🚨 Acquisition Alert: We're welcoming Motiv Space Systems to the Rocket Lab team.
Motiv is renowned for its advanced robotic arms, actuators, and drive electronics that have enabled some of the most ambitious missions, including NASA’s Mars Perseverance rover.
Motiv will also bring in-house critical spacecraft mechanisms such as solar array drive assemblies, antenna and propulsion gimbals, filter wheels, focus mechanisms, and precision drive electronics, completing another key element of our strategy to manufacture satellites at constellation scale
RKLB just dropped their best quarter ever! Congrats, RKLB!
$200M revenue (+63% YoY), 38% GAAP gross margin, $2.2B backlog — all records.
Golden Dome SBI contract with Raytheon. Neutron hardware integrating now.
5 dedicated Neutron launches already sold before first flight. This is not a startup anymore!#RKLB
Over the past 2-3 months, I’ve been sleeping an average of 5-6 hours, 2 hours less than usual & have cut all entertainment to almost zero, including on weekends & yet still don’t have nearly enough time to work with AI. I am just scratching the surface of what is possible with AI
#Tesla Q1 2026 Earnings Call — Summary
Tesla reported record Q1 order backlog, driven by strong demand in EMEA and APAC, with Berlin reaching record output. Auto margins improved to 19.2% ex‑credits, supported by warranty adjustments and tariff relief. Management emphasized that 2026 marks the start of a major CapEx cycle, exceeding $25B, funding six factories, AI infrastructure, and the new semiconductor research fab in Texas. Free cash flow was $1.4B, but the company expects negative FCF for the rest of 2026 due to heavy investment.
Optimus production begins at Fremont in late July–August, with a second factory in Texas starting mid‑2027. V3 design will be revealed mid‑2026. Tesla reiterated that Optimus could become its largest product.
Robotaxi operations expanded to Austin, Dallas, and Houston, with zero reported safety incidents. Tesla targets a dozen U.S. states by year‑end. Unsupervised FSD may reach customer cars in Q4 2026.
FSD adoption reached 1.3M paid users, driven by subscriptions. EU‑wide supervised approval is expected in Q2; broader China approval targeted for Q3. HW3 vehicles cannot support unsupervised FSD and will require retrofit via micro‑factories.
Energy storage margins hit a record 39.5%, with 2026 deployments expected to exceed 2025.
The Roadster may debut within “a month or so.”