TSLA Tesla (TSLA) Q3 FY26 earnings call
Tesla delivered a strong Q3 FY26, marked by record production rates and significant advancements in its autonomy and robotics roadmap. The company is experiencing robust demand across its vehicle and energy storage businesses, with FSD proving to be a key driver for vehicle sales and a growing revenue stream. While navigating increased operating expenses due to heavy R&D investments and external cost pressures, Tesla is strategically expanding manufacturing capacity and securing financing to support its ambitious growth plans in EV, energy, and humanoid robotics.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
TSLA operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | This call Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Energy storage deployed | 8.8 GWhIn Q1, we deployed 6 -- 8.8 gigawatt hour of energy storage, a 38% sequential decline.Source: earnings call transcript | 13.5 GWhIn Q2, we deployed 13.5 gigawatt hour of energy storage, a 53% sequential increase and the second largest quarter for energy business.Source: earnings call transcript | 13.7 GWhOn the energy business, we had our second best quarter of deployments of 13.7 gigawatt hour of energy storage.Source: earnings call transcript | +1.5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.