Ford is offering Mustang Mach-E reservation holders experiencing delivery delays some unique compensation for their patience. A few Mach-E customers have received and email reportedly sent by Ford claiming that the company will be “providing a $1,000 private offer” and 250 kWh of complimentary fast charging to those affected by the ongoing delivery delays.
Details of the email were shared in the Mach-E Club forum, where a number of customers confirmed receiving the notice from Ford. However, some members of the forum remarked that they received the same email from Ford, but any references to a $1,000 offer were omitted or excluded.
The following is an excerpt from Ford’s email to Mach-E customers.
Thank you for putting your trust in Ford Motor Company and for taking the first step toward an electrified future, with the order of your Mustang Mach-E. We are all so excited to have you as a customer and believe you deserve an excellent shopping and ownership experience.
This is why we want to take a moment to update you on some of the challenges we’ve faced in meeting demand and delivery timing for the Mustang Mach-E. We continue to build and ship vehicles every day, but we’re doing so with a meticulous attention to detail and dedication to quality. Your vehicle timing was impacted by more than one of these quality checks.
We know you are anxious to get driving and experience the 0-60 thrills, zero emissions and more from the Mustang Mach-E. Because we believe that customers should be treated like family, we are providing you a $1000 private offer on your Mustang Mach-E at time of delivery at your Ford dealership. Your dealer is aware of this unique offer. If you have already taken delivery, you can contact Ford at the number listed below to claim this offer. We are also providing you an additional 250 kWh of complimentary DC fast charging on us.
Your Mustang Mach-E comes with 250 kWh and you will have an additional 250 kWh for a total of 500 kWh of complimentary charging at Electrify America fast charging stations on the FordPass Charging Network2.
Please download the FordPass App3, activate your vehicle’s modem and also go online to www.ford.com/connectedservices to activate your two years of complimentary access to the FordPass Charging Network and 500 kWh of fast charging. Once enrolled, your complimentary charging will show up in your account.
The email was signed by Andrew Frick, who is the Vice President of Sales in US and Canada. The Mach-E forum suggests that Ford Mach-e customers who experienced a delivery delay, but have already received their vehicle could still receive the automaker’s $1000 offering and 250kWh of complimentary charging. Those who already have their Mach-E cars are advised to contact Ford directly. The $1,000 offer is valid only through 9/1/2021 for customers who have already received their Mach-E orders.
As for the additional 250 kWh complimentary charging, Ford notes that the incentive would be available in April. It also requires Mach-E owners to have Modem and FordPass Charging Network access to be activated.
The Teslarati team would appreciate hearing from you. If you have any tips, email us at tips@teslarati.com or reach out to me at maria@teslarati.com.
Investor's Corner
Tesla (TSLA) Q4 and FY 2025 earnings results
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
Tesla (NASDAQ:TSLA) has released its Q4 and FY 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, January 28, 2025.
Tesla’s Q4 and FY 2025 earnings come on the heels of a quarter where the company produced over 434,000 vehicles, delivered over 418,000 vehicles, and deployed 14.2 GWh of energy storage products.
For the Full Year 2025, Tesla produced 1,654,667 and delivered 1,636,129 vehicles. The company also deployed a total of 46.7 GWh worth of energy storage products.
Tesla’s Q4 and FY 2025 results
As could be seen in Tesla’s Q4 and FY 2025 Update Letter, the company posted GAAP EPS of $0.24 and non-GAAP EPS of $0.50 per share in the fourth quarter. Tesla also posted total revenues of $24.901 billion. GAAP net income is also listed at $840 million in Q4.
Analyst consensus for Q4 has Tesla earnings per share falling 38% to $0.45 with revenue declining 4% to $24.74 billion, as per estimates from FactSet. In comparison, the consensus compiled by Tesla last week forecasted $0.44 per share on sales totaling $24.49 billion.
For FY 2025, Tesla posted GAAP EPS of $1.08 and non-GAAP EPS of $1.66 per share. Tesla also posted total revenues of $94.827 billion, which include $69.526 billion from automotive and $12.771 billion from the battery storage business. GAAP net income is also listed at $3.794 billion in FY 2025.
Below is Tesla’s Q4 and FY 2025 update letter.
TSLA-Q4-2025-Update by Simon Alvarez
News
Tesla rolls out new Supercharging safety feature in the U.S.
Tesla has rolled out a new Supercharging safety feature in the United States, one that will answer concerns that some owners may have if they need to leave in a pinch.
It is also a suitable alternative for non-Tesla chargers, like third-party options that feature J1772 or CCS to NACS adapters.
The feature has been available in Europe for some time, but it is now rolling out to Model 3 and Model Y owners in the U.S.
With Software Update 2026.2.3, Tesla is launching the Unlatching Charge Cable function, which will now utilize the left rear door handle to release the charging cable from the port. The release notes state:
“Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked, and a recognized key is nearby. This is especially useful when the charge cable doesn’t have an unlatch button. You can still release the cable using the vehicle touchscreen or the Tesla app.”
The feature was first spotted by Not a Tesla App.
This is an especially nice feature for those who commonly charge at third-party locations that utilize plugs that are not NACS, which is the Tesla standard.
For example, after plugging into a J1772 charger, you will still be required to unlock the port through the touchscreen, which is a minor inconvenience, but an inconvenience nonetheless.
Additionally, it could be viewed as a safety feature, especially if you’re in need of unlocking the charger from your car in a pinch. Simply holding open the handle on the rear driver’s door will now unhatch the port from the car, allowing you to pull it out and place it back in its housing.
This feature is currently only available on the Model 3 and Model Y, so Model S, Model X, and Cybertruck owners will have to wait for a different solution to this particular feature.
News
LG Energy Solution pursuing battery deal for Tesla Optimus, other humanoid robots: report
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
A recent report has suggested that LG Energy Solution is in discussions to supply batteries for Tesla’s Optimus humanoid robot.
Optimus is expected to be one of Tesla’s most ambitious projects, with Elon Musk estimating that the humanoid robot could be the company’s most important product.
Humanoid robot battery deals
LG Energy Solution shares jumped more than 11% on the 28th after a report from the Korea Economic Daily claimed that the company is pursuing battery supply and joint development agreements with several humanoid robot makers. These reportedly include Tesla, which is developing Optimus, as well as multiple Chinese robotics companies.
China is already home to several leading battery manufacturers, such as CATL and BYD, making the robot makers’ reported interest in LG Energy Solution quite interesting. Market participants interpreted the reported outreach as a signal that performance requirements for humanoid robots may favor battery chemistries developed by companies like LG.
LF Energy Solution vs rivals
According to the report, energy density is believed to be the primary reason humanoid robot developers are evaluating LG Energy Solution’s batteries. Unlike electric vehicles, humanoid robots have significantly less space available for battery packs while requiring substantial power to operate dozens of joint motors and onboard artificial intelligence processors.
LG Energy Solution’s ternary lithium batteries offer higher energy density compared with rivals’ lithium iron phosphate (LFP) batteries, which are widely used by Chinese EV manufacturers. That advantage could prove critical for humanoid robots, where runtime, weight, and compact packaging are key design constraints.