Tesla Q3: $28B revenue, 10 millionth car built, FSD subs up 67% to 1.74M
XFreeze · x · 2026-10-22
Tesla's Q3 2026 update: revenue of $28.0B with gross profit up 9% YoY to $5.5B, operating cash flow $6.3B, and $45.4B in cash — TTM revenue above $100B for a second straight quarter.
- Deliveries: 486,532 vehicles in Q3; the 10 millionth Tesla produced; record output at Giga Berlin; largest passenger-vehicle backlog in four years.
- FSD: over 75% of new North American deliveries now include FSD (Supervised), up 20 points in a quarter; 1.74M active subscriptions, +67% YoY; live in 9 EU countries.
- Robotaxi: Cybercab began giving rides in Austin on Sept 3; unsupervised miles grew 8x in a quarter to nearly 2 million, with Grok riding along for inbox and calendar tasks.
More from Companies & People
- "It's bad out there rn": Cloudflare DE lead urges everyone to put sites behind Cloudflare — threepointone · 2026-10-22
- Sophont CEO: AI labs promise cancer cures patients won't see for a decade — iScienceLuvr · 2026-10-22
- Study of 331 Microsoft developers finds AI speed gains but a 'hollow orchestrator' risk — rseroter · 2026-10-22
- Nathan Lambert: AI world will get 'crazier and scarier' before it gets better — natolambert · 2026-10-22
- Tesla Q3 earnings: Musk fields 21 questions on Robotaxi costs, FSD revenue and Optimus — XFreeze · 2026-10-22
- UC Berkeley opens joint Statistics×EECS tenure-track hire in Trustworthy AI — jasondeanlee · 2026-10-22