The earnings call highlighted significant achievements in autonomy, energy growth, and financial performance. However, challenges such as regulatory changes, tariffs, and potential near-term financial impacts were noted. Despite these challenges, the overall outlook remains optimistic with strong advancements in key technology areas.

Company Guidance -

Q3 2025

During the call, Tesla provided comprehensive guidance on several key metrics and business developments. Elon Musk highlighted the successful launch of the robotaxi service in Austin, predicting it could cover half of the U.S. population by the end of the year, subject to regulatory approvals. The Model Y achieved recognition as the best-selling car in several countries, including Turkey and the Netherlands. Tesla continues to focus on advancing full self-driving (FSD) capabilities, with FSD-equipped vehicles proving to be 10 times safer than those without. The company reported a 19% sequential increase in automotive revenue, driven by improved average selling prices and a 14% rise in deliveries. However, Tesla is facing challenges from the repeal of the $7,500 IRA EV credit and increased tariffs, which have impacted costs by approximately $300 million. Energy storage remains a growth area, with record powerwall deployments and expansion plans for the Megapack. Tesla is also advancing the development of humanoid robots, with Optimus prototypes expected by the year's end and a production target of one million units annually within five years. Despite near-term challenges, Tesla remains optimistic about future growth and aims to maintain robust investment in AI and robotics.

Launch of Robotaxi Service

Successfully launched robotaxi service in Austin with plans to expand to half of the U.S. by the end of the year, subject to regulatory approvals.

Model Y Achievements

Model Y became the best-selling car in Turkey, Netherlands, Switzerland, and Austria, and continues to be the best-selling car globally.

Energy Segment Growth

Record powerwall deployment in Q2 and expanding Megapack capacity despite challenges, indicating strong growth potential in energy storage.

Improvements in Full Self-Driving (FSD)

FSD adoption has increased with version 12, showing cars on FSD are 10x safer. A 25% increase in FSD adoption since the last update.

Advancements in Optimus

Optimus 3 design finalized with scale production expected next year, aiming for 1 million units per year in 5 years.

Positive Financial Performance

Automotive revenue increased by 19% sequentially, despite a 14% increase in deliveries, due to improved Average Selling Prices (ASPs).

Tesla (TSLA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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TSLA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 15, 2025	2025 (Q3)	0.49 / -	0.72	―	―	―
Jul 23, 2025	2025 (Q2)	0.40 / 0.40	0.52	-23.08% (-0.12)
Apr 22, 2025	2025 (Q1)	0.41 / 0.27	0.45	-40.00% (-0.18)
Jan 29, 2025	2024 (Q4)	0.77 / 0.73	0.71	2.82% (+0.02)
Oct 23, 2024	2024 (Q3)	0.59 / 0.72	0.66	9.09% (+0.06)
Jul 23, 2024	2024 (Q2)	0.61 / 0.52	0.91	-42.86% (-0.39)
Apr 23, 2024	2024 (Q1)	0.49 / 0.45	0.85	-47.06% (-0.40)
Jan 24, 2024	2023 (Q4)	0.73 / 0.71	1.19	-40.34% (-0.48)
Oct 18, 2023	2023 (Q3)	0.73 / 0.66	1.05	-37.14% (-0.39)
Jul 19, 2023	2023 (Q2)	0.79 / 0.91	0.757	20.21% (+0.15)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

TSLA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$332.56	$305.30	-8.20%
Apr 22, 2025	$237.97	$250.74	+5.37%
Jan 29, 2025	$389.10	$400.28	+2.87%
Oct 23, 2024	$213.65	$260.48	+21.92%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.