WATCH OUT FOR TESLA $TSLA EARNINGS INCOMING Elon Musk and Tesla will be reporting Q3 earnings tomorrow after the close Here is a thread 🧵 to help you get ready ⬇️
Here are the times to watch out for Tesla's $TSLA earnings tomorrow - Expect the numbers to be released around 4:07PM ET - Expect the earnings call to take place at 5:30M ET
Here is what Wall ST is expecting for Tesla's $TSLA headline numbers EPS to come in at $0.50 Revenue to come in at $26.53B
Here's how Tesla’s $TSLA Q3 Revenue and Net Income have changed every year since going public Revenue: 2009: $45.5M 2010: $31.2M 2011: $57.7M 2012: $50.1M 2013: $431.4M 2014: $851.8M 2015: $936.8M 2016: $2.3B 2017: $3B 2018: $6.8B 2019: $6.3B 2020: $8.8B 2021: $13.8B 2022: $21.5B 2023: $23.4B 2024: $25.2B 2025: Find out tomorrow Net Income: 2009: -$4.6M 2010: -$34.9M 2011: -$65.1M 2012: -$110.8M 2013: -$38.5M 2014: -$74.7M 2015: -229.9M 2016: $21.9M 2017: -$619.4M 2018: $311M 2019: $143M 2020: $300M 2021: $1.62B 2022: $3.29B 2023: $1.9B 2024: $2.2B 2025: Find out tomorrow
Tesla will answer 5-6 questions from Say(.)com These are questions submitted by verified shareholders and ranked based on how many people upvote the question, you get 1 vote per share held Here are some of the questions we know will be asked: - "What are the latest Robotaxi metrics (fleet size, cumulative miles, rides completed, intervention rates), and when will safety drivers be removed? What are the obstacles still preventing unsupervised FSD from being deployed to customer vehicles?" - Jimmy S - "What is demand / backlog for Megapack, Powerwall, Solar, or energy storage systems? With the current AI boom, is Tesla planning to supply power to other hyperscalers?" - Jimmy S - "What are the plans for new car models? Will Tesla build compact car models leveraging the unboxed Cybercab platform? Will Tesla build a traditional SUV and pickup truck in the Cybertruck platform?" - James F - "What are the present challenges in bringing Optimus to market considering app control software, engineering hardware, training general mobility models, training task specific models, training voice models, implementing manufacturing, and establishing supply chains?" - James F - "Can you share the progress of Robotaxi expansion? What cities will be expected to have a Tesla Robotaxi fleet deployed by the end of this year?" - Samir K - "What is the possibility of an extended wheelbase, 3-row SUV version of the Cybertruck to compete with the likes of the Expedition or Escalade?" - Zachary R
Tesla reports its quarterly delivery numbers before it reports earnings so we already know how many EVs Tesla delivered in Q3 "Tesla delivered 497,099 EVs in Q3 beating expectations of 440K EVs"
Evan
EvanOct 2, 2025
JUST IN: TESLA $TSLA DELIVERIES BEAT EXPECTATIONS Tesla delivered 497,099 EVs in Q3 beating expectations of 440K EVs Tesla deployed 12.5 GWh of energy storage products in Q3
Here is the history of Tesla's $TSLA Q3 deliveries for anyone who cares Q3 2011: 0 Q3 2012: 250 Q3 2013: 5,500 Q3 2014: 7,800 Q3 2015: 11,600 Q3 2016: 24,500 Q3 2017: 26,200 Q3 2018: 83,500 Q3 2019: 97,000 Q3 2020: 139,300 Q3 2021: 241,300 Q3 2022: 343,800 Q3 2023: 435,000 Q3 2024: 462,890 Q3 2025: 497,099
Here's a little bit of what to expect for the largest earnings tomorrow
The call should be starting right now
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