News
SpaceX’s next Starlink launch will have to wait a bit longer
According to NASASpaceflight.com sources, SpaceX’s next Starlink satellite launch will have to wait a bit longer after slipping about a week from its former April 16th target.
Recently discussed on Teslarati, SpaceX has planned what is effectively a “return to flight” launch just weeks after Falcon 9 suffered its first in-flight engine failure in almost eight years. While the rocket was able to adjust on the fly to ensure that the overall Starlink mission was a success, the unprecedentedly reused Falcon 9 booster was lost during its landing attempt. More importantly, the Merlin 1D engine failure immediately raised the concern of NASA and the US military, SpaceX’s most important launch customers.
Expected to launch on thrice-flown Falcon 9 booster B1051, a successful return-to-flight so soon after SpaceX’s Starlink-5 anomaly would strongly imply that the company has already identified and characterized the cause of that March 18th hiccup with a significant degree of confidence. While Starlink-6 (the seventh Starlink launch overall) wont exactly replicate the conditions preceding Starlink-5’s in-flight engine failure, a successful launch would hopefully help alleviate any major concerns from SpaceX’s customers. That mission, however, will now have to wait another week or so to launch.
While not quite as flight-proven as B1048, the Falcon 9 booster that suffered an engine failure and was lost at sea last month, SpaceX (according to Next Spaceflight) has assigned Falcon 9 booster B1051 to its seventh Starlink launch. Since its first flight in March 2019, supporting Crew Dragon’s historic orbital launch debut, B1051 has completed two additional orbital-class launches and landings, lofting Canada’s three-satellite Radarsat Constellation Mission (RCM) in June 2019 and SpaceX’s fourth batch of 60 Starlink satellites in January 2020.
The Starlink-6 (Flight 7) mission will be B1051’s fourth, making it the sixth SpaceX Falcon 9 booster to launch four times since booster B1048 pushed the envelope in November 2019 – just five months ago. Aside from Falcon 9 B1048’s Starlink-5 engine failure and subsequently unsuccessful landing attempt, SpaceX also lost booster B1056 after its fourth flight in February 2020. Excluding two or three new Falcon 9 boosters assigned to critical missions for NASA and the US military, those two booster losses shrunk SpaceX’s rocket fleet by 30-40%, leaving just three flight-proven Falcon 9 boosters for other Starlink or customer missions.
SpaceX does have two twice-flown Falcon Heavy side boosters, said by CEO Elon Musk to be relatively easy to convert into Falcon 9 boosters, but their status is currently unknown, leaving them as the wildcards of SpaceX’s rocket fleet.
For SpaceX to be able to continue an ambitious Starlink launch cadence throughout the rest of 2020, the successful recovery of flight-proven boosters like B1051, B1049, and B1059 will likely be uniquely paramount over the next few months. Assuming SpaceX is able to successfully launch its first astronauts on Crew Dragon (NET late May) and complete a second US military GPS satellite launch (NET June 30th), two once-flown boosters will thankfully enter the company’s fleet, raising it to five (or seven) strong in by July or August.
SpaceX’s next Starlink launch is now scheduled for no earlier than (NET) April 22nd, give or take a day or two.
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
