SpaceX is in the final stages of preparing a trio of Falcon 9 rockets for a set of launches scheduled less than two days apart.
The potential hat trick will likely be the last opportunity for a salvo of Falcon launches before the end of 2022. As a disclaimer, while unofficial launch dates (derived from regulatory documents or well-sourced public manifests) were consistently close to actual launch dates for most of 2022, that ceased to be the case when SpaceX began experiencing an abrupt uptick in launch delays over the last two months. As a result, Falcon launch dates – even once confirmed by SpaceX – should be assumed to be a bit more uncertain than usual until it’s clear that that trend has died down.
Nonetheless, all available signs indicate that SpaceX and its customers are moving forward with plans for three back-to-back launches before the end of the week.
The update that's rolling out to the fleet makes full use of the front and rear steering travel to minimize turning circle. In this case a reduction of 1.6 feet just over the air— Wes (@wmorrill3) April 16, 2024
Set to kick off the diverse trio is the Surface Water and Ocean Topography (SWOT) spacecraft, a roughly $1.2 billion joint mission between NASA and French space agency CNES. Thanks in part to the COVID pandemic, which has and continues to impact large swaths of NASA and the aerospace industry, NASA’s Jet Propulsion Laboratory completed its portion of SWOT around 9% over budget and eight months behind schedule [PDF] since mission formulation began in 2012. Over a similar time scale, several other NASA missions have experienced cost increases of 10-100%, generally reflecting well on SWOT’s management.
SWOT, a roughly two-ton (~4400 lb) satellite, is designed to conduct the first global survey of all surface water on Earth using two large synthetic aperture radar (SAR) antennas and a conventional radar altimeter. At a cost of roughly $112 million, a SpaceX Falcon 9 rocket is scheduled to launch SWOT to low Earth orbit (LEO) no earlier than (NET) 3:46 am PST (11:46 UTC) on Thursday, December 15th. SpaceX successfully tested SWOT’s Falcon 9 well in advance on December 10th. The rocket was then returned to the company’s hangar at Vandenberg Space Force Base (VSFB) Space Launch Complex 4E for payload installation before rolling back to the pad on December 13th.
The light satellite and low target orbit will allow Falcon 9’s booster to return to the launch site and land at SpaceX’s LZ-4 landing zone, precluding the need for a drone ship recovery.
Up next, another Falcon 9 rocket is scheduled to launch the first two of eleven Boeing-built O3b mPOWER communication satellites for operator SES as early as 4:21 pm EST (21:21 UTC), Friday, December 16th. After lifting off from SpaceX’s Cape Canaveral Space Force Station (CCSFS) LC-40 pad, Falcon 9 is set to launch the roughly 3.4-ton (~7500 lb) pair of satellites to a medium Earth orbit (MEO) with an altitude of 7825 kilometers (4862 mi).
It’s unclear what orbit Falcon 9 will launch the satellites to, but the rocket’s booster will land on drone ship A Shortfall of Gravitas (ASOG) some 700 kilometers (~435 mi) downrange, indicating that it will need as much performance as the rocket can give. ASOG departed Port Canaveral on December 11th, confirming that launch preparations are well underway.
Finally, a third Falcon 9 rocket could launch SpaceX’s first Starlink mission since October 28th as early as 4:54 or 5:13 pm EST (21:54 or 22:13) on December 16th, potentially just 33 or 52 minutes after O3b mPOWER 1&2. If the two missions do launch on December 16th, which a reliable source of unofficial information has indicated is not guaranteed, it will smash the US record for back-to-back launches of the same rocket family. Russia’s R-7 rocket family will retain the international crown, however, having launched twice in 25 minutes in 1969.
Starlink 4-37 will lift off from SpaceX’s NASA Kennedy Space Center LC-39A pad, and its Falcon 9 booster will attempt to launch on drone ship Just Read The Instructions (JRTI). JRTI departed Port Canaveral on December 12th.
Following Starlink 4-37, SpaceX has at least two more launches tentatively scheduled before the end of 2022. NextSpaceflight.com reports that SpaceX could launch its sixth Transporter rideshare mission from Florida on December 27th, and two Israeli EROS-C3 Earth observation satellites out of California on December 29th. However, it’s worth noting that in the almost 17-year history of SpaceX Falcon operations, the company has never launched a rocket after December 23rd or before January 6th. Transporter-6 and EROS-C3 – SpaceX’s 60th and 61st launches of the year – would have to break through that apparent firewall to launch when they are currently scheduled.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, 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 (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.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
