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Tesla Model S “Refresh” spied track testing
New photos from the Tesla Fremont Factory obtained by Teslarati show the new Refreshed Tesla Model S and its new features, confirming the long-time speculation of whether the company’s flagship sedan would be updated nine years after its initial release. After the Plaid Model S was announced in 2019, slight cosmetic modifications were added to the car to increase aerodynamic performance in a track setting. Some of these new features included a wider body, a rear diffuser, and a spoiler. Tesla has made several changes to the Refreshed Model S, as seen in the photos below. The vehicle was spotted at both the Fremont Test Track and on public roads when the photographs were taken.
For those who are unfamiliar, Tesla operates its own test track behind the Fremont factory for its vehicles. In 2013, three years after Tesla’s purchase of the Fremont factory from GM, the electric automaker bought the 35-acre property that included the test track from the Union Pacific Railroad. It is located adjacent to the Fremont factory, so Tesla can take cars that need to be tested to the track within a few minutes. In the past, Tesla has tested vehicles like the Model Y and the 2020 Roadster at the track prior to their release, indicating that the new Model S that was spotted could be on its way to the company’s Design Studio shortly.
Initial rumors of the Model S refresh emerged in late 2020 after several updates to the Model 3 and Model Y vehicles. While the Model Y underwent several minor updates, like a new center console, new door paneling, and a heated steering wheel in China, the Model 3 was the subject of more noticeable cosmetic revisions. The mass-market sedan from Tesla was equipped with a full chrome delete kit that now comes standard, a new center console design, new headlights, double-paned glass, a powered trunk, and other interior revisions.
On the other hand, the Model S has only undergone one true cosmetic revision since its initial release nearly nine years ago: the removal of the nosecone. Since the vehicle has gone so many years without a real update or any major changes to its aesthetic qualities, Tesla may have decided it was time to “refresh” the car.
Now, photographs of the new Model S have been captured, showing a wider body, revised fog lights, new wheels, and several other cosmetic revisions.
A few of the more notable changes are a new front diffuser, a part that became standard with the newly-designed Plaid Model S. A diffuser displaces air underneath the vehicle’s body, increasing aerodynamic performance and making the flow of air more efficient during travel. Additionally, the front fascia has also been revised slightly. This is the second revision Tesla has made to this portion of the Model S since its release. The new design includes a larger central air intake vent for improved airflow and ventilation to the battery pack. This eliminates the possibility of overheating and improves battery lifetime and performance.
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- The Model S in this photograph shows the revised front fascia, new fog light design, a wider body and new wheels. Photo: Teslarati
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- A second photo shows a head-on view of the Model S spotted at Fremont. Photo: Teslarati
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- Tesla has placed new wheels on the Model S in this photo, reminiscent of the Arachnid wheels that were included in the referral program. Photo: Teslarati
One of the more interesting and speculative details of the new Model S is that there is no touchscreen protruding from the top of the dash. The Model 3 and Model Y center dash screen can be seen from the outside of the vehicle when looking through the windshield. There is no evidence that Tesla is adopting the 3 and Y center touchscreen design for the Model S refresh. We are currently not aware of any modifications to the vertical touchscreen that has been standard on the Model S and Model X.
The fog lights located on the bottom of the front lip have also been modified, bringing a slightly new look to the lower lights. Additionally, new wheels appear to be on the Model S, and they look to be a revised version of the Arachnid wheels that Tesla included as a Referral Program reward back in 2016. Neither the 19″ Tempest Wheels nor the 21″ Sonic Carbon Twin Turbine Wheels that are available with the Plaid Model S matches the wheels that were equipped on the vehicle that was spotted at the Fremont Factory. This appears to confirm Tesla may also be releasing a new wheel design that will be included with the Refreshed Model S design.
It seems the refreshed Model S has adopted more features that are going to be included on the Plaid Model S, due to be released in late 2021. A wider fender design is paired with new, wider wheels. These modifications were first noticed on the Plaid Model S that was spotted running spirited laps at the Nürburgring in Germany in 2019.
Photo: Teslarati
Another interesting note is the side repeater cameras have been adjusted onto the new fenders, but only slightly. It appears Tesla has moved it forward toward the wheel well. This could be to increase visibility when the cameras are activated.
The final noticeable external revision is a new rear bumper design that is more robust than the original Model S design. This could be indicative that the black Model S in the photos we shared could be the Plaid Model S, as it also has a wider rear bumper. However, it does not have a rear diffuser installed underneath, meaning it could just be a refreshed design.
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- Photo: Teslarati
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- Photo: Teslarati
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- Photo: Teslarati
Tesla is holding its Q4 2020 Earnings Call on Wednesday and many enthusiasts believe the company will announce either a refresh to the Model S, or will indicate the Plaid Model S will be on its way soon. With the several external modifications that have been spotted thanks to the pictures above, we know that Tesla is working on a revised design for its flagship sedan. While no details are known about the interior as of yet, details will be shared as they are found.
The Kilowatts spotted some more photos of the unique Model S at Fremont, providing some additional perspective on what changes Tesla made to its flagship sedan.
Elon Musk
SpaceX to launch military missile tracking satellites through new Space Force contract
SpaceX wins a $178.5M Space Force contract to launch missile tracking satellites starting in 2027.
The U.S. Space Force awarded SpaceX a $178.5 million task order on April 1, 2026 to launch missile tracking satellites for the Space Development Agency. The contract, designated SDA-4, covers two Falcon 9 launches beginning in Q3 2027, one from Cape Canaveral Space Force Station in Florida and one from Vandenberg Space Force Base in California. The satellites, built by Sierra Space, are designed to bolster the nation’s ability to detect and track missile threats from orbit.
The award falls under the National Security Space Launch Phase 3 Lane 1 program, which Space Force uses to move payloads to orbit on faster timelines and at more competitive prices. “Our Lane 1 contract affords us the flexibility to deliver satellites for our customers, like SDA, more easily and faster than ever before to all the orbits our satellites need to reach,” said Col. Matt Flahive, SSC’s system program director for Launch Acquisition, in the official press release.
SpaceX is quietly becoming the U.S. Military’s only reliable rocket
The SDA-4 contract is the latest in a long string of national security wins for SpaceX. As Teslarati reported last month, the Space Force recently shifted a GPS III satellite launch from ULA’s Vulcan rocket to SpaceX’s Falcon 9 after a significant Vulcan booster anomaly grounded ULA’s military missions indefinitely. That move made it four consecutive GPS III satellites transferred to SpaceX after contracts were originally awarded to its competitor.
This didn’t come without a fight and dates back years. SpaceX originally had to sue the Air Force in 2014 for the right to compete for national security launches, at a time when United Launch Alliance held a near monopoly on the market. Since then, the company has steadily displaced ULA as the dominant provider, and last year the Space Force confirmed SpaceX would handle approximately 60 percent of all Phase 3 launches through 2032, worth close to $6 billion.
With missile defense satellites now part of its launch manifest alongside GPS, communications, and reconnaissance payloads, SpaceX is giving hungry investors something to chew on before its imminent IPO.
Elon Musk
Tesla’s Q1 delivery figures show Elon Musk was right
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Tesla reported its Q1 delivery figures on Thursday, and the figures — solid but unspectacular — show that CEO Elon Musk was right about what the company’s most important production and division would be.
We are seeing that shift occur in real time.
Tesla delivered 358,023 vehicles in the first quarter of 2026, according to the company’s official report released April 2.
The figure represents modest year-over-year growth of roughly 6 percent from Q1 2025’s 336,681 deliveries but a sharp sequential drop from Q4 2025’s 418,227. Production reached 408,386 vehicles, while energy storage deployments hit 8.8 GWh.
On the surface, the numbers reflect a mature EV market facing competition, softening demand, and the loss of certain incentives. Yet they also quietly validate a prediction Elon Musk has repeated for years: Tesla’s traditional auto business is becoming far less central to the company’s future.
Musk has long argued that vehicles alone will not define Tesla’s value.
Optimus Will Be Tesla’s Big Thing
In September 2025, Musk stated bluntly on X that “~80% of Tesla’s value will be Optimus,” the company’s humanoid robot.
He has described Optimus as potentially “more significant than the vehicle business over time.” Those comments were not abstract futurism. In January 2026, during the Q4 2025 earnings call, Musk announced the end of Model S and X production, framing it as an “honorable discharge,” he called it.
Those are the biggest factors.
~80% of Tesla’s value will be Optimus.
— Elon Musk (@elonmusk) September 1, 2025
The Fremont factory space, once dedicated to those flagship sedans, is being converted into an Optimus manufacturing line, with a long-term target of one million robots per year from that single facility alone.
The Q1 2026 numbers arrive at precisely the moment this strategic pivot is accelerating. Model 3 and Y deliveries totaled 341,893 units, while “other models” (including Cybertruck, Semi, and the final wave of S/X) added 16,130.
Growth is no longer explosive because Tesla is no longer chasing volume at all costs. Instead, the company is reallocating capital and factory floor space toward autonomy, energy storage, and robotics, businesses Musk believes will command far higher margins and enterprise value than incremental car sales.
Delivery Hits and Misses are Becoming Less Important
Wall Street’s pre-release consensus had pegged deliveries near 365,000. Coming in below that estimate might have rattled investors focused solely on automotive metrics. Yet Musk’s thesis has never been about maximizing quarterly vehicle shipments.
Tesla, he has insisted, “has never been valued strictly as a car company.”
The modest Q1 auto performance, paired with the deliberate wind-down of legacy programs and the ramp of Optimus, underscores that point. While EV demand stabilizes, Tesla is building the infrastructure for Robotaxis and humanoid robots that could dwarf today’s car business.
The future is here, and it is happening. It’s funny to think about how quickly Tesla was able to disrupt the traditional automotive business and force many car companies to show their hand. But just as fast as Tesla disrupted that, it is now moving to disrupt its own operation.
Cars, once the only recognizable and widely-known division of Tesla, is now becoming a background effort, slowly being overtaken by the company’s ambitions to dominate AI, autonomy, and robotics for years to come.
Critics may still view the shift as risky or premature. But the Q1 figures, solid but unspectacular in the auto segment, illustrate exactly what Musk has been signaling: the era when Tesla’s valuation rose and fell with every Model Y delivery is ending.
The company’s long-term bet is on AI-driven products that turn vehicles into high-margin robotaxis and factories into robot foundries. Thursday’s delivery report did not just meet the market’s tempered expectations; it proved Elon Musk was right all along.
The car business, once everything, is quietly becoming an important piece of a much larger puzzle.
Investor's Corner
Tesla reports Q1 deliveries, missing expectations slightly
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market.
Tesla reported deliveries for the first quarter of 2026 today, missing expectations set by Wall Street analysts slightly as the company aims to have a massive year in terms of sales, along with other projects.
Tesla delivered 358,023 vehicles in the first quarter of 2026, marking a 6.3 percent increase from 336,681 vehicles in Q1 2025.
The figure, however, fell short of Wall Street’s consensus estimate of 365,645 units, reflecting ongoing headwinds in the global EV market. Production reached approximately 362,000 vehicles, with Model 3 and Model Y accounting for the vast majority. The results come as Tesla navigates softening demand, intensifying competition in China and Europe, and the expiration of key U.S. federal tax incentives.
🚨 BREAKING: Tesla delivered 358,023 vehicles in Q1 2026
Tesla also reported record energy deployments of 8.8 GWh
Wall Street had delivery consensus estimates of 365,645 pic.twitter.com/EVNAu5L3UT
— TESLARATI (@Teslarati) April 2, 2026
Energy storage deployments provided a bright spot, hitting a record 8.8 GWh in Q1. This underscores the accelerating momentum in Tesla’s energy segment, which has become a critical growth driver even as automotive volumes stabilize.
Year-over-year, the energy business continues to outpace vehicle sales, with analysts noting strong backlog demand for Megapack systems amid rising grid-scale needs for renewables and AI data centers.
Looking ahead, analysts project full-year 2026 vehicle deliveries in the range of 1.69 million units—a modest 3-5% rise from roughly 1.64 million in 2025.
Growth is expected to accelerate in the second half as production ramps and new incentives emerge in select markets. However, risks remain: persistent high interest rates, price competition from legacy automakers and Chinese EV makers, and potential margin pressure could cap upside.
Tesla has not issued official full-year guidance, but executives have signaled confidence in sequential quarterly improvements driven by cost reductions and refreshed lineups.
By the end of 2026, Tesla plans several major product launches to reignite momentum. The refreshed Model Y, including a new 7-seater variant already rolling out in select markets, is expected to boost family-oriented sales with updated styling, efficiency gains, and interior enhancements.
Autonomous ambitions remain central to Tesla’s mission, and that’s where the vast majority of the attention has been put. Volume production of the Cybercab (Robotaxi) is targeted to begin ramping in 2026, potentially unlocking new revenue streams through unsupervised Full Self-Driving (FSD) deployment.
A next-generation affordable EV platform, possibly under $30,000, is also in advanced planning stages for 2026 or 2027 introduction. On the energy front, the Megapack 3 and larger Megablock systems will drive further deployment scale.
While Q1 highlights transitional challenges in autos, Tesla’s diversified roadmap, spanning refreshed consumer vehicles, commercial trucks, Robotaxis, and explosive energy growth, positions the company for a stronger second half and beyond. Investors will watch Q2 closely for signs of sustained recovery, especially with new vehicles potentially on the horizon.
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