Tesla, Inc. is a company that operates in the automotive and energy sectors, focusing on the design, development, manufacturing, sales, and leasing of electric vehicles and energy products . The company sells electric vehicles, including models such as the Model 3, Y, S, X, Cybertruck, and Tesla Semi, along with automotive regulatory credits, used vehicles, and related services . Additionally, Tesla offers energy generation and storage products like the Powerwall and Megapack, contributing to its diversification efforts .
- Automotive - Encompasses the design, development, manufacturing, sales, and leasing of electric vehicles, including the Model 3, Y, S, X, Cybertruck, and Tesla Semi. Includes sales of automotive regulatory credits, used vehicles, non-warranty after-sales vehicle services, body shop and parts, paid Supercharging, vehicle insurance revenue, and retail merchandise .
- Energy Generation and Storage - Involves the design, manufacture, installation, sales, and leasing of solar energy generation and energy storage products, such as Powerwall and Megapack. Includes related services and sales of solar energy systems incentives .
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Elon Musk ExecutiveBoard | Technoking of Tesla and CEO | CEO of SpaceX, CTO of X Corp., CEO of x.AI, Founder of The Boring Company, Founder of Neuralink | Co-founded Tesla in 2004, became CEO in 2008, and has led Tesla to become one of the most valuable companies globally. Also leads multiple ventures in space, AI, and tunneling. | View Report → |
Vaibhav Taneja Executive | Chief Financial Officer | None | Joined Tesla in 2017, promoted to CFO in August 2023. Previously served as Chief Accounting Officer and Corporate Controller. | View Report → |
Xiaotong (Tom) Zhu Executive | Senior Vice President, Automotive | None | Joined Tesla in 2014, led Gigafactory Shanghai construction and operations, and promoted to SVP in 2023. | View Report → |
Ira Ehrenpreis Board | Director | Founder and Managing Member of DBL Partners, Chairman of VCNetwork, President of WAVC | Tesla Board member since 2007, chairs the Compensation and Nominating Committees. A leader in impact investing and venture capital. | |
James Murdoch Board | Director | CEO of Lupa Systems | Tesla Board member since 2017. Former executive at 21st Century Fox and Sky plc, with expertise in media and corporate governance. | |
JB Straubel Board | Director | Founder and CEO of Redwood Materials, Board Member at QuantumScape | Co-founded Tesla and served as CTO from 2005 to 2019. Rejoined Tesla's Board in 2023. Focuses on battery recycling and sustainability through Redwood Materials. | |
Joe Gebbia Board | Director | Co-Founder of Airbnb, Founder of Samara, Chairman of Airbnb.org, Trustee at Rhode Island School of Design, Member of Olympic Refuge Foundation | Joined Tesla's Board in 2022. Known for his entrepreneurial expertise and design innovation as a co-founder of Airbnb. | |
Kathleen Wilson-Thompson Board | Director | Director at Wolverine World Wide and McKesson Corporation | Joined Tesla's Board in 2018. Former EVP and CHRO at Walgreens Boots Alliance. Brings expertise in HR, governance, and legal matters. | |
Robyn Denholm Board | Chair of the Board | Operating Partner at Blackbird Ventures, Chair of Technology Council of Australia | Joined Tesla's Board in 2014 and became Chair in 2018. Brings decades of experience in technology and finance. |
- With the reduction in average selling prices due to financing incentives impacting automotive margins , how does Tesla plan to sustain profitability amid increasing cost pressures and competitive pricing in the EV market?
- Tesla has delayed the Roadster for years, citing focus on higher-impact projects ; can you provide a concrete timeline for its release and explain how it fits into Tesla's overall strategic priorities?
- With the ambitious goal to achieve full autonomy by Q2 next year , what specific challenges does Tesla face in securing regulatory approval and public acceptance for its autonomous vehicles?
- Given the collaboration between Tesla and xAI and potential concerns about conflicts of interest , how do you address these concerns and clarify how xAI's development directly benefits Tesla's mission and shareholders?
- As you focus on expanding in-car software offerings and improving features like the browser , how does Tesla plan to balance the integration of advanced features without compromising driver safety, especially before full autonomy is widely available?
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
Walt 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 has appointed Sharad Agarwal, former head of Lamborghini India, as its new country head, and he will be fully based in India.
- Agarwal’s luxury car sales background is expected to help boost EV adoption amid high import tariffs and sluggish Model Y sales.
- The move marks a shift to local management after the previous country head resigned in May 2025, aiming to strengthen retail, distribution, and customer experience.
- Tesla is deploying pop-up displays in major shopping centers and exploring manufacturing in Gujarat, Maharashtra, and Tamil Nadu to expand its Indian operations.
- The high starting price of the Model Y in India, over 6 million rupees (≈$67,575), reflects import duties and hampers competitiveness against brands like BMW and Mercedes-Benz.
- Tesla saw new car registrations in October 2025 fall by 89% in Sweden and 86% in Denmark year-over-year.
- Sweden registrations dropped to just over 150 vehicles (some sources cite 113), while Denmark reported 102 units.
- The decline is linked to intensified competition from Polestar, Volkswagen, BMW, and Chinese automakers, plus no new mass-market models since early 2023.
- Controversies surrounding CEO Elon Musk have hurt brand reputation and customer loyalty in Europe.
- Analysts warn Tesla must innovate and refresh its lineup to counter these competitive pressures.
- The NHTSA has expanded its investigation into Tesla’s Model Y door handle failures following multiple consumer complaints of malfunctions linked to battery issues, trapping occupants inside vehicles.
- Initially launched in mid-September, the probe has intensified, with NHTSA requesting detailed information from Tesla and setting a December 10 response deadline.
- Despite safety scrutiny, Tesla maintains a $1.52 trillion market cap and reported $95.63 billion in trailing twelve-month revenue, 20.7% three-year revenue growth, 5.09% operating margin, and 5.31% net margin.
- Agtonomy closed an oversubscribed $18 million Series B financing led by DBL Partners with participation from Nuveen and existing investors Autotech, Allison Transmission, Rethink Food, and Black Forest Ventures.
- DBL Partners’ Jake Harris will join Agtonomy’s board, underscoring investor confidence in the company’s execution and growth potential.
- The new capital will advance Agtonomy’s physical AI platform, expand OEM equipment integrations, and scale commercial deployments across agriculture and adjacent off-road industries.
- This funding round highlights Agtonomy’s proven commercial traction in delivering automation solutions that reduce labor costs and improve safety and sustainability in field operations.
- VistaShares launched the Electrification Supercycle® ETF (NYSE: POW), providing Pure Exposure™ to power generation infrastructure essential for AI expansion.
- The actively managed fund uses a patent-pending Bill of Materials process to target companies modernizing the electrical grid—upgrading transmission lines, transformers, substations, storage and control systems.
- POW’s investment committee includes VistaShares CEO Adam Patti, co-founder Jon McNeill (former President of Tesla), and advisors from Groq and Base Power, bringing deep electrification and finance expertise.
- Robyn Denholm urges shareholders to approve CEO Elon Musk’s $1 trillion performance-based compensation plan, warning Tesla could lose significant value if Musk departs.
- The plan’s milestones include reaching a $7.5 trillion market cap, deploying 1 million robotaxis and delivering 1 million Optimus humanoids, with Musk required to stay at least 7.5 years to vest fully.
- Major proxy advisors ISS and Glass Lewis oppose the plan over dilution and governance concerns, while Egan-Jones and Jim Cramer back it for aligning pay with performance and securing Musk’s role in AI and robotics.
- The shareholder vote is set for November 6, 2025, closing the day before.
- Tesla reported strong revenue but lower profits, drawing robust retail investor interest.
- CEO Elon Musk threatened to quit if his proposed $1 trillion pay package is not approved.
- Tesla is accelerating expansion with the Optimus V3 demo in early 2026, Cybercab production, and robotaxi rollout in 8–10 U.S. metros by year-end without safety drivers.
- The company plans a $9 billion capex increase for AI and semiconductor production lines in 2025.
- Production capacity is currently under 3 million vehicles annually and operating at about 60% utilization; Tesla aims to ramp up to 3 million units to meet full self-driving–driven demand.
- Q3 2025 operating margin fell to 5.8%, down 5 points year-over-year, as operating expenses rose 50% due to AI chip development, legal costs, and other expenses.
- Capital spending is on pace for $9 billion in 2025, with a substantial increase planned in 2026 to support automotive growth and AI initiatives, including the Optimus robot program.
- Tesla plans to unveil Optimus Version 3 in early 2026 and begin Cybercab production in Q2 2026, contingent on achieving unsupervised full self-driving.
- Tesla set Q3 2025 records for deliveries, deployments, total revenues, energy gross profit/margins and free cash flow, with automotive revenues up 29% sequentially and automotive margins (ex-credits) rising to 15.4%; deliveries grew across all regions, with Greater China and APAC up 33% and 29% respectively.
- The energy storage segment delivered record deployments and profits but faced over $400 million in tariff impacts split evenly between automotive and energy storage, partially offset by ramp-up of Megafactory Shanghai supply.
- CEO Elon Musk highlighted Tesla’s leadership in real-world AI, noting full self-driving adoption at 12% of the fleet, robotaxi operations in Austin and the Bay Area, and upcoming Cybercab production in Q2 2026 optimized for autonomous ride-hailing.
- Tesla outlined its next-generation AI5 chip—designed to be 10–40× more powerful than AI4—with production by TSMC in Arizona and Samsung in Texas to ensure oversupply for vehicles, robots, and data centers.
- Q3 set records for deliveries, deployments, total revenues, energy gross profit, energy margins, and free cash flow; automotive revenues rose 29% sequentially with automotive margin ex-credits at 15.4%, and the segment faced over $400 million in tariff impacts split evenly between auto and energy.
- Robotaxi initiative on pace to remove safety drivers in parts of Austin by year-end and expand to 8–10 metro areas, with the fleet covering over 250,000 mi unsupervised in Austin and over 1 million mi in the Bay Area; total supervised FSD usage reached 6 billion mi.
- Energy segment demand remains strong into 2026, driven by hyperscaler and grid applications; Megapack will begin shipping from Houston next year and Tesla’s Buffalo solar panel production starts in Q1 2026.
- Tesla-designed AI5 chip targets approximately 40× the performance of AI4 with top performance-per-watt and performance-per-dollar, to be dual-sourced from Samsung in Texas and TSMC in Arizona.
- Optimus development continues with a planned unveiling of Optimus V3 in Q1 and a goal to launch a million-unit production line by the end of next year, using rolling hardware iterations for manufacturability improvements.