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By Gene
Fort Bend County approved four incentive agreements Thursday for Tesla's proposed $10.1 billion solar factory. The post Tesla’s secretive “Project Crystal Sun” gets a big green light in Texas appeared first on TESLARATI.
By Fred Lambert
Tesla skipped one of its top shareholder questions on its Q3 2026 earnings call: when Hardware 3 owners will find out if they get a free computer upgrade for the unsupervised “Full Self-Driving” they paid for. The question ranked fifth by shares on Say. Tesla read and answered questions ranked below it. It went past this one without a word. more…
By Joey Klender
Tesla revealed plans to develop its own maps internally to fix Navigation issues and give owners more control over their routing. On the company’s Q3 2026 Earnings Call, a question was asked about FSD Navigation issues, particularly speed limit recognition, parking, and routing. These are issues that surface from version to version and seem to […] The post Tesla is building its own maps to fix Navigation issues appeared first on TESLARATI.
By Fred Lambert
Tesla says it’s building its own maps to fix some of the most common problems with its “Full Self-Driving” system, including reading speed limits, parking, and choosing routes. The company’s head of AI described the effort on Tesla’s Q3 2026 earnings call. It’s a notable shift for a company whose CEO spent years arguing that self-driving systems relying on maps are brittle. And it shows Tesla’s fleet is now doing the same job Waymo’s cars do: mapping the roads so the self-driving system knows what it can’t reliably figure out on its own. Tesla fans argue that Waymo’s approach differs because…
By Joey Klender
Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026. 75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market. Tesla Q3 […] The post Tesla buyers are buying for Full Self-Driving and not for the car, data shows appeared first on TESLARATI.
By Fred Lambert
Elon Musk now says Tesla will start delivering Optimus humanoid robots to outside customers around the end of 2027. On Tesla’s Q3 2026 earnings call, he said the hands, the robot’s durability and its AI all still need work before then. Those are the same three problems every humanoid robot company is fighting. And despite Musk’s claim that nobody is close to Tesla, XPeng and Hyundai’s Boston Dynamics look at least as far along. more…
By Amber DaSilva
The window is narrowing for Elon Musk's bullish promises on autonomous cars.
By Peter Johnson
Kia’s electric sports car beat out the Tesla Model Y Performance and BYD’s Sealion 7 in a recent comparison test by the German magazine Auto Motor und Sport, ranking first overall. more…
By Fred Lambert
Tesla has lowered its 2026 capital spending forecast. In its Q3 10-Q, the company now says it expects capital expenditures “to be in excess of $20 billion in 2026,” down from the “more than $25 billion” it had guided since April. The change was in the 10-Q Tesla filed Wednesday, not in the shareholder letter it released the same day. And it lands in a quarter where Tesla reported $1.53 billion of positive free cash flow, a number that depends a lot on timing. more…
By Valentin Cimino
Tesla vient de publier ses résultats financiers pour le troisième trimestre 2026. Malgré un chiffre d’affaires stable à 28 milliards… L’article Tesla : les profits s’effondrent, mais Elon Musk continue de dépenser des milliards dans l’IA et la robotique est apparu en premier sur Automobile Propre.
By Gautier Bottet
Les ventes de véhicules en Europe au mois de septembre réservent plus d’une surprise. Le succès de Tesla ne peut… L’article Incroyable : ce SUV hybride chinois entre déjà dans le Top 10 des voitures les plus vendues en Europe est apparu en premier sur Automobile Propre.
By Manuel Naranjo
El Tesla Cybercab podría llegar a los particulares Tesla quiere entregar sus primeros Cybercab a clientes antes de que termine 2026, pese a que el vehículo carece de volante, pedales y retrovisores convencionales. El plan abre una nueva etapa para sus robotaxis, pero también plantea dudas regulatorias que la NHTSA todavía está investigando. Elon Musk lleva años prometiendo que los coches autónomos transformarán la movilidad, pero Tesla quiere dar ahora un paso bastante más atrevido: empezar a entregar su Cybercab directamente a clientes particulares antes de que termine 2026. No hablamos únic…
By Paul Fosse
I haven’t covered a Tesla earnings release and call in a while, but I thought I’d give a quick summary since this quarter was pretty interesting. Last quarter I wrote this after the delivery release, but I didn’t write up the earnings call. Observations From The Shareholder Deck: Gross margin ... [continued] The post Tesla Reports A Great 3rd Quarter, Robotaxi & FSD Finally Taking Off appeared first on CleanTechnica.
By Joey Klender
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy. Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, 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, […] The post Tesla Cybercab gets a for sale date at last appeared first on TESLARATI.
By Jameson Dow
Tesla said today it will sell Cybercab to consumers by the end of this year, raising questions of what end users would do with a vehicle with no steering wheel and no self-driving software. more…
By Fred Lambert
Tesla now says unsupervised “Full Self-Driving” in customer-owned cars will arrive in Q2 2027. It’s the latest date on a promise Elon Musk has been making to FSD buyers for the better part of a decade. But there’s a catch. On Tesla’s Q3 2026 earnings call today, AI chief Ashok Elluswamy described it as owners adding their own vehicles to Tesla’s managed Robotaxi fleet, not owners getting a car that drives them anywhere they want to go. more…
By Fred Lambert
Tesla’s energy business deployed more batteries in Q3 2026 but brought in less money. Energy generation and storage revenue fell 16% year-over-year to $2.88 billion, even though storage deployments rose 10% to 13.7 GWh. Tesla’s shareholder letter blames the drop “partially” on “tariff-related customer refunds.” It doesn’t say how much it refunded, to which customers, or why it was accounted for as reduced revenue. more…
By Fred Lambert
Tesla says it now has 1.74 million active “Full Self-Driving” subscriptions, up 67% from a year ago. A footnote in its Q3 2026 shareholder letter explains how it gets there: the metric follows “our 2025 CEO Performance Award” and “includes both upfront payment and monthly subscriptions.” So owners who bought FSD outright, some of them years ago, count as subscribers. That matters because 10 million active FSD subscriptions is one of the milestones Elon Musk has to hit to earn his 2025 pay package. It also matters because hundred of thousands of those FSD “subscribers” were sold unsupervised s…
By Fred Lambert
Tesla says battery supply, not demand, is what’s holding back its car sales. In its Q3 2026 shareholder letter, the automaker wrote that “battery availability continued to be the limiting factor in increasing auto volumes in the quarter.” It also claims it ended Q3 with “the largest backlog for our passenger vehicles in four years.” But the numbers in the same letter don’t line up with a company that has more buyers than cars. more…
By Joey Klender
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 […] The post Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS appeared first on TESLARATI.
By Fred Lambert
Tesla (TSLA) released its financial results and shareholders’ letter for the third quarter (Q3) 2026 after market close today. We’re updating this post with all the details from the financial results, shareholders’ letter, and the conference call later tonight. The earnings call with management is scheduled for 5:30 p.m. ET. more…
C’est une grosse surprise : au mois de septembre, les Tesla Model Y et Model 3 ont dominé les ventes de voitures neuves sur le marché automobile européen. Le SUV de la marque d’Elon Musk est même redevenu la voiture neuve la plus vendue de l’année devant la Dacia Sandero !
By Joey Klender
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 […] The post Tesla reports Q3 Earnings today: here’s what to expect appeared first on TESLARATI.
By Tina Casey
According to a new report, Elon Musk himself ordered SpaceX satellites to dial down essential services to Ukraine last week, cripping the nation's ability to defense itself against Russian attacks. The post Cloud Of Betrayal Settles Over Potential SpaceX-Tesla Merger appeared first on CleanTechnica.
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