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Tesla (TSLA) investor relations material
Tesla Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary28 Jan, 2026
Executive summary
Announced a strategic shift toward autonomy, robotics, and AI, with a mission update focused on creating a future of abundance and universal high income driven by technology.
Major investments planned in vehicle autonomy, Optimus robots, battery supply chain, AI chips, and solar cell manufacturing, with six new production lines ramping up in 2026.
Production of Model S and X to end next quarter, with factory space repurposed for Optimus robot manufacturing targeting 1 million units annually.
Record energy storage deployments and strong global demand, especially in APAC and EMEA, with a robust backlog entering 2026.
Vertical integration and system-level innovation enabled cost optimization, rapid technology iteration, and economies of scale.
Financial highlights
Automotive margins (excluding credits) improved sequentially from 15.4% to 17.9%, despite a 16% drop in deliveries.
FY2025 GAAP operating income was $4.4B, with $1.4B in Q4; GAAP net income was $3.8B for the year and $0.8B in Q4.
Energy revenue reached $12.8B, up 26.6% year-over-year, with record gross profit and high deployments of Megapack and Powerwall.
Free cash flow was $6.2B in FY2025 and $1.4B in Q4; cash and investments increased by $7.5B to $44.1B.
Total annual revenue declined 3% year-over-year to $94.8B, with automotive revenue down 10% and energy generation and storage revenue up 27%.
Outlook and guidance
2026 will be a major investment year, with CapEx expected to exceed $20B, funding six new factories, AI compute infrastructure, and expansion of Robotaxi and Optimus fleets.
Transitioning FSD to a subscription-only model, which will impact short-term automotive margins.
Hardware profits are expected to be increasingly complemented by AI, software, and fleet-based services.
Volume production of Cybercab, Tesla Semi, and Megapack 3 is scheduled for 2026, with Optimus robot production lines being installed.
Anticipates margin compression in energy due to low-cost competition, policy uncertainty, and tariffs.
What is the expected profit mix shift to AI/software?
Prioritize 2026 new product production ramps
What is the Robotaxi/FSD monetization strategy?
Funding strategy for long-term infrastructure CapEx?
Impact of S/X space conversion to Optimus?
Tesla's chip supply strategy beyond 3 years?
Partial view of Summaries dataset, powered by Quartr API
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Next Tesla earnings date
Q1 202621 Apr, 2026
Tesla
Next Tesla earnings date
Q1 202621 Apr, 2026
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Frequently asked questions
The innovative electric vehicle manufacturer
Tesla is a leading electric vehicle manufacturer with a mission to accelerate the advent of sustainable transports. Their first electric vehicle model was the Tesla Roadster, which was revolutionary in terms of the unmatched driving range. Today, Tesla produces five models: Model S, Model X, Model 3, Model Y, and the Cybertruck. Tesla has many initiatives beside the cars such as full self-driving software and production of batteries.
The nerdy eccentric founder
Contrary to popular belief, Tesla was not initially started by Elon Musk but by Martin Eberhard and Marc Tarpenning in 2003. Instead, Elon Musk was one of the early investors and participated in the Series A funding round. He thereby became the largest owner and the Chairman of the board until he eventually stepped in as the CEO in 2008. Elon Musk had previously founded x.com, which later merged with Confinity to become what today is known as PayPal. The capital that Musk received when eBay acquired PayPal in 2002 was used to fund Tesla together with his other ventures at the time, SpaceX and SolarCity.
Elon Musk is one of the wealthiest persons in the world given the extraordinary rise of Tesla’s market capitalization during the last decade. As of 2023, Tesla is one of the most valuable companies in the world together with other prominent businesses such as Amazon, Meta, Berkshire Hathaway, and NVIDIA to name a few.
Exploring new frontiers
Besides being a global leader for electrical vehicles, Tesla is also a pioneer when it comes to full self-driving software and several other areas such as development of AI-based robots and space exploration. The use case for the Tesla bot, according to Musk, could be to pick up groceries and help out with other day-to-day repetitive tasks. As for the space exploration initiatives; Tesla attached the Tesla Roadster as payload on the Falcon Heavy test flight in 2018 that was sent out into space, which in hindsight can be viewed as a brilliant branding and marketing campaign.
The Supercharger network
Since Tesla was one of the first companies to mass-produce electric vehicles, there initially was not any charging infrastructure in place. Tesla therefore had to build it on their own which resulted in the Supercharger network. At first, it was free and unlimited for all Tesla owners, but now it is only discontinued. In 2021, Tesla announced that they were looking at possibilities for all electric vehicle owners to use their charging infrastructure, which previously was exclusive to Tesla owners only. As of March 2022, the Supercharger network consisted of more than 30,000 Supercharges at more than 2,500+ locations globally.
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