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SpaceX loses dozens of new Starlink satellites to “geomagnetic storm”
SpaceX says that dozens of the 49 Starlink satellites aboard its most recent Starlink launch may have been doomed by a “geomagnetic storm” that arrived the day after.
In an update published on SpaceX.com, the company revealed that “up to 40 of the [49 Starlink V1.5] satellites [launched on February 3rd] will reenter or already have reentered the Earth’s atmosphere” after the “severity of the storm caused atmospheric drag to increase up to 50 percent higher” relative to past Starlink launches. The incident is likely the first time in spaceflight history that a geomagnetic storm – solar weather – has caused satellites to fail because of its effects on Earth’s atmosphere.
There’s some ambiguity in SpaceX’s statement as to how exactly the storm caused up to 40 Starlink satellites to fail or if those satellites actually failed, per se. According to SpaceX, a geomagnetic storm that began on February 4th caused “the atmosphere to warm and atmospheric density at [the mission’s] low deployment altitudes to increase [up to 50%],” thereby increasing the drag on each Starlink satellite by the same amount. SpaceX intentionally launches almost every batch of Starlink satellites to very low parking orbits with perigees (the point of the orbit closest to Earth) around 200 kilometers (125 mi).
At that altitude, both Falcon 9’s upper stage and malfunctioning Starlink satellites will naturally reenter Earth’s atmosphere in a matter of weeks or even days, thus guaranteeing that satellites that fail early on won’t become space debris. Only the Starlink satellites that pass initial testing in orbit are allowed to raise themselves to operational orbits around 550 kilometers (340 mi), where a failed satellite will instead take years to deorbit. Just 500 kilometers higher, natural decay takes decades or even centuries.
For Starlink 4-7, it’s ambiguous if the radiation environment created by the geomagnetic storm or days of exposure to the edge of the atmosphere actually damaged dozens of Starlink satellites beyond recovery or if they simply deorbited so quickly in the unusual environment that they fell past the point of no return. In the latter scenario, the incident is effectively an unforeseen fluke of nature – especially given that three-dozen other Starlink launches have run into no such issues in the last three years. In the fluke-of-nature scenario, it’s also unclear if SpaceX could have predicted – and thus prevented – the anomaly.
SpaceX says it “commanded the satellites into a safe-mode where they would fly edge-on (like a sheet of paper) to minimize drag” as soon as it was aware of the issue but that “the increased drag…prevented the satellites from leaving safe-mode to begin orbit raising maneuvers.” Based on that phrasing, the most obvious explanation is that the added drag caused up to 40 of the satellites to fall far enough into the atmosphere that their ion thrusters would no longer be able to raise their orbits faster than the drag was lowering them. Raising their solar arrays into the position needed for maximum power generation (and thus maximum sustained thrust) would also drastically accelerate reentry.
The 40 satellites SpaceX believes will be lost likely cost the company anywhere from $10 million to $40 million to build, making for a very expensive lesson. The anomaly also means that SpaceX will likely need to factor in yet another weather condition – geomagnetic storms – into Starlink launch planning. If a bit more time could have saved Starlink 4-7, it’s possible that the company will also consider slightly raising the low parking orbits used for Starlink, trading slightly slower natural reentries to reduce the risk of losing dozens of brand new satellites again.
News
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
Tesla confirmed its intentions to expand the Robotaxi program in the United States with an aggressive timeline that aims to send the ride-hailing service to several large cities very soon.
The Robotaxi program is currently active in Austin, Texas, and the California Bay Area, but Tesla has received some approvals for testing in other areas of the U.S., although it has not launched in those areas quite yet.
However, the time is coming.
During Tesla’s Q4 Earnings Call last night, the company confirmed that it plans to expand the Robotaxi program aggressively, hoping to launch in seven new cities in the first half of the year.
Tesla plans to launch in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. It lists the Bay Area as “Safety Driver,” and Austin as “Ramping Unsupervised.”
These details were released in the Earnings Shareholder Deck, which is published shortly before the Earnings Call:
🚨 BREAKING: Tesla plans to launch its Robotaxi service in Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas in the first half of this year pic.twitter.com/aTnruz818v
— TESLARATI (@Teslarati) January 28, 2026
Late last year, Tesla revealed it had planned to launch Robotaxi in Las Vegas, Phoenix, Dallas, and Houston, but Tampa and Orlando were just added to the plans, signaling an even more aggressive expansion than originally planned.
Tesla feels extremely confident in its Robotaxi program, and that has been reiterated many times.
Although skeptics still remain hesitant to believe the prowess Tesla has seemingly proven in its development of an autonomous driving suite, the company has been operating a successful program in Austin and the Bay Area for months.
In fact, it announced it achieved nearly 700,000 paid Robotaxi miles since launching Robotaxi last June.
🚨 Tesla has achieved nearly 700,000 paid Robotaxi miles since launching in June of last year pic.twitter.com/E8ldSW36La
— TESLARATI (@Teslarati) January 28, 2026
With the expansion, Tesla will be able to penetrate more of the ride-sharing market, disrupting the human-operated platforms like Uber and Lyft, which are usually more expensive and are dependent on availability.
Tesla launched driverless rides in Austin last week, but they’ve been few and far between, as the company is certainly easing into the program with a very cautiously optimistic attitude, aiming to prioritize safety.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Tesla’s (NASDAQ:TSLA) Q4 and FY 2025 earnings call highlighted improving margins, record energy performance, expanding autonomy efforts, and a sharp acceleration in AI and robotics investments.
Executives, including CEO Elon Musk, discussed how the company is positioning itself for growth across vehicles, energy, AI, and robotics despite near-term pressures from tariffs, pricing, and macro conditions.
Key takeaways
Tesla reported sequential improvement in automotive gross margins excluding regulatory credits, rising from 15.4% to 17.9%, supported by favorable regional mix effects despite a 16% decline in deliveries. Total gross margin exceeded 20.1%, the highest level in more than two years, even with lower fixed-cost absorption and tariff impacts.
The energy business delivered standout results, with revenue reaching nearly $12.8 billion, up 26.6% year over year. Energy gross profit hit a new quarterly record, driven by strong global demand and high deployments of MegaPack and Powerwall across all regions, as noted in a report from The Motley Fool.
Tesla also stated that paid Full Self-Driving customers have climbed to nearly 1.1 million worldwide, with about 70% having purchased FSD outright. The company has now fully transitioned FSD to a subscription-based sales model, which should create a short-term margin headwind for automotive results.
Free cash flow totaled $1.4 billion for the quarter. Operating expenses rose by $500 million sequentially as well.
Production shifts, robotics, and AI investment
Musk further confirmed that Model S and Model X production is expected to wind down next quarter, and plans are underway to convert Fremont’s S/X line into an Optimus robot factory with a capacity of one million units.
Tesla’s Robotaxi fleet has surpassed 500 vehicles, operating across the Bay Area and Austin, with Musk noting a rapid monthly expansion pace. He also reiterated that CyberCab production is expected to begin in April, following a slow initial S-curve ramp before scaling beyond other vehicle programs.
Looking ahead, Tesla expects its capital expenditures to exceed $20 billion next year, thanks to the company’s operations across its six factories, the expansion of its fleet expansion, and the ramp of its AI compute. Additional investments in AI chips, compute infrastructure, and future in-house semiconductor manufacturing were discussed but are not included in the company’s current CapEx guidance.
More importantly, Tesla ended the year with a larger backlog than in recent years. This is supported by record deliveries in smaller international markets and stronger demand across APAC and EMEA. Energy backlog remains strong globally as well, though Tesla cautioned that margin pressure could emerge from competition, policy uncertainty, and tariffs.
Tesla is bringing closure to its flagship Model S and Model X vehicles, which CEO Elon Musk said several years ago were only produced for “sentimental reasons.”
The Model S and Model X have been light contributors to Tesla’s delivery growth over the past few years, commonly contributing only a few percentage points toward the over 1.7 million cars the company has handed over to customers annually since 2022.
However, the Model S and Model X have remained in production because of their high-end performance and flagship status; they are truly two vehicles that are premium offerings and do not hold major weight toward Tesla’s future goals.
On Wednesday, during the Q4 2025 Earnings Call, Musk confirmed that Tesla would bring closure to the two models, ending their production and making way for the manufacturing efforts of the Optimus robot:
“It is time to bring the Model S and Model X programs to an end with an honorable discharge. It is time to bring the S/X programs to an end. It’s part of our overall shift to an autonomous future.”
Musk said the production lines that Tesla has for the Model S and Model X at the Fremont Factory in Northern California will be transitioned to Optimus production lines that will produce one million units per year.
Tesla Fremont Factory celebrates 15 years of electric vehicle production
Tesla will continue to service Model S and Model X vehicles, but it will officially stop deliveries of the cars in Q2, as inventory will be liquidated. When they’re gone, they’re gone.
BREAKING: Tesla will wind down Model S and Model X production next quarter, Elon Musk confirms.
“It is time to bring the Model S and Model X programs to an end with an honorable discharge.” pic.twitter.com/Czn7aQjJE1
— TESLARATI (@Teslarati) January 28, 2026
Tesla has been making moves to sunset the two vehicles for the better part of one year. Last July, it stopped taking any custom orders for vehicles in Europe, essentially pushing the idea that the program was coming to a close soon.
Musk said back in 2019:
“I mean, they’re very expensive, made in low volume. To be totally frank, we’re continuing to make them more for sentimental reasons than anything else. They’re really of minor importance to the future.”
That point is more relevant than ever as Tesla is ending the production of the cars to make way for Optimus, which will likely be Tesla’s biggest product in the coming years.
Musk added during the Earnings Call on Wednesday that he believes Optimus will be a major needle-mover of the United States’ GDP, as it will increase productivity and enable universal high income for humans.
Tesla confirms Robotaxi expansion plans with new cities and aggressive timeline
Tesla (TSLA) Q4 and FY 2025 earnings call: The most important points
