Earnings summaries and quarterly performance for Tesla.
Executive leadership at Tesla.
Board of directors at Tesla.
Research analysts who have asked questions during Tesla earnings calls.
Adam Jonas
Morgan Stanley
4 questions for TSLA
Dan Levy
Barclays PLC
4 questions for TSLA
Emmanuel Rosner
Wolfe Research
4 questions for TSLA
Pierre Ferragu
New Street Research
3 questions for TSLA
Colin Rusch
Oppenheimer & Co. Inc.
2 questions for TSLA
Walter Piecyk
LightShed Partners
2 questions for TSLA
Colin Langan
Wells Fargo & Company
1 question for TSLA
Daniel Roeska
Bernstein Research
1 question for TSLA
George Gianarikas
Canaccord Genuity
1 question for TSLA
Mark Delaney
The Goldman Sachs Group, Inc.
1 question for TSLA
William Stein
Truist Securities
1 question for TSLA
Xin Yu
Deutsche Bank
1 question for TSLA
Recent press releases and 8-K filings for TSLA.
- Tesla shares are trading near $500, closing around $488.73 after touching an intraday high of $498.83.
- Shares have rallied roughly 125% from April lows, are up 21% year-to-date, and gained 25% over the past month.
- The autonomy + robotics narrative, including robotaxis, AI, and humanoid ambitions, alongside bullish technicals (strong MACD, RSI ~63), supports the uptrend.
- Investors are focused on Q4 2025 delivery results, expected January 2, 2026, as the next catalyst.
- A Bloomberg analysis found 15 deaths in about a dozen incidents where Tesla’s flush-mounted door handles failed to open after crashes and fires, trapping occupants or hindering rescuers.
- The NHTSA has opened a defect investigation into Model Y door failures and requested detailed consumer complaint data from Tesla.
- Tesla notes post-crash auto-unlock may not work on older models and is exploring design fixes, including battery-voltage-based lock release and a handle redesign.
- Observers warn the probe could lead to broad regulatory actions, such as large-scale recalls or mandated redesigns of electric door-handle systems.
- Delaware Supreme Court reversed a lower-court rescission, reinstating Elon Musk’s 2018 compensation package of options for ~304 million shares, valued at $56 billion at vesting.
- The paper value of these options had grown to roughly $120 billion, representing 9% of Tesla’s outstanding shares by early November.
- The litigation, initiated by investor Richard Tornetta over conflicts and disclosure issues, had originally led to the package’s 2024 rescission.
- The ruling sets a significant precedent for performance-based executive pay and has prompted some companies to consider reincorporation outside Delaware.
- Tesla-backed Addionics and PNT Materials Co. will collaborate to develop, manufacture, and commercialize prismatic lithium iron phosphate (LFP) cells for energy storage systems.
- The partnership combines Addionics’ Smart 3D Current Collector technology with PNT’s prismatic cell manufacturing expertise to deliver cost-effective, high-performance LFP solutions.
- The collaboration targets the surging energy demands of AI data centers, renewable energy integration, and grid-scale storage amid a global ESS market set to expand from USD 668 billion today to over USD 5 trillion by 2034.
- Joint efforts will focus on cost reduction, manufacturability, scalability, and exploring global commercialization to support a decarbonized energy future.
- Three-year European framework agreement signed to implement Tesla Megapack battery energy storage system (BESS) projects across all SPIE group subsidiaries in Europe.
- Agreement standardizes legal and operational conditions for Megapack installations in France and paves the way for new opportunities in Poland and Germany.
- SPIE will deliver full technical services including engineering, Balance of Plant work, high-/medium-voltage grid connection, auxiliary equipment installation, and commissioning.
- SPIE’s track record includes the Ville-sur-Haine 50 MW/200 MWh (53 Megapacks), Vlissingen 1.4 GWh (372 Megapacks), and Eure 100 MW/200 MWh BESS projects.
- Tesla aims to begin full-scale Robotaxi production by 2026, signaling a shift toward autonomous, AI-driven transportation.
- Analyst Dan Ives projects a market cap of $2 trillion by end-2026, with a bullish upside to $3 trillion driven by AI and robotics innovations.
- Robotaxis are expected to roll out across 30+ U.S. cities, supported by anticipated easing of federal regulatory barriers.
- Tesla’s vertically integrated model spans EVs, stationary energy storage, solar products, fast-charging networks, and auto insurance, broadening growth beyond vehicle sales.
- Tesla has started testing empty Model Y robotaxis on Austin public roads without human safety monitors, marking a shift from its supervised trials.
- These empty-car tests are distinct from its paid Austin robotaxi service launched in June, which has recorded at least seven crashes involving human supervisors.
- Investors reacted positively, sending Tesla shares up 4.9% to $481.37, valuing the company at around $1.53 trillion.
- Alphabet’s Waymo remains far ahead commercially, logging 14 million paid rides in 2025, underscoring Tesla’s regulatory and safety challenges ahead.
- Elon Musk confirmed the FSD v14.x update can allow drivers to use phones in certain traffic contexts, effectively enabling texting while driving while remaining a supervised system.
- Texting while driving remains illegal in nearly all U.S. states, prompting safety and legal experts to warn of distracted-driving risks and regulatory mismatches.
- The NHTSA has launched a probe after more than 50 reports of FSD-run red lights or lane errors, heightening regulatory scrutiny.
- Investors see FSD improvements as a key catalyst for future unsupervised operations and a robotaxi service, though liability and mapping concerns remain.
- Tesla’s appeal is waning among European new-car buyers: 38% say its novelty has worn off, sentiment is now more negative than positive, and one in three view Tesla as mainstream rather than premium.
- European consideration to buy Chinese cars rose 16% YoY, from 31% in 2024 to 47% in 2025, driven by growing consumer trust and interest.
- Trust in Chinese brands increased from 22% in 2024 to 28% in 2025, with BYD ranking 8th in positive momentum versus Tesla’s 50th place.
- Tesla still leads on charging infrastructure and speed but trails competitors on design, quality and emotional appeal as Chinese brands match Europe’s offerings at lower prices.
- Burry labels Tesla “ridiculously overvalued” with a $1.4–$1.5 trillion market cap amid slowing growth and shrinking margins.
- The newly approved $1 trillion stock-based pay package, tied to an $8.5 trillion valuation target, is projected to cause ~3.6 % annual dilution and Tesla conducts no buybacks.
- Tesla trades at 209 x forward earnings, well above its five-year average of 94 x and the S&P 500’s 22 x, highlighting valuation concerns.
Quarterly earnings call transcripts for Tesla.
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