News
SpaceX wants to offer Starlink internet to consumers after just six launches
SpaceX has created a brand new website dedicated to its Starlink satellite constellation, a prelude to offering Internet service to consumers after as few as six launches.
Additionally, Starlink.com reiterated CEO Elon Musk’s estimate that SpaceX will conduct 2-6 dedicated Starlink launches – carrying at least 60 satellites each – in 2019 alone. In other words, a best-case satellite deployment scenario could mean that SpaceX will be able to start offering Starlink service to consumers “in the Northern U.S. and Canadian latitudes” as early as this year, while commercial offerings would thus be all but guaranteed in 2020. A step further, SpaceX believes it will be able to offer coverage of the entirety of the populated world after as few as 24 launches (~1500 Starlink satellites).
“Starlink is targeted to offer service in the Northern U.S. and Canadian latitudes after six launches, rapidly expanding to global coverage of the populated world after an expected 24 launches. SpaceX is targeting two to six Starlink launches by the end of this year.” — SpaceX, Starlink.com
This quiet announcement of SpaceX’s expected initial operational capability (IOC) confirms that the company’s plans to offer communications services to consumers are just as ambitious as its 60-satellite, 18.5 ton (~40,000 lb) Starlink launch debut. Assuming an average of 60 Starlink satellites per launch, SpaceX wants to begin serving customers in the US and Canada as soon as ~360 spacecraft are in orbit, a milestone that could occur as early as late 2019. Sometime in the first half of 2020 is arguably far more likely, but the fact alone that service could be offered in 2019 illustrates just how far SpaceX is ahead of its competitors, of which only OneWeb seems to pose an actual threat.
On February 27th, OneWeb launched its first six satellites – down from a planned ten, already ~20 satellites short of a ‘full’ launch – as a mix between its first orbital test and the first launch of operational spacecraft. OneWeb’s initial constellation will feature 648 satellites, potentially rising to 900 and eventually ~2000 in the years to come, pending commercial success and investor interest. The company currently has plans to begin a monthly launch campaign of ~20 Soyuz rockets no earlier than than August or September 2019, likely completing the first phase of its constellation sometime in 2021.
“OneWeb and its satellite manufacturing partner Airbus Defence and Space have crammed 10 gigabits per second of capacity into spacecraft the size of dishwashers. Tom Enders, Airbus Group’s outgoing CEO, said Feb. 14 that OneWeb satellites cost $1 million each to produce, and that the companies will be able to complete 350 to 400 satellites annually from their joint venture OneWeb Satellite’s $85 million Florida factory opening in April. The first batches of Florida-built satellites should be delivered to OneWeb toward the end of the third quarter, Airbus spokesman Guilhem Boltz said.”
SpaceNews, March 2019
Assuming SpaceX aims to launch one dedicated 60-satellite Starlink mission every 6-8 weeks, the company could easily have a constellation of more than 600 satellites in orbit by the end of 2020. Compared to OneWeb, each Starlink satellite weighs about 40% more (~150 kg vs. ~230 kg) but also offers almost double the usable throughput (~17-20 Gbps vs. OneWeb’s ~10 Gbps). In short, SpaceX should be able to offer the same capacity of coverage and service as soon – if not far sooner – than OneWeb, while constellation hopefuls like Telesat, LeoSat, and Amazon’s Project Kuiper are likely 2-5 years away from launching their first satellites, let alone offering service.
SpaceX’s foray into satellite design
Aside from revealing SpaceX’s tentative schedule for its Starlink service offerings, Starlink.com included excellent, surprisingly detailed renders of satellite hardware, ranging from Dragon-heritage star trackers to the world’s first flightworthy ion thrusters powered by krypton. These renders simply confirm what was already clear: SpaceX has gone against the grain of traditional satellite design at almost every turn, producing a bus (the general structure and form factor) that is unlike almost anything that came before it.
As a complete layperson to spacecraft design, it’s hard to describe SpaceX’s first internally designed satellite bus as anything less than elegant. Thanks to their uniquely flat form factor, the satellites can be packed into a Falcon 9 fairing with extreme efficiency, making SpaceX’s first dedicated Starlink launch the company’s heaviest payload ever at more than 18.5 tons (~40,000 lb). For comparison, OneWeb plans to launch approximately 30×150 kg satellites per Soyuz 2.1 launch with a traditional cylindrical adapter, itself weighing ~1000 kg.
For Starlink, the method the 60 satellites use to securely attach to each other remains a minor mystery, only hinted at by photos and renders that show three metal rings/connectors per satellite. However it works, it appears that SpaceX has found a way to launch and deploy dozens of fairly large spacecraft while wasting little to no mass on a dedicated dispenser. Altogether, it appears that SpaceX has already begun to surpass the technological capabilities of its competitors, while also taking large risks with highly innovative, largely unprecedented design choices. All of those characteristics will help as SpaceX pushes to deploy Starlink and begin serving customers as quickly as possible.
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SpaceX (NASDAQ: SPCX) will report its second public earnings call today since its IPO earlier this year, and there are a few things we expect to hear about, as well as Wall Street analysts, who have already outlined their expectations for the call.
Wall Street analysts have a consensus of $12.72 billion in revenue and an earnings per share (EPS) of $0.13. These are broken down into three sectors: Space, Connectivity, and AI/SI, which are perceived in this way:
- Space: $1.41 billion
- Connectivity: $4.84 billion
- AI/SI: $6.47 billion
Other outlets cluster near $12.8 or $12.9 billion in revenue and $0.14 – $0.15 EPS. This implies a roughly 65 percent sequential growth from Q2’s $7.81 billion, driven mostly by AI/SI, with the first post-IPO positive EPS expected.
Here are the three things to watch for on the call:
AI Revenue Ramp and the $100B+ ARR target
AI is truly the swing factor for SpaceX, and analysts expect it to roughly double from Q2’s $2.56 billion and become about half of total revenue. Management previously guided to a $100 billion+ annualized run rate by December, including the Cursor acquisition, which was $60 billion, to close the quarter.
Listen for updates on SpaceX’s compute capacity, especially pertaining to its contracts with Google, Anthropic, and others, revenue per watt, any new deals, and Cursor’s early contribution.
Starlink/Connectivity Metrics and Mobile Expansion
Connectivity remains a main profit engine for SpaceX. Subscriber additions will be something to pay attention to, as Q2 ended at 12 million and previews are looking at 14 million for this quarter. Additionally, ARPU trends, enterprise and government growth, and any commentary on Starlink Mobile will be something to pay attention to, especially following the recent low-band spectrum deal and FCC-related constellation approvals.
Capex Trajectory, Cash Burn/FCF, and Starship/Operational Updates
Q2 capex of roughly $18.4 billion weighed on the stock. Investors will look to scrutinize Q3 spending levels, any guidance on the pace into Q4/2027, free cash flow, backlog, and liquidity. Operational color on Starship (Flight 14 milestones and Flight 15 timing/reusability progress), Falcon cadence, and government/NASA contracts are also in focus.
Of course, there will also be some speculation on the potential Tesla-SpaceX merger, but there was nothing mentioned in the company’s proxy it sent earlier this week.
SpaceX will report earnings after market close today and will stream the call on X.
Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → https://t.co/Qrb0qeVG15
— SpaceX (@SpaceX) October 20, 2026
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News
SpaceX just launched its secret Starfall saucer again
SpaceX launched its Starfall capsule again on Bandwagon-5, this time listed openly beside rideshare customers.
SpaceX launched its Starfall reentry capsule for the second time on Tuesday morning, flying it as the payload of the Bandwagon-5 rideshare mission. Falcon 9 lifted off from Space Launch Complex 40 in Florida at 7:04 a.m. ET with 32 payloads, and the first stage booster, on its 19th flight, landed on the droneship A Shortfall of Gravitas about nine minutes later.
Starfall was scheduled to separate last, 2 hours and 48 minutes after liftoff. The final customer satellite on SpaceX’s mission timeline comes off the upper stage about an hour and nine minutes in, which left a long gap before the capsule was due to be released alone. SpaceX later posted that the payload deployment sequence is complete. At liftoff, the company said Starfall “enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing.”
Starfall enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing https://t.co/y8kJg3QDor
— SpaceX (@SpaceX) October 20, 2026
As Teslarati reported before the first Starfall flight, SpaceX made no public announcement about the vehicle then, and nearly everything known came from FAA and FCC filings. This time Starfall is an item name on the official mission page, listed beside paying rideshare customers. SpaceX has still not said what, if anything, is aboard this Starfall, Spaceflight Now noted.
The FAA’s environmental assessment from May describes a disk about 10.2 feet wide and 2.5 feet tall that weighs roughly 4,600 pounds and can bring 2,200 pounds of payload back to Earth.
Interestingly, the same rocket also carries a competitor’s hardware. Varda Space Industries launched its W-Series 7 capsule on Bandwagon-5, a spacecraft about three times smaller than Starfall that will test whether microgravity can improve the solubility of a cancer drug called Protac. It is Varda’s ninth reentry capsule, and W-8 and W-9 launched earlier this month on Transporter-18. SpaceX has been Varda’s launch provider since the company’s first Falcon 9 rideshare contract in 2021.
SpaceX has not published where or how this Starfall will come down. The preview we ran in June described a recovery from the Pacific Ocean, and the company has not said whether this flight follows the same plan. The launch also arrives hours before SpaceX posts its third quarter results after the market closes, a report we previewed earlier this week.
Elon Musk
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
The Boring Company has modified a Tesla powered tunnel truck to carry freight containers underground.
The Boring Company has found a second job for the Tesla hardware it already runs underground. In a post on X, Elon Musk’s tunneling company showed its latest Prufrock Liner Truck modified to carry a standard 20 foot shipping container. “Using TBC tunnels to transport freight,” the company wrote. “The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20′ shipping container. Fits like a glove!”
The photo shows a red container sitting on a long, low white chassis parked outside, with drive hardware visible at one end. The Boring Company did not say where or when freight hauling would start, which customers it has in mind, or how many trucks it is converting.
Using TBC tunnels to transport freight.
The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20’ shipping container.
Fits like a glove! https://t.co/VV0phWK4fc
— The Boring Company (@boringcompany) October 19, 2026
Until now, the liner trucks have hauled concrete. Teslarati reported in August on Liner Truck 3, which uses Model 3 battery packs and drive units to move more than 22,000 pounds of precast tunnel segments to the boring machine. It has 28 miles of range, tops out at 12 mph, and is piloted remotely from the company’s operations center in Texas. The freight version appears to be the same platform with a different bed, and The Boring Company has not said whether it will also be remotely piloted.
Freight has been on the company’s menu for years. When TBC updated its product lineup in 2021, its freight tunnel was described as sized to fit a standard shipping container, “barely.” The company later used the idea at Tesla’s own factory, where Prufrock 3 dug a tunnel to Giga Texas that now moves finished Cybertrucks away from the production line.
The Boring Company closed a $3 billion Series D in September at a $23 billion valuation, and Teslarati has covered how that money is tied to a UAE tunneling push and a faster Nashville build. In Nashville, Prufrock MB1 and MB2 are mining at the same time, and a third machine is expected to launch in late October. Each machine needs a steady supply of liner trucks, so any design that works for segments and containers alike gives the company more use out of the same Tesla parts.
The Vegas Loop remains the only Boring Company system open to the public, and it moves passengers in Tesla vehicles. A freight service would be a separate product, and the post gave no indication that one is close to launch. For now, it is a truck, a container and a short caption saying they fit together.
SpaceX reports its second earnings today: here’s what to expect
SpaceX just launched its secret Starfall saucer again
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
SpaceX reveals how its 1 Million AI satellite network will work and prevent space collisions
Tesla Roadster: Three configs, one can fly, 0-60 in 0.8 seconds
