A number of competitors have passed Tesla in a number of its big ambitions. The question is what does success look like for Tesla's semi, and can it catch back up?
Tesla's Full Self-Driving (Supervised) subscriptions climbed 51% year over year in Q1. Services and other revenue rose sharply, too -- far outpacing Tesla's total revenue growth.
Tesla hopes to unveil the latest version of its Optimus robot around late summer of this year. Elon Musk said he wants to push the date closer to the start of production because of competitors.
Elon Musk has delayed the Tesla Roadster release once again. Musk teased a potential unveiling of the Roadster in "a month or so.
Hybrid vehicle sales are expected to reach around 10% of total car sales in India in the financial year ending March 2027, while EVs will only reach 5%. Tesla has sold fewer than 400 cars, and BYD fewer than 7,000, since 2025.
Tesla CEO Elon Musk kicked off the company's first-quarter earnings call with a monetary heads-up — or depending on the mindset of the investor, a warning. Tesla's capital expenditures will skyrocket to $25 billion in 2026, far outpacing its previous annual spend as it races to stay ahead of the competition and transitions to an AI and robotics company, according to its first-quarter earnings report.
Tesla Inc. (NASDAQ:TSLA) is sharply ramping up capital expenditures in 2026 as the company deepens its push into AI, autonomous vehicles and robotics.
Tesla is in the middle of one of the most expensive bets in its history as Musk pivoted to building artificial-intelligence-powered self-driving cabs and humanoid robots.
While the top- and bottom-line numbers for Tesla (TSLA) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Tesla, Inc. delivered a solid Q1, with both revenue and EPS beating expectations and notable gross margin improvement, driven by services and FSD growth. TSLA's optionality narrative strengthened, with concrete progress in FSD subscriptions, robotaxi pilot production, and Optimus manufacturing capacity under development. Despite operational advances, TSLA's valuation remains extremely stretched, with forward P/E near 200x and high EBITDA multiples even under optimistic scenarios.
Elon Musk said Wednesday that millions of Tesla owners will need hardware upgrades to run a future version of its Full Self-Driving software that doesn't require human supervision — after he and Tesla spent years promising that wouldn't be the case.
Tesla's Chief Executive Officer Elon Musk said on Wednesday the company plans to use Intel's advanced 14A manufacturing process for making chips at its Terafab project.