Tesla estimates its Q1 deliveries at 365,645 units, down 12.6% from Q4 2025 On March 26, Tesla published its latest company-compiled delivery consensus of sell-side analysts as a preview to its actual Q1 2026 results. Tesla had done the same ahead of releasing actual Q4 2025 figures as a way of tempering analysts’ expectations before making its quarterly report public. The figures show Tesla Q1 2026 deliveries coming in at 365,645 units, down 1...

News  Updated at: 2026/03/28

GlobalData blog: How is Tesla’s pivot to robotics and AI likely to affect it going forward? Tesla has announced plans to wind down production of its Model S and Model X flagship models, with no successor programs confirmed, while retooling sections of its Fremont factory to support early production of its Optimus Gen 3 humanoid robot later this year.  The move marks the clearest signal yet that Tesla intends to diversify beyond its core vehicl...

News  Updated at: 2026/03/23

U.S. NHTSA widens Tesla FSD probe to 3.2 million vehicles On March 18, the National Highway Traffic Safety Administration (NHTSA) announced that it was widening an earlier probe to the examine the Full Self-Driving (FSD) feature in 3,203,754 vehicles in the U.S.  Affected models include 2016-2026 Models S and X, 2017-2026 Model 3, 2020-2026 Model Y, and 2023-2026 Cybertruck. The probe is moving from a preliminary evaluation launched in October 2...

News  Updated at: 2026/03/21

JPJ reveals Malaysia’s top EV registrations in February 2026, rankings by brand and model Reported on March 10, 2026, Malaysian Road Transport Department (JPJ) data showed Proton maintaining its lead in the country’s EV market (by brand) in February 2026 with 1,802 registrations, ahead of BYD (469), iCaur (294), MG (206), and Zeekr (191).  The rest of the top 10 included Tesla (144), Leapmotor (90), XPeng (75), TQ Wuling (66), and Volvo (46)...

News  Updated at: 2026/03/13

Tesla to launch level 2 FSD in Japan by late 2026 On March 5, Tesla unveiled a level 2 self-driving car for driving on public roads in Japan. Test runs have been underway in the country since August 2025, initially with the Model 3 and using company employees, but the company has now also begun testing the Model Y SUV. Riichi Hashimoto, president of Tesla Japan said the company is doing everything it can to implement the company’s FSD system b...

News  Updated at: 2026/03/07

creased 17.2% to 4,522 units (5.0% share). Among Japanese carmakers, Toyota increased 8.4% to 3,216 units (3.6% share), while sales of BYD soared 83.0% to 2,154 units (2.4% share). The best-selling cars in February were Ford Puma (3,220 units), Kia Sportage (2,205 units), MINI Cooper (1,828 units), Tesla Model 3 (1,584 units), and Jaecoo 7 (1,446 units). Compared to last February, gasoline-engine car sales increased 5.2% to 41,935 units (46.5% sh...

News  Updated at: 2026/03/06

JPJ reveals Malaysia’s top EV registrations in January 2026, rankings by brand and model Reported on February 11, 2026, Malaysian Road Transport Department (JPJ) data showed Proton leading the country’s EV market (by brand) in January 2026 with 3,276 registrations, far ahead of BYD (913), Zeekr (489), and iCaur (451). The rest of the top 10 included Tesla (176), Leapmotor (171), MG (169), XPeng (97), Mercedes-Benz (83), and Denza (55), while...

News  Updated at: 2026/02/17

Tesla teams up with Tencent to enhance cockpit experience, launching WeChat Link and Destination Service Tencent announced that it is collaborating with Tesla to upgrade the in-car experience by launching two major features: "WeChat Link" and "Destination Service". Leveraging Tencent’s ecosystem and technical expertise, the two companies are jointly creating a seamless, smart, and convenient cockpit experience.The new features will be delivered...

News  Updated at: 2026/02/13

anical latch that is intuitive to use. It also calls for a means for first responders to be able to access vehicles that have lost battery power. The U.S. National Highway Traffic Safety Administration (NHTSA) opened an investigation in September 2025 into whether the doors are defective in certain Tesla Model Y SUVs, and in December opened a probe into emergency releases in Tesla Model 3 vehicles. (Detroit News article on February 11, 2026)...

News  Updated at: 2026/02/13

Tesla enters Moroccan market, its first country in Africa On February 6, Tesla started its commercial activities in Morocco, with the opening of its first public retail location. The Model 3 and Model Y are introduced in the Moroccan market. This is the first African market for Tesla. Based on social media updates of Tesla, multiple sources...

News  Updated at: 2026/02/09

U.S. auto sales flat in January; Toyota, Honda, Nissan post gains Note: Some figures were updated on February 10. The number of new vehicles sold in the U.S. in January 2026 (preliminary figures including estimates for GM/Stellantis/Tesla, etc.), aggregated by MarkLines as of February 4, was 1,104,953 units, roughly flat year over year (down 0.2%). January had 26 selling days, one more than a year earlier. Light vehicle seasonally adjusted annual...

News  Updated at: 2026/02/04

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 revenue fell 11% to USD 17.7 billion, operating income dropped 11% YOY to USD 1.4 billion, and operating margin fell to 5.7% from 6....

News  Updated at: 2026/01/30

Toyota and Tesla lead J.D. Power’s 2026 U.S. ALG Residual Value Awards 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 received the most model-level awards with six, while BMW, Le...

News  Updated at: 2026/01/24

Tesla seen as winner as Canada reopens door to Chinese EVs 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, with the quota potentially rising to 70,000 units within five years, acc...

News  Updated at: 2026/01/21

JPJ reveals Malaysia’s top 20 EV registrations in 2025, led by Proton e.MAS 7 Reported on January 12, 2026, the Malaysian Road Transport Department (JPJ) released registration data for the top 20 electric vehicle (EV) models in Malaysia for the January–December 2025 period. The Proton e.MAS 7 topped the rankings with 8,677 registrations, followed by the BYD Sealion 7 (4,454 units) and the Tesla Model Y (4,401 units). Completing the top five w...

News  Updated at: 2026/01/16

4.1% compared to the same month last year (up 5.6% for the full year). The GMC brand recorded its highest ever full-year sales. Ford's sales increased 7.2% (up 6.4% last year). Stellantis' sales increased 0.7% (up 1.2% last year). Due to the lingering impact of the end of the federal EV tax credit, Tesla's sales fell 6.9% (down 6.9% last year), its third consecutive month of significant declines. As a countermeasure, Tesla announced and began tak...

News  Updated at: 2026/01/06

Tesla global deliveries slide 15.6% in Q4 following U.S. EV credit loss, down 8.6% for full year 2025 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 that affected other global mark...

News  Updated at: 2026/01/03

Tesla previews 15% drop in upcoming Q4 2025 deliveries in unusual manner On December 30, Tesla took the rather unusual step of officially publishing its own Wall Street consensus estimates for Q4 and full-year 2025 deliveries on its investor Relations site. For Q4, Tesla said "company compiled delivery consensus" came in at 422,850 units globally, which would represent a 15% drop from Q4 2024. Curiously, combined global deliveries of the Model 3 ...

News  Updated at: 2026/01/01

Elon Musk drops ‘sustainable’ from Tesla’s mission statement While Tesla’s mission statement has steadily shifted away from its original climate focus roots, and the idea of accelerating sustainable transport, supportive of the first Roadster, Model S, and Model 3 launches, on December 24, CEO Elon Musk rebranded the company’s goal from “Sustainable Abundance” to simply “Amazing Abundance.” Musk posted on X: “Am changing the T...

News  Updated at: 2025/12/31

Tesla takes lead in Philippine BEV market with 54% share in its first year Reported on December 23, 2025, Tesla wrapped up its first year in the Philippines dominating the BEV market with a 54% share, delivering over 2,200 Model 3 and Model Y units.  Moreover, the Model 3 (rear-wheel drive) also set a new benchmark for energy efficiency, achieving 92.31 km/Lge at the 2025 DOE Fuel Economy Run.  As of December 2025, Tesla operates three Supercha...

News  Updated at: 2025/12/29