Tesla says trailing-12-month revenue topped $100B as Cybercab production starts
mitchdeg · x · 2026-07-25
Tesla’s Q2 2026 update says the company posted more than $100B in trailing-12-month revenue for the first time and saw record second-quarter vehicle deliveries.
Key points from the summary:
- Energy storage returned to growth, with the second-best quarterly deployment and record trailing-12-month deployments.
- Services and Other reached record profitability and margins.
- Cybercab began production in Texas, while Tesla Semi remains on track for production this year in Nevada.
- Robotaxi rollout continues in the U.S. and is now live in seven major metros.
- Optimus factory construction started in Fremont after Model S/X lines were decommissioned, with production expected later this year.
- Tesla frames the period as a major investment phase, saying scaling will be non-linear and that it is focused on long-term value creation.
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