Model S/X

Model 3/Y

Vehicles Delivered

Revenue segments as reported by the company.

Auto

Energy

Service / Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

SG&A

Other OpEx

Restructuring and other

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Energy Storage MWh

Energy Storage Deployed

Supercharger Stations

Tesla

SolarCity is a subsidiary of Tesla, Inc. that specializes in solar energy services. SolarCity markets, manufactures, and installs residential and commercial solar panels in the US. It has also provided other energy services. In 2016, the company merged with Tesla, Inc. and now offers energy storage services through Tesla, including a turnkey residential battery backup service that incorporates Tesla's Powerwall. The company, in partnership with Panasonic, operates the Tesla Gigafactory 2 in Buffalo, New York, where it manufactures solar module components.

SolarCity

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Earnings data Q4 2025

Earnings data Q1 2026

Earnings data Q2 2026

Earnings data Q3 2026

Tesla reports robust Q3 performance amidst challenges and opportunities

Tesla's Q3 earnings call highlighted strong AI development and energy storage deployment, alongside challenges in Cybertruck production and credit market constraints. Opportunities in autonomous technology and cost reduction strategies were emphasized.

Tesla achieves record production and eyes global leadership in EVs

Tesla's Q4 2023 performance reflects record production, strong cash flow, and a focus on cost reduction and innovation.
The company faces challenges in maintaining cost reduction pace, fulfilling Cybertruck orders, and operational timelines.
Opportunities lie in expanding market share, AI advancements, collaborations, and sustaining growth momentum.
Elon Musk's optimism and Tesla's strategic focus position the company for potential future success and value growth.

Tesla achieves record energy profits and accelerates FSD advancements

Tesla's Q1 2024 earnings call highlighted record energy business profitability, FSD advancements, and cost-saving measures through head count reductions. The company faces challenges in managing operating expenses and achieving positive cash flow amidst increased investments. Tesla's focus on autonomy, AI, and scalability presents opportunities for growth and expansion into new markets.

Tesla reports record revenues in Q2 2024, advances in FSD

Tesla's Q2 2024 earnings call showcased strong financial performance and technological advancements.
The company faces challenges from competitors discounting EVs but sees opportunities in market expansion.
Emphasis on innovation, cost management, and diversification highlight Tesla's strategic focus.
Overall, Tesla's focus on growth, technology, and financial health positions it well for the future.

Tesla achieves record Q3 performance and outlines ambitious growth plans

Tesla's Q3 earnings call highlighted strong performance, technological advancements, and ambitious growth plans. The company is focused on innovation, cost efficiency, and expanding its product offerings while navigating regulatory and operational challenges. Tesla's strategic vision positions it for continued success and leadership in the electric vehicle market.

Tesla reports record deliveries and bets big on autonomy

Tesla's Q4 performance reflects strong delivery numbers and a strategic focus on autonomy and innovative products like humanoid robots.
While facing challenges in regulatory and technological aspects, Tesla's emphasis on safety and sustainability presents growth opportunities in the autonomous vehicle market.
The company's commitment to innovation, safety, and sustainable transport aligns with its vision of becoming a global leader in autonomous electric vehicles.

Tesla reports record profits in Q1 amidst tariff challenges

Elon Musk discussed government efficiency efforts, optimism about Tesla's future, and the impact of tariffs. Tesla's Q1 performance saw record gross profit in energy storage but faced challenges in auto margins and delivery availability.

Tesla excels in Q2 with robotaxi launch and Model Y success

Tesla's Q2 2025 earnings call highlighted strong performance in key areas such as robotaxi services, Model Y sales, and FSD adoption rates. Despite challenges from EV credit repeal and supply chain disruptions, the company remains focused on innovation and growth. Opportunities in technological advancements and expansion plans signal a positive outlook for Tesla.

Tesla reports robust Q3 earnings, focuses on AI and self-driving

Tesla's Q3 earnings call showcased strong performance, technological advancements, and strategic plans for AI and self-driving initiatives. While facing challenges in production and governance, the company remains well-positioned to capitalize on opportunities in the electric vehicle and energy sectors.

Tesla shifts focus to autonomy and robotics, eyes sustainable growth

Tesla's strategic shift towards autonomy and robotics, coupled with strong growth in Tesla Energy, reflects a forward-looking approach to innovation and sustainability. While facing challenges in transitioning from Model S and X production and navigating geopolitical risks, Tesla's focus on technology investments and diversification presents opportunities for market leadership and growth. With a clear emphasis on technological advancement and infrastructure plays, Tesla is positioning itself for long-term success in the evolving automotive and energy sectors. Elon Musk's vision for amazing abundance and universal high income drives Tesla's pursuit of cutting-edge technologies and strategic investments for future growth.

Tesla boosts tech investments and production, eyes significant revenue growth

Tesla's Q1 performance reflects a strategic emphasis on technology investments, production expansion, and service enhancements to drive future revenue growth. While facing challenges in execution and operational efficiency, the company's strengths in innovation, customer focus, and strategic planning position it well for future success. Amidst significant capital investments and expansion plans, Tesla has opportunities for diversification, collaborative partnerships, and market leadership in sustainable energy solutions.

Tesla reports record Q2 performance, invests in growth opportunities

Tesla's Q2 performance reflects strong demand and innovation in both automotive and energy sectors. While facing challenges in production scaling and margin decline, the company is strategically investing in growth opportunities. With a focus on technology and expansion, Tesla aims to maintain its position as a leader in the electric vehicle market.