News
Consumer Reports Says Tesla Warranty Upgrade Not Enough

Consumer Reports has acknowledged the recent announcement of Tesla’s Infinite Mile Warranty, but plays it down due to lack of full coverage.
Consumer Reports downplays Tesla warranty upgrade
Consumer Reports buys and reviews its products, which it then publishes on its magazine and website for members to read. However, the organization typically focuses on the best bang for your buck, which theoretically should put the Model S at a disadvantage because of its luxurious price tag. In a recent article we covered here, Consumer Reports wrote that the Model S has flaws which started a media frenzy that was Tesla quickly squashed through the announcement of their Infinite Mile Warranty. Now Consumer Reports is back again with another article, saying: “Tesla extends warranty to cover Model S problems. 8-year, ‘infinite’ mile warranty adds motor coverage but skips body hardware”
Consumer Reports says Tesla warranty not enough
The magazine says the warranty extension comes after many reported experiencing problems with the Model S. Most of the problems they ran into didn’t involve the powertrain. The story concludes that the new warranty wouldn’t have covered these types of problems. Instead, the problems Consumer Reports had faced revolve around the door handles being retracted when not needed, as well as experience of a blanked out center screen. A more alarming item is their report of a failure with the third-row seat belt.
The article softens up by saying Tesla quickly repaired the problems and never needed to go into the Service Center to do so. Most of the fixes came as software upgrades over the internet. Although the problems were inconvenient, they were quickly and well handled. In fact, Consumer Reports says: “Bear in mind that the experiences with our test cars are purely anecdotal and never factor into our reliability ratings. After all, it's a sample size of one.”
All in all, Consumer Reports' new article is a follow up that is more diplomatic. Still, when you get down to it, it feels like much ado about little. Yes, the problems were annoying, but were handled efficiently. And yes, we are talking about one car, albeit it, the door handle problem has been reported before. All things considered, sensational headlines sell well. In Consumer Reports' favor, the magazine concludes with: “The Tesla Model S was our Top Pick for 2014, based on its impressive performance in our tests, along with early data showing the car had average reliability. But considering that Tesla is brand new to building cars, it’s not altogether surprising to find some bugs in its cars”
We couldn't have said it better. Oh, wait, we did in our original article. Yes, the problems Consumer Reports found with the Model S warrant publicity, and the Tesla warranty upgrade did come four days after the original article.
Investor's Corner
Tesla (TSLA) Q2 2025 earnings call: What investors want to know

Tesla (NASDAQ:TSLA) is set to report its second-quarter 2025 financial results on Wednesday, July 23, after markets close. With this in mind, Tesla investors have aggregated their top questions for the company at its upcoming Q&A session.
The upcoming earnings report follows a mixed delivery quarter. Tesla produced over 410,000 vehicles and delivered more than 384,000 units globally. In the energy segment, Tesla deployed 9.6 GWh of storage products, continuing momentum for its Megapack business. Tesla’s vehicle sales are currently down year-over-year, though a good part of this was due to the Model Y changeover in the first quarter.
Following are Tesla investors’ top questions for management, as aggregated in Say.
- Can you give us some insight (into) how robotaxis have been performing so far and what rate you expect to expand in terms of vehicles, geofence, cities, and supervisors?
- What are the key technical and regulatory hurdles still remaining for unsupervised FSD to be available for personal use? Timeline?
- What specific factory tasks is Optimus currently performing, and what is the expected timeline for scaling production to enable external sales? How does Tesla envision Optimus contributing to revenue in the next 2–3 years?
- Can you provide an update on the development and production timeline for Tesla’s more affordable models? How will these models balance cost reduction with profitability, and what impact do you expect on demand in the current economic climate?
- When do you anticipate customer vehicles to receive unsupervised FSD?
- Are there any news for HW3 users getting retrofits or upgrades? Will they get HW4 or some future version of HW5?
- Have any meaningful Optimus milestones changed for this year or next, and will thousands of Optimus be performing tasks in Tesla factories by year-end?
- Will there be a new AI day to explain the advancements the Autopilot, Optimus, and Dojo/chip teams have made over the past several years? We still do not know much about HW4.
- Cybertruck ramp is now a year in, but sales have lagged other models. How are you thinking through boosting sales of such an incredible product?
- When will there be a new CEO compensation package presented and considered for the next stage of the company’s growth?
Tesla will release its Q2 update letter on its Investor Relations website after markets close on Wednesday. A live Q&A webcast with management will then follow at 4:30 p.m. CT (5:30 p.m. ET) to discuss the company’s performance and outlook.
News
Tesla Model Y becomes dual champ in China’s vehicle sales rankings
The Model Y’s recent accomplishments suggest that Tesla really has created something special with the all-electric crossover.

The Tesla Model Y was recently deemed a double champion in China, with the all-electric crossover topping two notable sales charts in the country’s automotive sector.
The Model Y’s recent accomplishments suggest that Tesla really has created something special with the all-electric crossover, as it has continued to outsell even vehicles that are newer and more affordable.
Tesla China’s announcement
In a post on Weibo, Tesla China VP Grace Tao highlighted that the Model Y topped China’s sales of SUVs, as well as vehicles that are priced in the 200,000-400,000 yuan range. This is quite remarkable, as the Model Y is one of the more costly entries in both lists. She also invited everyone to try out the vehicle for themselves. “You will know the champion strength after a try,” the Tesla VP wrote.
For the first half of the year, the Tesla Model Y sold 171,491 units domestically in China. This number was enough to make it the country’s best-selling SUV and vehicle priced in the 200,000-400,000 yuan range, but it could still easily be higher in the second half of 2025.
This was because Tesla initiated a changeover in Gigafactory Shanghai to shift the facility’s Model Y line to the vehicle’s new iteration. Had Tesla sold the Model Y in full force during the first half of 2025 in China, the vehicle’s domestic sales figures would have been even more impressive.
Model Y L coming
Tesla China’s Model Y sales could see a notable boost in the second half of the year due to the addition of the Model Y L, an extended wheelbase version of the all-electric crossover. Tesla is yet to announce the details for the Model Y L, though the vehicle was listed in the MIIT regulatory catalog as a six-seater. This is game-changing, as the Model Y’s previous seven-seat configurations have caught criticism for being far too cramped and unusable for adults.
With the six-seat Model Y in the company’s lineup, Tesla would be able to compete with popular vehicles from rivals like BYD, which have made it a point to release spacious three-row vehicles that are designed to carry the whole family. Provided that the Model Y L is priced correctly, it could very well raise Tesla’s vehicle sales this year.
Investor's Corner
Tesla still poised to earn $3B in ZEV credits this year: Piper Sandler
Piper Sandler analyst Alex Potter maintained his $400 per share price target on TSLA stock.

Tesla (NASDAQ:TSLA) is still poised to earn about $3 billion in zero-emission vehicle (ZEV) credits this year despite growing concerns over policy shifts under United States President Donald Trump. This is, at least, according to Piper Sandler analyst Alex Potter, who maintained his $400 per share price target and “Overweight” rating on TSLA stock.
Tesla’s ZEV credit revenue
In a recent investor note, Potter acknowledged that Trump’s efforts to undo EV-related incentives could impact Tesla’s ZEV credit income. The analyst noted that these effects would likely not be too drastic, however, even if ZEV credits provide Tesla’s finances with a substantial boost. Last year, Tesla earned about $3.5 billion from regulatory credits, equal to nearly 100% of the company’s FY24 free cash flow, as noted in a Benzinga report.
Potter estimated that the impact of potential regulatory reversals from the Trump administration will likely not be immediate. “Tesla will still book around $3B in credits this year, followed by $2.3B in 2026,” the Piper Sandler analyst wrote.
Considering his reiterated $400 price target for Tesla stock, Potter seems to be expecting an upside of over 20% for the electric vehicle maker. It should be noted, however, that Tesla is a volatile stock by nature, so huge swings in stock price may happen even without material developments from the company.
Robotaxi developments
The Piper Sandler analyst also highlighted the progress of Tesla’s Full Self-Driving (FSD) program and Robotaxi developments as potential offsets to regulatory headwinds. Potter pointed to expanding operations in Austin and Tesla’s push to launch Robotaxi services in Phoenix and the Bay Area, pending regulatory approval.
“In our view, these favorable FSD-related developments are likely to overshadow any/all negative commentary arising from lower 2025/2026 estimates,” the analyst wrote.
In addition to rescinding ZEV programs, the Trump administration has proposed ending the $7,500 federal EV credit by September 2025 and rolling back Corporate Average Fuel Economy (CAFE) standards.
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