

News
Tesla has a misinformation problem, and silence may no longer be enough
During the first quarter earnings call, Lars Moravy, Tesla’s vice president of vehicle engineering, stated that the company is hard at work cooperating with local authorities and agencies like the NTSB and the NHTSA to investigate a fatal Model S crash in Texas earlier this month. Moravy’s statements provided some new insights into the ongoing investigation, particularly when he mentioned that Tesla did a study to see how the company’s technologies operate in the area of the accident.
“We did a study with them over the past week to understand what happened in that particular crash. And what we’ve learned from that effort was that Autosteer did not and could not engage on the road condition that — as it was designed. Our adaptive cruise control only engages when a driver was buckled in about 5 miles per hour. And it only accelerated to 30 miles per hour with the distance before the car crashed,” he said.
A look at Moravy’s statements shows that Tesla’s adaptive cruise control could only accelerate to 30 mph in the distance that the ill-fated Model S covered before it smashed into a tree. This goes against initial reports stating that the vehicle had been involved in a high-speed crash. The state of the Model S when authorities found it also hinted that the car collided with the tree at speeds beyond 30 mph. Moravy’s statement was clear enough, but apparently, it was not clear enough for some — and it’s causing even US congressmen to become misinformed about the issue.
Despite early claims by #Tesla #ElonMusk, autopilot WAS engaged in tragic crash in The Woodlands.
We need answers. https://t.co/e3TQTRv72Z
— Kevin Brady (@RepKevinBrady) April 28, 2021
Misreporting Spreads Quickly
Rep. Kevin Brady recently shared an article on his Twitter page which featured Moravy’s statement from the Q1 earnings call. The only problem was that the article Brady shared misunderstood the Tesla executive’s statement, with the article alleging that “at least one Tesla Autopilot feature was active” during the fatal Tesla crash. This, of course, is completely inaccurate, and EV owners and Tesla Twitter pointed it out as such. Moravy, after all, was referring to a test that the company ran, not the findings of the investigation, which is still ongoing.
Unfortunately, the US congressman seemed unconvinced. Despite the wave of corrections from the EV community and Tesla owners, or just Twitter users who actually bothered to listen and read the Q1 earnings call transcript, Brady argued in a later tweet that the source of his information was Tesla itself. And this, in a lot of ways, brings up a can of worms for the electric car maker and its longtime supporters.
Uh…Tesla. (Read the article, Sparky)
— Kevin Brady (@RepKevinBrady) April 28, 2021
Misinformation must be corrected
This is not the first time that Tesla has found itself on the receiving end of inaccurate reporting. Tesla has always battled misinformation since its early days, from reports claiming that the Model S was vaporware to ones claiming that Giga Shanghai was just an empty shell where Model 3s from Fremont were being stored. But while most of the misreporting surrounding Tesla is now expected by those following the company, and while some of this misinformation is almost humorous — such as a usually-critical Tesla reporter arguing that the Powerwall does not exist because she has never seen one in person — some stories require a more active hand.
Granted, Elon Musk has made his stance clear on advertising, or, as the CEO noted on Twitter, “manipulating public opinion.” However, it is not too difficult to see that Tesla will be fighting an unnecessarily uphill battle against misinformation if it does not have a way to make the correct information public. Musk has also stated on Twitter that “I trust the people,” which is no surprise considering his optimism. However, people are also very easy to manipulate, especially if they are immersed, for the most part, in misinformation.
Other companies spend money on advertising & manipulating public opinion, Tesla focuses on the product.
I trust the people.
— Elon Musk (@elonmusk) April 27, 2021
Not-a-PR Team
If there is anything that the ongoing misinformation surrounding the tragic Texas crash has shown, it is that Tesla may need a better strategy than just staying silent until an inaccurate story dies. This does not have to come in the form of a dedicated PR team or advertisements either, as those are strategies that have worked for companies that are almost antithetical to Tesla. Either way, the EV community may find it advantageous if something could be done about the ongoing inaccurate reports and allegations being thrown against the company. Perhaps Tesla could find a solution that meets these needs while staying true to its out-of-the-box character.
Tesla is a creative company that is unorthodox and bold enough that it decided to build a vehicle assembly line in a sprung structure to meet its goals. With this in mind, there is a pretty good chance that Tesla could find a workaround for its misinformation problem. Before this could happen, of course, Tesla would first have to admit that something more than silence is needed to usher in the company towards new heights.
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Investor's Corner
LIVE BLOG: Tesla (TSLA) Q3 2025 earnings call
The following are live updates from Tesla’s Q3 2025 earnings call.

Tesla’s (NASDAQ:TSLA) earnings call comes on the heels of the company’s Q3 2025 update letter, which was released after the closing bell on October 22, 2025.
Tesla’s Q3 2025 Results
As could be seen in Tesla’s Q3 2025 Update Letter, the company posted GAAP EPS of $0.39 and non-GAAP EPS of $0.50 per share. Tesla also posted total revenues of $28.095 billion. GAAP net income is also listed at $1.37 billion.
Tesla’s total revenue increased 12% YoY to $28.1 billion, while operating income decreased 40% YoY to $1.6 billion. This means that for Q3 2025, Tesla’s had a 5.8% operating margin. Tesla’s quarter-end cash, cash equivalents and investments was $41.6 billion by the end of the third quarter.
Earnings call updates
The following are live updates from Tesla’s Q3 2025 earnings call. I will be updating this article in real time, so please keep refreshing the page to view the latest updates on this story.
16:25 CT – Good day to everyone, and welcome to another Tesla earnings call live blog. The Q3 2025 Update Letter seemed to be on the quieter side, but it’s hard not to be impressed with Tesla’s $4 billion free cash flow, an all-time high.
Now we just have to see how the earnings call will go.
16:30 CT – Looks like the earnings call’s livestream is up. It hasn’t started yet, but the music’s on. Here’s the livestream:
16:33 CT – One of the most fun things about Tesla earnings call coverages is that you don’t really know what type of Elon Musk you’re gonna get. The questions from investors and analysts are always fun too.
16:35 CT – And here we go. Travis Axelrod takes the floor and introduces Tesla’s executives.
16:36 CT – Elon’s opening remarks begin. He says Tesla is at a critical point because real-world AI is imminent. He states that he believes Tesla has the highest intelligence density. “It’s gonna be like a shockwave,” Elon said, highlighting that there are millions of cars out there that could become full self-driving with a simple software update.
16:38 CT – With Tesla achieving clarity on Unsupervised FSD, Musk stated that he feels “confident in expanding Tesla’s production.” He also noted that Tesla Energy is rising quickly, especially with products like the Powerwall and the Megapack. “We see the potential there for Tesla battery packs to improve the energy output per year of any given grid, the US or otherwise.”
16:40 CT – Elon also reiterated his prediction that Tesla Optimus could be the largest product in the world. A good reason for this is the fact that Tesla has scale, Musk stated. Musk also stated that it’s easy for users in the United States to test out FSD V14 for themselves. He also mentioned that Tesla is currently hard at work with Megapack 4.
“We look forward to unveiling Optimus V3 in Q1. I think it will be quite remarkable,” Musk said, adding that V3 will almost seem like a person in a robot suit.
16:45 CT – Musk summed up his opening remarks with a comment on Tesla’s updated mission.
“In conclusion, we’re excited about the updated mission of Tesla, which is sustainable abundance. We’re going beyond sustainable energy. We believe that with Optimus and self-driving, we can actually create a world where there is no poverty, where everyone has access to the finest medical care.
“Optimus will be an incredible surgeon. Imagine if everyone had access to an incredible surgeon. I think we’re headed to sustainable abundance, and I’m excited to work with the Tesla team to make that happen,” Musk said, summing up.
16:48 CT – Tesla CFO Vaibhav Taneja discussed the company’s rollout of its expanded Model Y lineup such as the Model Y L, as well as the advantages of the Robotaxi network. He also confirmed that Tesla is looking to secure approvals for FSD tests in several areas across the globe.
He also discussed Tesla’s regulatory credits. “”While regulatory credits declined sequentially, we entered into new contracts and delivered on previous contracts,” he said.
16:54 CT – Investor questions are asked about demand for Megapack and Powerwall. Tesla noted that Tesla is seeing a lot of interest and demand for Megapack and its related products. There is also a surge in demand for residential batteries.
Looks like the Tesla Solar Roof is coming alive as well.
16:59 CT – A question about the challenges of Optimus’ rollout was asked. Elon Musk noted that bringing Optimus to market would not be a walk in the park. It will be a very difficult endeavor. “It’s an incredibly difficult thing,” Musk said, adding that the hands of Optimus are very difficult to design and produce due to its complexity.
Tesla is really putting a ton of work on Optimus’ hands, likely because the robot will need to be very dexterous to be useful in both residential and industrial applications. He noted that for Optimus to be successful, Tesla must really be vertically integrated.
Elon also mentioned that Optimus is one of the reasons behind his goals with his 2025 compensation plan. He needs control of Tesla if the company is building a literal robot army.
17:05 CT – A question about Tesla’s chip deal with Samsung. Elon noted that he has nothing but good things to say about Samsung. He then clarified that Tesla will be focusing both TSMC and Samsung on AI5.
“The AI5 chip design by Tesla is an amazing design. I have spent every weekend for the last few months with the chip design team working with AI5,” Musk said. “By some metrics, the AI5 chip will be 40x better than the AI4 chip.” This is because the hardware is designed for Tesla’s software stack.
There is also a lot of efficiencies and deletions that have been implemented on AI5. “This is a beautiful chip,” Musk said, reiterating that both Samsung and TSMC will be producing AI5. Tesla wants an oversupply of AI5 chips. If there’s an oversupply, Musk said that the chips could just be used for training in Tesla’s data center.
17:09 CT – A question was asked about Tesla abandoning HW3 was asked. The CFO stated that Tesla is not abandoning HW3. “We will definitely take care of you guys,” he said, adding that he himself is driving a HW3 car. Tesla executives also noted that the company is developing a V14 “Lite” for HW3 cars.
17:13 CT – A question about the Tesla Semi’s autonomy was asked. Tesla noted that things are progressing with the Semi program. Analyst questions now begin. First up is Wolfe Research, which asked about Elon’s comment about Tesla now focusing on volume with FSD now developed.
Elon Musk responded that Tesla’s capacity today is not at 3 million cars yet, but Tesla can probably achieve that level in 24 months or less. “We’re gonna expand production as fast as we can, and as fast as our suppliers can keep up with it,” he said.
He added that the Cybercab will be a big project since it’s a your de force of engineering optimization due to its driverless nature. He also stated that Cybercab production will start in Q2 2026.
17:21 CT – Barclays asked about markets that are outside of Tesla’s core competencies. Elon noted that Tesla had zero core competency when it started. He highlighted that Tesla today is still a bunch of startups that are working together. He did also state that “Optimus at scale is an infinite money glitch” since it could 5X a person’s productivity.
17:27 CT – Lightshed asks about the Robotaxi program and the removal of safety drivers in Austin by year end. Musk noted that Tesla will be very cautious with FSD’s rollout. He noted that Tesla will be paranoid about safety. He noted that Tesla typically rolls out its FSD updates with safety at the forefront, so first builds of a major release tend to be safe but not as smooth.
“This car will feel like a living creature,” Musk reiterated, adding that Teslas will eventually be able to find parking spots on their own intelligently.
17:34 CT – Oppenheimer asked about the timeline of Optimus production. Musk noted that the hardware design of Optimus will not be frozen even after the humanoid robot starts its production. “We’ll have a production-intent prototype ready to show in Q1,” Musk said, adding that hopefully, Optimus will enter production late next year.
17:37 CT – Questions for this earnings call are done, and in closing, the CFO urged shareholders to vote on the Board’s recommendations. Tesla’s future depends on it.
17:41 CT – And that wraps up Tesla’s third quarter 2025 earnings call! Thank you so much for following along as we covered this event. Until the next time!
Investor's Corner
Tesla (TSLA) Q3 2025 earnings results
Tesla’s Q3 earnings come on the heels of a quarter where the company produced over 447,000 vehicles, delivered over 497,000 vehicles, and deployed 12.5 GWh of energy storage products.

Tesla (NASDAQ:TSLA) has released its Q3 2025 earnings results in an update letter. The document was posted on the electric vehicle maker’s official Investor Relations website after markets closed today, October 22, 2025.
Tesla’s Q3 earnings come on the heels of a quarter where the company produced over 447,000 vehicles, delivered over 497,000 vehicles, and deployed 12.5 GWh of energy storage products.
Tesla’s Q3 2025 results
As could be seen in Tesla’s Q3 2025 Update Letter, the company posted GAAP EPS of $0.39 and non-GAAP EPS of $0.50 per share. Tesla also posted total revenues of $28.095 billion. GAAP net income is also listed at $1.37 billion.
In comparison, FactSet consensus expects Tesla to post earnings per share of around $0.56, down 22% from Q3 2024’s $0.72 per share. Tesla’s revenue is forecasted to rise 5.4% to $26.54 billion, as noted in an Investor.com report.
On the other hand, Sharp consensus, which tracks analyst revision trends, predicts Tesla to post earnings of $0.57 per share and revenue totaling $28.31 billion.
Other key results
Tesla highlighted the following Q3 results in its Update Letter.
As per Tesla, it is stil profitable with $1.6 billion GAAP operating income, $1.4 billion GAAP net income, and $1.8 billion non-GAAP net income. By the end of the third quarter, Tesla had an operating cash flow of $6.2 billion and record free cash flow of nearly $4.0 billion.
Tesla’s total revenue increased 12% YoY to $28.1 billion, while operating income decreased 40% YoY to $1.6 billion. This means that for Q3 2025, Tesla’s had a 5.8% operating margin. Tesla’s quarter-end cash, cash equivalents and investments were at $41.6 billion by the end of the third quarter.
Tesla’s Q3 2025 Update Letter
News
Tesla’s new Safety Report shows Autopilot is nine times safer than humans
Tesla released its Vehicle Safety Report for Q3 2025, and it showed that one crash was recorded every 6.36 million miles drive in which drivers were using Autopilot technology.

Tesla’s new Safety Report for Q3 shows Autopilot technology contributed to accident frequency that was nine times lower than the national average.
Tesla released its Vehicle Safety Report for Q3 2025, and it showed that one crash was recorded every 6.36 million miles drive in which drivers were using Autopilot technology.
This is a stark contrast from the most recent data made available by the National Highway Traffic Safety Administration (NHTSA) and Federal Highway Administration (FHWA), which shows there is an automobile crash approximately every 702,000 miles.
Autopilot & FSD Supervised safety data
In Q3 2025, we recorded 1 crash for every 6.36 million miles driven in which drivers were using Autopilot technology
By comparison, the most recent data available from NHTSA & FHWA (from 2023) shows that in the United States there was an… pic.twitter.com/8isNe7X4vg
— Tesla (@Tesla) October 22, 2025
The figure for Q3 2025 is slightly lower than the one that Tesla released in Q3 2024, which eclipsed 7 million miles between accidents for drivers using Autopilot technology.
Over the past seven quarters, Q1 has been Tesla’s strongest showing with the Vehicle Safety Report, with Q4 being the weakest. This is usually attributed to weather and driving conditions deteriorating toward the end of the year.
Q1 2024 was Tesla’s best performance so far, with one crash every 7.63 million miles.
Autopilot and Full Self-Driving have been a major focus of Tesla over the past few years, and recent versions have improved on what has already proven to be an extremely safe way to travel, as long as it is used correctly.
Tesla’s Full Self-Driving (Supervised) suite is a suitable way to allow the vehicle to navigate through any traffic setting and has been widely effective for day-to-day travel. With the data Tesla gets from its use across its vehicle fleet, it gets more refined and more accurate with every passing mile.
The company has teased the potential for completely unsupervised Full Self-Driving releases in the future, but Tesla has to solve autonomy before it can offer anything like that to the public.
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