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On January 28 on Tesla Q4 2025 earnings call, CEO Elon Musk commented that the slow-selling Cybertruck, which is built at Gigafactory Texas, could become an autonomous delivery vehicle.
A shareholder on the call asked if the angular Cybertruck could be redesigned into a conventionally-styled pickup, while remaining o
Tesla operating income down 11% in Q4, down 38% for all of 2025
On January 28, Tesla reported Q4 and full-year 2025 financial results, with vehicle sales tumbling from the previous year as the company turns its sights to energy, autonomy and AI.
For Q4, total revenue fell 3% YOY to USD 24.9 billion, total automotive
On January 28, Tesla CEO Elon Musk said on the earnings call that company is discontinuing the Model S sedan and Model X SUV next quarter.
Tesla plans to convert the space at its Fremont, California plant, where the Model S and Model X are built, to produce Optimus humanoid robots instead.
Musk said it was a "sad"
On January 22, Tesla made changes to its on-line configurator to indicate that purchase of the USD 8,000 FSD option would expire on February 14, leaving only subscriptions for access to the feature at USD 99 per month.
While noted on the Tesla website that currently enabled features require active driver supervision
On January 27, Tesla has entered into an agreement with Pilot Travel Centers LLC, the largest operator of travel centers in the U.S., to install Semi Chargers for heavy-duty EV truck charging. The Tesla charging stations will be built at select Pilot locations along I-5 and I-10 interstate freeways, and several major
On January 20, J.D. Power released its 2026 U.S. ALG Residual Value Awards, with Toyota (Mass Market) and Tesla (Premium) showcasing the strongest results. The estimated worth of a vehicle at the end of its lease term, known as a residual value, is a key indicator of long-term resale value and affordability. Toyota r
Tesla is planning for a new 304 stall Supercharger station in California that will be an expansion of an existing facility, and the company is planning to add larger ones for the Class 8 Semi.
The Firebaugh, California Supercharger station currently has 72 Superchargers, but Tesla filed for an expansion that will add
On January 22, Tesla CEO Elon Musk said that the company has started Robotaxi rides in Austin without safety monitors in the car. In his post, Musk shared a video of someone riding in a Robotaxi without the usual safety monitor in the front passenger seat.
“Just started Tesla Robotaxi drives in Austin with no s
A new report from Germany confirms that Tesla has been quietly, but significantly, downsizing the workforce at Gigafactory Berlin, despite the plant manager repeatedly denying any staff reductions were taking place.
According to internal documents from the election committee of the Tesla works council, the number of
On January 20, Tesla CEO Elon Musk said in a posting on X that the early production rate of the company's Cybercab robotaxi and its humanoid robot Optimus will be "agonizingly slow" before accelerating over time.
Responding to a post on X about Cybercab production beginning in less than 100 days, Musk said the pace o
Samsung Electronics is planning to begin trial operations of extreme ultraviolet (EUV) lithography equipment at its chip fab in Taylor, Texas in March, according to industry reports. These efforts are reportedly intended to support the full production of Tesla’s AI5 chips starting in the latter half of 2026.
The Tayl
Tesla appears poised to be an early beneficiary of Canada’s decision to reopen imports of Chinese-made EVs, following the removal of a 100% tariff that halted shipments in 2024. Under the new Canada–China trade agreement, Canada will allow up to 49,000 vehicles per year to be imported from China at a 6.1% tariff, wit
On January 14, Tesla released a new video giving a closer look at its massive lithium refinery in Robstown, Texas, near Corpus Christi, which can supply lithium for over 500,000 EVs per year. Tesla broke ground on the refinery in 2023 with the goal of deploying a new, more efficient refining process.
In the video, Ja
On January 19, Syrah Resources Limited provided an update regarding its offtake agreement with Tesla, Inc. for the supply of natural graphite active anode material (“AAM”) from Syrah’s 11.25ktpa AAM facility in Vidalia, Louisiana. Syrah had received a notice from Tesla alleging that it had defaulted on an obligation
According to industry sources on January 13, Samsung Electronics' System LSI division has completed development and is currently testing a 5G modem for Tesla vehicles. Supply will begin in the first half of 2026. The initial batch will be used in robotaxis operating in Texas, and expanded to general vehicles later.
T
On January 15, the U.S. National Highway Traffic Safety Administration (NHTSA) granted Tesla a five-week extension to respond to an investigation into whether its vehicles violated traffic laws while its Full Self-Driving system was engaged.
On December 3, 2025, the NHTSA opened yet another investigation into Tesla a
On January 12 and 13, multiple sources reported that Tesla's 2026 Model Y is now available on the company's website and comes with a new option, a seven-seat version via a third row. The extra seating costs USD 2,500 and is only available in the Premium All-Wheel-Drive Long Range model.
Looking at Tesla’s online conf
On January 2, Tesla announced that for Q4 2025, it produced 434,358 vehicles (down 5.5% from Q4 2024), delivered 418,227 vehicles (down 15.6%) and deployed 14.2 GWh of energy storage products globally, a record for deployments. Sales were affected by loss of U.S. EV tax credits after September 30 and various issues t
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