Last week, Elon Musk tweeted in a series of updates that Tesla would be attempting to service two-thirds of customer requests “same day.”
One of the many benefits of owning an electric vehicle is the lack of service required. According to Autoblog, of the top 5 most common car repairs – oxygen sensor replacement, inspection of loose fuel cap causing engine light, catalytic converter replacement, mass airflow sensor replacement, and spark plug replacement – none of them are even possible on an electric vehicle. Nonetheless, due to a range of issues, Tesla has had a consistent problem with servicing its ever-growing group of customers’ needs. Musk is set out to change this, and owners should have many reasons to be optimistic!
Working on Tesla North American service.
Goal is 2/3 of cars receive same-day service, no wait.
— Elon Musk (@elonmusk) June 4, 2022
Looking at Tesla’s service problem, it is multifaceted and often self-feeding in nature. To start off, quality control at Tesla has been a known problem, with customers experiencing everything from missing badges to paint issues to panel gaps. All of these issues must be serviced, and much of this service will be done at one of the company’s service centers.
Quality control (QC) service requests, when combined with normal service load, mean that Tesla service centers’ availability is often impaired. Tesla Motors Club forum even has a thread dedicated for service center wait times. This means that customers may be forced to wait longer periods before service, and if the service is not done 100% correctly the first time, the service center doesn’t have the capacity to bring them back immediately.
This lack of availability is compounded by Tesla’s lack of service centers as a whole, some states having only single-digit numbers of service centers available. This means that the service centers that do exist are responsible for a larger number of vehicles. And while independent service centers exist commonly throughout the US, many refuse to work on Tesla products or any electric vehicles for that matter, even when they have the capability to do the work. Once again, this forces more service requests to Tesla service centers.
Credit: Tesla
Finally, because new car QC requests are often covered by Tesla at no cost, this incentivizes customers to go to service centers for free work instead of going to independent shops that may be able to help them.
These problems have not been ignored by Elon Musk, and since 2018, Tesla has addressed many of these concerns. Most predominantly, since 2018, the number of service centers and the area that they cover has increased drastically. Looking at a map of 2018 and comparing it to now, areas such as New England, the Pacific Northwest, and the South have all seen massive increases in capacity. Tesla aimed to open one new Service Center per week in 2021, and, in general, the automaker has experimented with many different specialized service programs.
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- Map of Tesla service centers in the US as of 2018.
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- Map of Tesla service centers in the US in 2022
This is combined with an increase in capacity in Tesla’s mobile repair teams, who can often address service requests before the customer has to come to a service center. And in more recent news, Tesla has even made their repair manual free for customers to access, allowing more repairs to be done outside of service centers.
Another obvious change consumers have seen is an improvement in QC. Even according to JD Power’s rankings of brands by initial quality, from 2020 to 2021, Tesla has reduced the number of “problems per 100 vehicles” from 250 in 2020 to 231 in 2021, a number that is competitive with brands like Audi (240) and VW (213).
Service centers themselves have also been changed over the past 4 years with the inclusion of F1 style pit lanes that allow customers to be more quickly addressed and hence allow the service team to address more requests in a day.
Nonetheless, many have been concerned that these changes have not been enough to fix the Tesla service issue. Leading many to think about what could be done to improve the situation. A couple of options have been put forward by industry professionals and Twitter users alike. One such suggestion has been the expansion of the Tesla START program, a program that teaches individuals how to work on Teslas and then places them with a full-time job at a Service Center location across the country. Currently, the program is offered at eight colleges across the country: Rio Honda Community College in Los Angeles, Central Piedmont Community College in Charlotte, North Carolina, Shoreline Community College in Seattle, Evergreen Valley College in San Jose, California, Suffolk Community College in Selden, New York, Miami Dade College in Florida, Texas State Technical College in Waco, Texas, and Sinclair Community College in Dayton, Ohio.
Overall, the changes made in the past 4 years should give Tesla’s current and future customers much to be optimistic about. QC has improved, the speed of service operation has increased, service manuals are free and open to anyone, and the number of service centers has increased. The only question is, what is Elon Musk planning on implementing next to improve Tesla’s Service department?
What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com
Update: 10/22 10:51a – Para 1 consumers changed to “customers” for accuracy.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by customers, ending speculation regarding whether the fully autonomous vehicle would be available in the near term.
During Tesla’s third-quarter 2026 earnings call on October 21, Vice President of Engineering Lars Moravy said the company is aiming to begin delivering its purpose-built Cybercab robotaxi to customers before year-end.
🚨 In short, Cybercabs are slated to go to customers by end of the year. All units are going into Robotaxi fleet currently, per @larsmoravy
Cybercab will be “transport-as-a-service,” but vast majority of Cybercab will be “Tesla-owned,” @elonmusk says https://t.co/R8Qu8QWdmp
— TESLARATI (@Teslarati) October 21, 2026
“We’re trying to get Cybercabs to customers by the end of this year, 2026,” Moravy said. He added that production is underway on the line at Gigafactory Texas, but “all of those are currently going to our own internal Robotaxi fleet.”
Moravy explained that as operations scale, Tesla will “mainly deliver fully designed autonomous vehicles to our customers,” with the Cybercab as the first such vehicle. Initial customer deliveries will start small while the company gains experience with delivery logistics, ownership models, fleet management, and operating autonomous vehicles outside its direct control.
CEO Elon Musk reinforced the limited nature of private sales, describing the Cybercab primarily as a “transport-as-a-service” offering rather than a personal ownership vehicle like the Model 3, Model Y, or upcoming Roadster. “The vast majority of the Cybercab stuff will be Tesla-owned and transport-as-a-service,” Musk said.
The Cybercab is a two-seater vehicle developed by Tesla without a steering wheel or pedals. It relies completely on Tesla’s Full Self-Driving suite and has been in production since February. Early units have been put in Tesla’s Robotaxi service as of early September, when the company launched rides to the public. Tesla previously indicated it would aim to sell Cybercabs for about $30,000.
Unsupervised Full Self-Driving is expected to ship to consumer cars during Q2 2027, Ashok Elluswamy, Tesla’s Head of AI, indicated during the call. Early buyers or fleet operators may receive vehicles whose autonomous operation remains geographically restricted due to lagging regulatory agencies. There are some hurdles that remain ahead of Cybercab deliveries.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
Tesla Cybercab gets a for sale date at last
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
