Tesla (TSLA) Earnings Call Transcripts
发布时间:2026-09-10 | 浏览:1
Fiscal Year 2026
Earnings Call: Q2 2026 Jul 22, 2026 Record Q2 deliveries and strong FSD demand drove growth, while energy deployments surged but margins declined due to warranty and pricing pressures. CapEx more than doubled, with major investments in Robotaxi, Optimus, and AI infrastructure, and supply chain and regulatory risks remain key challenges. Play audio Read full transcript → Slides Quarterly report
Record Q2 deliveries and strong FSD demand drove growth, while energy deployments surged but margins declined due to warranty and pricing pressures. CapEx more than doubled, with major investments in Robotaxi, Optimus, and AI infrastructure, and supply chain and regulatory risks remain key challenges.
Quarterly report
Earnings Call: Q1 2026 Apr 22, 2026 Q1 2026 saw strong global demand, record order backlog, and improved auto margins, but energy storage deployments declined sequentially. Over $25B in CapEx is planned for 2026, with negative free cash flow expected as major investments ramp up. Play audio Read full transcript → Slides Quarterly report
Q1 2026 saw strong global demand, record order backlog, and improved auto margins, but energy storage deployments declined sequentially. Over $25B in CapEx is planned for 2026, with negative free cash flow expected as major investments ramp up.
Quarterly report
Fiscal Year 2025
Earnings Call: Q4 2025 Jan 28, 2026 Q4 2025 saw improved automotive margins, record energy revenue, and a strategic pivot toward autonomy, robotics, and AI. Major CapEx is planned for 2026, with Model S/X production ending and new investments in chip and robot manufacturing to address supply and geopolitical risks. Play audio Read full transcript → Annual report Slides
Q4 2025 saw improved automotive margins, record energy revenue, and a strategic pivot toward autonomy, robotics, and AI. Major CapEx is planned for 2026, with Model S/X production ending and new investments in chip and robot manufacturing to address supply and geopolitical risks.
AGM 2025 Nov 6, 2025 The meeting highlighted record Model Y sales, rapid energy business growth, and ambitious plans for Optimus robots, Cybercab, and battery expansion. Shareholders approved key board proposals, including the CEO performance award, while governance and supply chain challenges were discussed. Regulatory and insurance hurdles remain focal points. Play audio Read full transcript →
The meeting highlighted record Model Y sales, rapid energy business growth, and ambitious plans for Optimus robots, Cybercab, and battery expansion. Shareholders approved key board proposals, including the CEO performance award, while governance and supply chain challenges were discussed. Regulatory and insurance hurdles remain focal points.
Earnings Call: Q3 2025 Oct 22, 2025 Record Q3 results driven by strong global deliveries, energy storage, and AI initiatives. Margins and free cash flow improved, with significant progress in FSD, Robotaxi, and Optimus. Expansion plans target 3 million annualized vehicle capacity and continued AI-driven growth. Play audio Read full transcript → Quarterly report Slides
Record Q3 results driven by strong global deliveries, energy storage, and AI initiatives. Margins and free cash flow improved, with significant progress in FSD, Robotaxi, and Optimus. Expansion plans target 3 million annualized vehicle capacity and continued AI-driven growth.
Quarterly report
Earnings Call: Q2 2025 Jul 23, 2025 Q2 saw a successful Robotaxi launch, strong Model Y sales, and 19% sequential automotive revenue growth despite $300M in new tariffs. FSD adoption rose 25%, and energy margins hit records, but near-term challenges loom from expiring U.S. EV credits and tariffs. Play audio Read full transcript → Quarterly report Slides
Q2 saw a successful Robotaxi launch, strong Model Y sales, and 19% sequential automotive revenue growth despite $300M in new tariffs. FSD adoption rose 25%, and energy margins hit records, but near-term challenges loom from expiring U.S. EV credits and tariffs.
Quarterly report
Earnings Call: Q1 2025 Apr 22, 2025 Q1 2025 featured a global Model Y factory update, record energy storage profits, and sequential margin declines due to lower deliveries and Bitcoin losses. Despite tariff and brand challenges, affordable models and Robotaxi launches remain on track, with optimism for long-term growth. Play audio Read full transcript → Quarterly report Slides
Q1 2025 featured a global Model Y factory update, record energy storage profits, and sequential margin declines due to lower deliveries and Bitcoin losses. Despite tariff and brand challenges, affordable models and Robotaxi launches remain on track, with optimism for long-term growth.
Quarterly report
Tesla All-Hands Mar 21, 2025 Production surpassed 7 million vehicles, with a target of 10 million next year and global expansion. AI, robotics, and battery innovations are central to future growth, with Optimus robot production scaling rapidly. The vision is sustainable abundance for all, powered by advanced technology. Play audio Read full transcript →
Production surpassed 7 million vehicles, with a target of 10 million next year and global expansion. AI, robotics, and battery innovations are central to future growth, with Optimus robot production scaling rapidly. The vision is sustainable abundance for all, powered by advanced technology.
Fiscal Year 2024
Earnings Call: Q4 2024 Jan 29, 2025 Record Q4 deliveries and energy storage deployments were achieved, with Model Y as the top-selling vehicle globally. Major investments in AI, autonomy, and robotics set the stage for 2025, which is expected to be pivotal with the launch of unsupervised FSD and new product ramps. Play audio Read full transcript → Annual report Slides
Record Q4 deliveries and energy storage deployments were achieved, with Model Y as the top-selling vehicle globally. Major investments in AI, autonomy, and robotics set the stage for 2025, which is expected to be pivotal with the launch of unsupervised FSD and new product ramps.
Earnings Call: Q3 2024 Oct 23, 2024 Record Q3 deliveries and profitability were achieved amid industry headwinds, with strong growth in energy storage and FSD revenues. Vehicle sales are projected to grow 20%-30% in 2025, and new affordable models and ride-hailing services are on track for rollout next year. Play audio Read full transcript → Quarterly report Slides
Record Q3 deliveries and profitability were achieved amid industry headwinds, with strong growth in energy storage and FSD revenues. Vehicle sales are projected to grow 20%-30% in 2025, and new affordable models and ride-hailing services are on track for rollout next year.
Quarterly report
We, Robot 2024 Oct 11, 2024 Fully autonomous vehicles, including the new Cybercab, are set for rollout in 2025–2026, with costs projected well below current transport options. The Optimus humanoid robot is advancing toward mass-market adoption, promising a future of affordable automation and urban transformation. Play audio Read full transcript →
Fully autonomous vehicles, including the new Cybercab, are set for rollout in 2025–2026, with costs projected well below current transport options. The Optimus humanoid robot is advancing toward mass-market adoption, promising a future of affordable automation and urban transformation.
Earnings Call: Q2 2024 Jul 23, 2024 Record quarterly revenues and energy profits were achieved, with strong growth in energy storage and sequential automotive delivery gains. FSD and Optimus development advanced, while cost controls and a robust cash position support ongoing AI and product investments. Play audio Read full transcript → Quarterly report Slides
Record quarterly revenues and energy profits were achieved, with strong growth in energy storage and sequential automotive delivery gains. FSD and Optimus development advanced, while cost controls and a robust cash position support ongoing AI and product investments.
Quarterly report
ASM 2024 Jun 13, 2024 The meeting covered strong product milestones, record energy deployments, and major sustainability achievements. Shareholders approved all company proposals and passed two key governance reforms. Strategic focus remains on autonomy, AI, and global expansion. Play audio Read full transcript →
The meeting covered strong product milestones, record energy deployments, and major sustainability achievements. Shareholders approved all company proposals and passed two key governance reforms. Strategic focus remains on autonomy, AI, and global expansion.
Earnings Call: Q1 2024 Apr 23, 2024 Play audio Read full transcript → Quarterly report Slides
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Fiscal Year 2023
Earnings Call: Q4 2023 Jan 24, 2024 Play audio Read full transcript → Annual report Slides
Cybertruck Launch Nov 30, 2023 Play audio Read full transcript →
Earnings Call: Q3 2023 Oct 18, 2023 Play audio Read full transcript → Quarterly report Slides
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Earnings Call: Q2 2023 Jul 19, 2023 Play audio Read full transcript → Quarterly report Slides
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ASM 2023 May 16, 2023 Play audio Read full transcript →
Earnings Call: Q1 2023 Apr 19, 2023 Play audio Read full transcript → Quarterly report Slides
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Investor Day 2023 Mar 1, 2023 Play audio Read full transcript → Slides
Status Update Jan 24, 2023 Play audio Read full transcript → Press release
Fiscal Year 2022
Earnings Call: Q4 2022 Jan 25, 2023 Play audio Read full transcript → Annual report Slides
Product Launch Dec 2, 2022 Play audio Read full transcript → Slides
Earnings Call: Q3 2022 Oct 19, 2022 Play audio Read full transcript → Quarterly report Slides
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AI Day 2022 Oct 1, 2022 Play audio Read full transcript →
AGM 2022 Aug 4, 2022 Play audio Read full transcript →
Earnings Call: Q2 2022 Jul 20, 2022 Play audio Read full transcript → Quarterly report Slides
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Earnings Call: Q1 2022 Apr 20, 2022 Play audio Read full transcript → Quarterly report Slides
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Fiscal Year 2021
Earnings Call: Q4 2021 Jan 26, 2022 Play audio Read full transcript → Annual report Slides
Earnings Call: Q3 2021 Oct 20, 2021 Play audio Read full transcript → Quarterly report Slides
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AGM 2021 Oct 7, 2021 Play audio Read full transcript →
Earnings Call: Q2 2021 Jul 26, 2021 Play audio Read full transcript → Quarterly report Slides
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Status Update Jun 11, 2021 Play audio Read full transcript →
Earnings Call: Q1 2021 Apr 26, 2021 Play audio Read full transcript → Quarterly report Slides
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Fiscal Year 2020
Earnings Call: Q4 2020 Jan 27, 2021 Play audio Read full transcript → Annual report Slides
Earnings Call: Q3 2020 Oct 21, 2020 Play audio Read full transcript → Quarterly report Slides
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Battery Day & ASM 2020 Sep 22, 2020 Play audio Read full transcript → Slides
Earnings Call: Q2 2020 Jul 22, 2020 Play audio Read full transcript → Quarterly report Slides
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Earnings Call: Q1 2020 Apr 29, 2020 Play audio Read full transcript → Quarterly report Slides
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Fiscal Year 2019
Earnings Call: Q4 2019 Jan 29, 2020 Play audio Read full transcript → Annual report Slides
Product Launch Oct 25, 2019 Play audio Read full transcript →
Earnings Call: Q3 2019 Oct 23, 2019 Play audio Read full transcript → Quarterly report Slides
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Earnings Call: Q2 2019 Jul 24, 2019 Play audio Read full transcript → Quarterly report Earnings release
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AGM 2019 Jun 11, 2019 Play audio Read full transcript →
Earnings Call: Q1 2019 Apr 24, 2019 Play audio Read full transcript → Quarterly report Earnings release
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Autonomy Investor Day 2019 Apr 22, 2019 Play audio Read full transcript →
Fiscal Year 2018
Earnings Call: Q4 2018 Jan 30, 2019 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2018 Oct 24, 2018 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2018 Aug 1, 2018 Play audio Read full transcript → Quarterly report Earnings release
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AGM 2018 Jun 5, 2018 Play audio Read full transcript →
Earnings Call: Q1 2018 May 2, 2018 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2017
Earnings Call: Q4 2017 Feb 7, 2018 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2017 Nov 1, 2017 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2017 Aug 2, 2017 Play audio Read full transcript → Quarterly report Earnings release
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AGM 2017 Jun 6, 2017 Play audio Read full transcript →
Earnings Call: Q1 2017 May 3, 2017 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2016
Earnings Call: Q4 2016 Feb 22, 2017 Play audio Read full transcript → Annual report Earnings release
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Special Stockholder Meeting Nov 17, 2016 Play audio Read full transcript →
Status Update Nov 1, 2016 Play audio Read full transcript →
Earnings Call: Q3 2016 Oct 26, 2016 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2016 Aug 3, 2016 Play audio Read full transcript → Quarterly report Earnings release
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M&A Announcement Aug 1, 2016 Play audio Read full transcript → Press release Slides
M&A Announcement Jun 22, 2016 Play audio Read full transcript →
AGM 2016 May 31, 2016 Play audio Read full transcript →
Earnings Call: Q1 2016 May 4, 2016 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2015
Earnings Call: Q4 2015 Feb 10, 2016 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2015 Nov 3, 2015 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2015 Aug 5, 2015 Play audio Read full transcript → Quarterly report Earnings release
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AGM 2015 Jun 9, 2015 Play audio Read full transcript →
Earnings Call: Q1 2015 May 6, 2015 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2014
Earnings Call: Q4 2014 Feb 11, 2015 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2014 Nov 5, 2014 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2014 Jul 31, 2014 Play audio Read full transcript → Quarterly report Earnings release
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AGM 2014 Jun 3, 2014 Play audio Read full transcript →
Earnings Call: Q1 2014 May 7, 2014 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2013
Earnings Call: Q4 2013 Feb 19, 2014 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2013 Nov 5, 2013 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2013 Aug 7, 2013 Play audio Read full transcript → Quarterly report Earnings release
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AGM 2013 Jun 4, 2013 Play audio Read full transcript →
Service Launch May 30, 2013 Play audio Read full transcript → Press release
Earnings Call: Q1 2013 May 8, 2013 Play audio Read full transcript → Quarterly report Earnings release
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Status Update Apr 26, 2013 Play audio Read full transcript →
Investor Update Apr 2, 2013 Play audio Read full transcript →
Fiscal Year 2012
Earnings Call: Q4 2012 Feb 20, 2013 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2012 Nov 5, 2012 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2012 Jul 25, 2012 Play audio Read full transcript → Quarterly report Earnings release
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AGM 2012 Jun 6, 2012 Play audio Read full transcript →
Earnings Call: Q1 2012 May 9, 2012 Play audio Read full transcript → Quarterly report Earnings release
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Status Update Jan 17, 2012 Play audio Read full transcript →
Fiscal Year 2011
Earnings Call: Q4 2011 Feb 15, 2012 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2011 Nov 2, 2011 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q2 2011 Aug 3, 2011 Play audio Read full transcript → Quarterly report Earnings release
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Earnings Call: Q1 2011 May 4, 2011 Play audio Read full transcript → Quarterly report Earnings release
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Fiscal Year 2010
Earnings Call: Q4 2010 Feb 15, 2011 Play audio Read full transcript → Annual report Earnings release
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Earnings Call: Q3 2010 Nov 9, 2010 Play audio Read full transcript → Quarterly report Earnings release
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