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
Pierre Ferragu
New Street Research
3 questions for TSLA
Dan Levy
Barclays PLC
2 questions for TSLA
Emmanuel Rosner
Wolfe Research
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.
- The USA battery energy storage system market was valued at $2 billion based on a five-year historical analysis and is projected to grow through 2029.
- Key players include Tesla, LG Chem, Fluence, Panasonic, and AES, reflecting a competitive landscape driven by innovation and sustainability.
- Growth is fueled by increasing renewable integration (solar and wind at ~20% of U.S. generation) and incentives such as a 30% Investment Tax Credit and ~$1.5 billion in DOE funding through 2025.
- Market challenges include high upfront installation costs and limited battery lifespans, impacting long-term adoption.
- Opportunities arise from EV market expansion as mobile storage and smart grid investments exceeding $120 billion, enhancing energy management.
- Tesla’s board has proposed a $1 trillion long-term incentive plan for CEO Elon Musk, contingent on market-capitalization milestones, adjusted EBITDA targets, real-world product deployment, and leadership continuity through 2035.
- The proposal has drawn criticism over the feasibility of milestones and potential equity dilution, though the board asserts safeguards will limit Musk’s voting power to preserve shareholder influence.
- Musk’s 2018 $56 billion compensation package is under legal challenge in Delaware courts, with allegations of self-dealing and inadequate disclosure leading a judge to void the deal.
- Tesla incurred a $670 million loss in UK electric-vehicle sales, partly attributed to Musk’s political involvement affecting brand perception.
- Tesla ramps up Shanghai Gigafactory production for Q4, which accounts for 40% of global sales, leveraging rising Chinese demand
- The new six-seater Model YL, launched in August with deliveries from early September, has significantly increased showroom traffic and domestic demand in China
- September deliveries of China-made vehicles rose 2.8%, contributing to a 25% sales increase from August and reversing a two-month decline
- Strong Chinese sales, easing U.S.-China trade tensions, and speculation around an October 7 event drove Tesla’s stock up 5% to $435.90, despite a Hold consensus with a 15% downside risk target
- Odys Aviation closed a $26 million Series A round led by Nova Threshold, with participation from Tuchen Ventures and insiders, to accelerate U.S. full-scale flight testing of its Laila VTOL aircraft and expand its team ahead of global launches in Q1 2026
- The funding follows key technical and certification milestones achieved in 2024–2025 and will support validation of full-scale flight performance and autonomy systems before commercial demonstrations in early 2026
- The company’s global Proof of Concept programs will link civil, commercial and defense applications, building on 14 DoD contracts valued at over $11 million awarded across three branches to date
- New capital will finance strategic hires across engineering, certification and operations, boosting Odys Aviation’s U.S. and international presence as it scales
- NHTSA has launched a preliminary investigation into 2.9 million Tesla vehicles equipped with the Full Self-Driving (FSD) system due to reports of traffic safety violations, such as running red lights and driving the wrong way.
- The probe stems from over 50 incident reports, including at least 14 crashes and 23 injuries, where FSD allegedly failed to obey traffic signals or made unsafe lane changes.
- NHTSA’s Office of Defects Investigation flagged 58 incidents of FSD-related traffic law breaches; potential outcomes include a recall if the system is deemed an unreasonable safety risk.
- This inquiry continues a prior investigation from October 2024—targeting 2.4 million Tesla FSD vehicles in low-visibility crashes—and coincides with recent Congressional scrutiny and FSD software updates.
- Tesla will unveil a more affordable Model Y on October 7, priced near $40,000, with production costs cut by 20% through material and feature reductions to offset the loss of the US federal EV tax credit.
- This variant replaces the cancelled $25,000 Model 2, signaling a shift toward cost-saving updates on existing models rather than new mass-market vehicles.
- Analysts warn of a sales decline without tax incentives, making the affordable Model Y critical for sustaining US growth and projected to reach 250,000 annual units by 2026.
- The launch, aligned with Elon Musk’s strategic pivot to autonomy and robotics, spurred a positive stock reaction even as cars remain Tesla’s core product.
- Pomerantz LLP filed a class action against Tesla, Inc. and certain officers in the U.S. District Court for the Western District of Texas (docket 25-cv-01213), representing investors who bought Tesla securities from April 19, 2023 to June 22, 2025.
- The complaint alleges Tesla overstated the effectiveness of its autonomous driving technology, creating a significant risk of dangerous operation and heightened regulatory scrutiny, and thus inflated its business and financial prospects.
- On June 22, 2025, Tesla launched its Robotaxi service, deploying around ten autonomous vehicles with safety monitors in a geofenced area of Austin, Texas.
- Elon Musk’s liquidity is tied to Tesla stock; he sold $23 billion in shares from April to December 2022 to fund Twitter, contributing to a >50% drop in Tesla’s share price.
- A Starlink spinoff could give Musk another public company to unlock wealth and relieve pressure on Tesla, with Starlink valued at $180 billion+.
- SpaceX is preparing for a Starlink IPO as soon as late 2024 by transferring the satellite unit’s assets to a wholly owned subsidiary.
- Starlink’s growth challenges the $2.18 trillion telecom industry by delivering fast, unlimited internet globally, serving cruise ships, planes, conflict zones, and over 2.6 million households.
- Tesla produced 447,450 vehicles and delivered 497,099 vehicles in Q3 2025, marking a record for deliveries.
- Energy storage deployments reached a record 12.5 GWh during the quarter.
- Tesla will release its Q3 2025 financial results on October 22, 2025, and host a live Q&A webcast at 4:30 p.m. Central Time.
- Tesla produced 447,450 vehicles in Q3 2025
- Tesla delivered 497,099 vehicles in Q3 2025, a record for deliveries
- Tesla deployed 12.5 GWh of energy storage products in Q3 2025, a record for deployments
- Tesla will release its Q3 2025 financial results after market close on October 22, 2025, with a live webcast at 4:30 p.m. Central Time