Tesla Q3 call: FSD nears $1B annual revenue, Optimus scales up
In Tesla's Q3 earnings call, Musk said FSD annual revenue nears $1 billion, Cybercab fleet will grow tenfold, and Optimus monthly capacity will reach 20,000 units, with demand far exceeding production capacity.
2026-10-22 ~ 2026-10-22 · 3 related posts
- Episode 1: Tesla Q3: FSD Attach Rate Tops 75% in North America, Subscriptions Hit 1.74M(2026-10-22, 5 posts)
- Episode 2: Tesla Q3 call: FSD nears $1B annual revenue, Optimus scales up(2026-10-22, 3 posts)
- Tesla Q3 earnings: Musk fields 21 questions on Robotaxi costs, FSD revenue and Optimus — XFreeze · 2026-10-22
- Tesla Q3 call: Cybercab fleet up 10x, FSD near $1B ARR, Optimus targeting 20k/week — XFreeze · 2026-10-22
- Tesla Q3 call: FSD ARR hits $1B, 20K Optimus/week targeted by end of 2027 — PTrubey · 2026-10-22