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SpaceX’s Starlink internet a step closer to customers as “user terminal” hiring ramps up
As SpaceX prepares to kick off an aggressive Starlink launch campaign in the next month or two, the company is also aggressively hiring build teams that will engineer and mass-produce crucial ground-based hardware, ranging from ground stations and mobile applications to the “user terminals” that will go in customer homes.
The proposed Starlink satellite internet constellation will be comprised of up to 12,000 satellites in low Earth orbit (LEO) and is designed to provide low latency high-speed broadband internet service the world over. Company CEO Elon Musk has previously discussed that a major focus of the constellation would be to provide reliable and fast internet service to rural and remote locations where existing service may be far too expensive or unreliable.
Over the last 6-12 months, an array of job listings have advertised well over a hundred new positions related to Starlink, with a recent trend towards prioritization of user terminal production at SpaceX’s Hawthorne, CA headquarters. SpaceX is also looking to expand its software development workforce to mature the software needed for user terminals and create a range of other customer-facing products, including a “Starlink Mobile” app for both Android and iOS devices.
Similar to current satellite TV and internet solutions, SpaceX’s Starlink internet service will require ground-based receivers – “user terminals” – at their location of use. By all appearances, SpaceX may also have plans to integrate a WiFi router directly into the terminal to make the user experience as seamless as possible, but it’s just as likely that SpaceX will simply include ports for users to connect their own routers. Musk has previously stated that the user terminals will use phased arrays antennas that will allow them to stay motionless on the ground while electronically ‘steering’ to ensure the best possible satellite connection.
The user terminals will be the connect-all hardware point that will “sit in (Starlink) customers’ homes” to “bridge the gap between OS software, flight software, antenna software, and modem software.” Presumably, the User Terminals will be far more advanced than current access modems and will also encompass a router that would allow satellite wifi service throughout the area of access. Past statements indicate that SpaceX intends for the terminals to be roughly the size of a small pizza box.
In line with user terminal planning, SpaceX has also begun hiring developers for a Starlink Mobile application. This will enable customers to enjoy “a seamless experience managing their accounts and internet access”, presumably offering something akin to the experience that current Tesla customers have with Tesla’s mobile apps.
The current Tesla app is a comprehensive experience that allows user monitoring and customization of every aspect of their Tesla products inclusing vehicles and Powerwall energy systems. The experience guides the user from set-up to everyday use of their various Tesla products.
From the senior software engineer job listing, it can be assumed that the Starlink Mobile app will be comparable to the Tesla app. The advertised position will “bring to life the mobile portal into Starlink.” It’s very likely that the Starlink Mobile app will allow the user to monitor device connections, download and upload speeds, and other customer-specific experiences such as account access and billing. The app will be built completely in-house and from the ground up to ensure that it is specified and tailored to meet the various requirements of a comprehensive and quality customer experience.
SpaceX is expected to ramp up the development and manufacturing of all Starlink supportive ground systems within the coming weeks and months. The advertised positions are all located in California – the software development and manufacturing of User Terminal Teams based in Hawthorne while the mobile application software engineer position is located in Los Angeles.
According to President and COO Gwynne Shotwell, SpaceX aspires to launch 2-4 more missions in 2019 and as many as 24 dedicated Starlink missions in 2020 alone, roughly translating to a Starlink launch ever two weeks. Customer launches would occur in the interim and SpaceX has made it clear that customers will come first, with Starlink missions then filling in the gaps left in SpaceX’s commercial manifest.
SpaceX ultimately believes that it can begin serving customers after as few as 6-8 launches with 60 Starlink satellites apiece, while initial global coverage will require 24 launches. Beyond those milestones, more launches (involving anywhere from 10,000 to 40,000+ additional satellites) would simply add bandwidth and allow SpaceX to expand its customer base and distribute additional capacity based on demand.
SpaceX’s next two Starlink missions are scheduled to launch no earlier than mid-November and December 2019.
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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
