6 Things Tesla’s Q3 Deck Revealed Beyond the Earnings
Tesla's Q3 2026 Update, posted after the market closed on Wednesday, October 21, includes new details on Megafactory Texas, the Austin Fab, the Roadster, Tesla Semi, Canada and Supercharger for Business that go beyond the headline earnings numbers. We covered revenue, profit and FSD in our Tesla Q3 2026 earnings recap, and the two biggest...
Tesla’s SpaceX Stake Slipped US$142 Million in Value Last Quarter
Tesla recorded a US$142 million unrealized loss on its SpaceX shares in the third quarter, giving back part of the gain it booked on the same investment three months earlier. The figure appears as "SpaceX equity investment unrealized (gain) loss" in the cash flow statement and the non-GAAP reconciliation tables of Tesla's Q3 2026 Update,...
Tesla Starts Building Production-Quality Optimus Bots in Fremont
Tesla has started building Optimus humanoid robots on its high-volume production lines in Fremont, California, and the company says the bots coming off those lines are the first production-quality units it has ever made. That's according to Tesla's Q3 2026 Update, which the company posted after the market closed on Wednesday, October 21. "Optimus production...
Tesla Q3 2026 Earnings: US$28B Revenue as FSD Attach Rate Tops 75%
Tesla reported third quarter 2026 revenue of US$28.05 billion on Wednesday, flat compared to a year ago, with GAAP net income of US$787 million and non-GAAP net income of US$1.70 billion. GAAP earnings per share came in at US$0.22, while non-GAAP EPS was US$0.48, according to the company's Q3 2026 Update posted to its investor...