditions just a thousand feet from the pad.
Compared to some of the higher-energy geostationary (high orbit) launches SpaceX often performs, B1051’s two prior launches allowed for relatively gentle reentries and landings. On January 29th, 2020, after sending SpaceX’s 3rd batch of upgraded Starlink v1.0 satellites (Starlink V1 L3) on their way to space, the Falcon 9 booster experienced the hardest successful landing seen after a SpaceX launch in quite some time.
With Starlink V1 L3 complete, SpaceX has officially launched an incredible 120 satellites weighing some 32 metric tons (70,500 lb) in a single month – 22 days, to be precise. If everything goes as planned, those two monthly Starlink launches should become SpaceX’s average over the rest of 2020, necessary to satisfy the company’s goal of completing 20-24 Starlink launches this year alone. If SpaceX replicates its January successes this month, the company’s Starlink constellation – already ~230 satellites strong – may even be ready to start serving internet to customers in the northern US and Canada as early as March 2020, less than two months from now.
Meanwhile, the mission marked SpaceX’s second Falcon 9 landing and recovery of the new year, as well as the sixth time an orbital-class SpaceX booster has completed three launches. SpaceX continues to push the envelope of reusable rocketry ever since it debuted Falcon 9’s Block 5 upgrade in May 2018.
Designed to enable no less than 10 launches per booster with minimal refurbishment in between, SpaceX’s Block 5 reusability milestones have gotten much closer together ever since the company began dedicated Starlink launches, reusing a payload fairing for the first time and launching two Falcon 9 boosters for the fourth time in just the last two and a half months. In fact, SpaceX already has plans to launch Falcon 9 booster B1048 for the fifth time – another major reusability first – as early as the next 4-5 weeks.
Hard landing; tough rocket
Starlink V1 L3’s launch followed a trajectory almost exactly identical to the two V1 missions that preceded it in November 2019 and January 2020 and Falcon 9 B1051 ignited its central Merlin 1D engine for the last time around eight minutes after liftoff. Twenty seconds or so later, the Falcon 9 booster rapidly shut down its landing engine, visibly falling several feet onto the deck of drone ship Of Course I Still Love You (OCISLY).
The results of that unintentionally hard landing are extremely apparent in photos taken of the same booster after its first (March 2019) and third (Jan 2020) landings on drone ship OCISLY, compared above. Taken from almost identical perspectives as the drone ship passed through the mouth of Port Canaveral, the difference in the booster’s height and stance are hard to miss, with B1051’s engine bells and the black ‘belt’ of its heat-shielded engine section clearly sitting several feet lower after Starlink V1 L3.
While subtle, the most important difference is near the tips of each visible landing leg’s telescoping boom, visible in the form of a final, smaller cylinder on the left (earlier) image. On the right, that cylinder has effectively disappeared. This is actually an intentional feature of Falcon 9’s landing leg design: known as a ‘crush core’, the tip of each leg boom holds a roughly 1m (3ft) long cylinder of aluminum honeycomb, optimized to lose structural integrity (crush) only after a specific amount of force is applied. In essence, those crush cores serve as dead-simple, single-use shock absorbers that can be reused as long as a given booster’s landing is gentle enough.
B1051’s third landing was definitely not gentle enough, but it appears that the booster’s rough fall onto the drone ship’s deck was just within the safety margins those crush cores provide. Why B1051 fell onto the deck is unclear, potentially caused by the drone being at the bottom of a swell or a last-second anomaly with the booster’s landing engine. Thankfully, regardless of the cause of the anomaly, B1051’s crush cores can be quite easily replaced, meaning that the booster can remain operational as long as its hard landing didn’t cause any less-visible damage or stress elsewhere on the rocket.
In short, SpaceX smart design decisions very likely allowed a part worth just a few thousand dollars to save a Falcon 9 booster worth tens of millions of dollars from the scrap heap. With a little luck, B1051 should have at least several more launches in its future before entering retirement.
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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.
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