**UPDATED with a comment from Standard Fleet CEO and founder David Hodge.
Tesla appears to have quietly rolled out its support for official third-party applications. The first third-party app is Standard Fleet, a fleet management platform that’s currently being used by a number of Tesla ride-sharing and EV-sharing companies across the globe.
Standard Fleet is the brainchild of Apple veteran and longtime Tesla owner David Hodge. Launched last year, the platform seeks to provide online and mobile tools to ensure that electric vehicle fleets are managed in an efficient and profitable manner. A key advantage offered by Standard Fleet lies in the fact that it’s software-based, so fleet owners are not required to purchase any cumbersome third-party devices just to monitor and manage their fleet.
Since its launch, Standard Fleet has received support from a number of notable Tesla-related businesses. These include Revel in New York, which operates a fleet of Model Y crossovers for ride-sharing, as well as MisterGreen Electric Lease, which manages over 5,000 Teslas in Europe. Arizona-based EV Access, whose fleet is nearing the 1,000-unit mark, has also noted that it uses Standard Fleet for its business.
Tesla Access
As observed by Teslarati, Standard Fleet’s login page now shows a button that allows users to connect to the fleet management platform’s online dashboard using a Tesla Single Sign-On (SSO) system. Clicking “Sign in with Tesla” directs users to Tesla’s authorization page, where they can grant Standard Fleet access to their Tesla profile information, vehicle location, data, and commands. Once users grant the necessary permissions, they will be directed to Standard Fleet’s dashboard, where they can manage their Tesla fleet.
Users that provide Standard Fleet with the necessary permissions to access their vehicle data could be assured, as the EV management platform notes that Tesla users could revoke access to their accounts at any time at Tesla.com. Standard Fleet also notes that it connects to Tesla through OAuth, so the company only receives an “access token” from the EV maker. This means that Standard Fleet does not access users’ Tesla passwords at all.
While Tesla is yet to formally announce its support for Standard Fleet as an official third-party app as of writing, the Tesla login buttons on the EV management platform’s webpage and mobile app seem confirmation enough. The fact that Standard Fleet is also listed in Tesla’s “Third Party Apps” menu is just icing on the cake.
Electric Fleets
Standard Fleet’s support as Tesla’s first third-party app seems to be coming at the right time. As noted by Standard Fleet founder David Hodge, it’s only a matter of time before most vehicle fleets become electric. EVs just make sense for fleets, as they are easy to track, maintain, and support. With this in mind, having Tesla’s first third-party app be a fleet management system makes sense, as it suggests that the company is determined to support customers that operate businesses using its electric cars.
The Model Y is already an excellent fleet vehicle, with its stellar performance, ample range, and space. The Cybertruck, at least when Tesla ramps its production and stabilizes its cost, would likely be an equally good or even better fleet vehicle. There is definitely some demand, after all, for a reasonably-priced rugged vehicle that requires minimal maintenance and is easy to track. Future electric cars like the Robovan and the affordable Tesla that will be produced at Gigafactory Mexico would likely be excellent fleet units as well.
Standard Fleet founder and CEO David Hodge issued a brief comment about the EV management platform being a third-party application for Tesla. “Teslas are fantastic fleet vehicles. We have nearly 100,000 EVS connected and are thrilled to make this step to improve how we can support our innovative EV Fleet customers,” Hodge said in a comment to Teslarati.
Tesla App Store
The arrival of Standard Fleet as Tesla’s first third-party bodes well for a dedicated App Store for the company’s electric cars. Teslas, after all, are akin to advanced computers on wheels. They already function quite a lot like modern smartphones in the way that they improve and change through over-the-air software updates. An App Store for the company then makes sense as a next step for Tesla.
Tesla CEO Elon Musk has referenced the idea of a dedicated Tesla App Store in the past. During a 2019 interview with Ryan McCaffrey of the Ride the Lightning podcast, Musk noted that as the number of Teslas on the road grows, it makes more sense to consider the development of “games and other applications for Tesla.” Ultimately, Standard Fleet is just the beginning, so it would be pretty interesting to see the next third-party applications that Tesla would be supporting in the near future.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads-up.
Elon Musk
Tesla CEO Elon Musk drops massive bomb about Cybercab
“And there is so much to this car that is not obvious on the surface,” Musk said.
Tesla CEO Elon Musk dropped a massive bomb about the Cybercab, which is the company’s fully autonomous ride-hailing vehicle that will enter production later this year.
The Cybercab was unveiled back in October 2024 at the company’s “We, Robot” event in Los Angeles, and is among the major catalysts for the company’s growth in the coming years. It is expected to push Tesla into a major growth phase, especially as the automaker is transitioning into more of an AI and Robotics company than anything else.
The Cybercab will enable completely autonomous ride-hailing for Tesla, and although its other vehicles will also be capable of this technology, the Cybercab is slightly different. It will have no steering wheel or pedals, and will allow two occupants to travel from Point A to Point B with zero responsibilities within the car.
Tesla shares epic 2025 recap video, confirms start of Cybercab production
Details on the Cybercab are pretty face value at this point: we know Tesla is enabling 1-2 passengers to ride in it at a time, and this strategy was based on statistics that show most ride-hailing trips have no more than two occupants. It will also have in-vehicle entertainment options accessible from the center touchscreen.
It will also have wireless charging capabilities, which were displayed at “We, Robot,” and there could be more features that will be highly beneficial to riders, offering a full-fledged autonomous experience.
Musk dropped a big hint that there is much more to the Cybercab than what we know, as a post on X said that “there is so much to this car that is not obvious on the surface.”
And there is so much to this car that is not obvious on the surface
— Elon Musk (@elonmusk) January 2, 2026
As the Cybercab is expected to enter production later this year, Tesla is surely going to include a handful of things they have not yet revealed to the public.
Musk seems to be indicating that some of the features will make it even more groundbreaking, and the idea is to enable a truly autonomous experience from start to finish for riders. Everything from climate control to emergency systems, and more, should be included with the car.
It seems more likely than not that Tesla will make the Cybercab its smartest vehicle so far, as if its current lineup is not already extremely intelligent, user-friendly, and intuitive.
Investor's Corner
Tesla Q4 delivery numbers are better than they initially look: analyst
The Deepwater Asset Management Managing Partner shared his thoughts in a post on his website.
Longtime Tesla analyst and Deepwater Asset Management Managing Partner Gene Munster has shared his insights on Tesla’s Q4 2025 deliveries. As per the analyst, Tesla’s numbers are actually better than they first appear.
Munster shared his thoughts in a post on his website.
Normalized December Deliveries
Munster noted that Tesla delivered 418k vehicles in the fourth quarter of 2025, slightly below Street expectations of 420k but above the whisper number of 415k. Tesla’s reported 16% year-over-year decline, compared to +7% in September, is largely distorted by the timing of the tax credit expiration, which pulled forward demand.
“Taking a step back, we believe September deliveries pulled forward approximately 55k units that would have otherwise occurred in December or March. For simplicity, we assume the entire pull-forward impacted the December quarter. Under this assumption, September growth would have been down ~5% absent the 55k pull-forward, a Deepwater estimate tied to the credit’s expiration.
“For December deliveries to have declined ~5% year over year would imply total deliveries of roughly 470k. Subtracting the 55k units pulled into September results in an implied December delivery figure of approximately 415k. The reported 418k suggests that, when normalizing for the tax credit timing, quarter-over-quarter growth has been consistently down ~5%. Importantly, this ~5% decline represents an improvement from the ~13% declines seen in both the March and June 2025 quarters.“
Tesla’s United States market share
Munster also estimated that Q4 as a whole might very well show a notable improvement in Tesla’s market share in the United States.
“Over the past couple of years, based on data from Cox Automotive, Tesla has been losing U.S. EV market share, declining to just under 50%. Based on data for October and November, Cox estimates that total U.S. EV sales were down approximately 35%, compared to Tesla’s just reported down 16% for the full quarter. For the first two months of the quarter, Cox reported Tesla market share of roughly a 65% share, up from under 50% in the September quarter.
“While this data excludes December, the quarter as a whole is likely to show a material improvement in Tesla’s U.S. EV market share.“
Elon Musk
Tesla analyst breaks down delivery report: ‘A step in the right direction’
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026,” Ives wrote.
Tesla analyst Dan Ives of Wedbush released a new note on Friday morning just after the company released production and delivery figures for Q4 and the full year of 2025, stating that the numbers, while slightly underwhelming, are “better than feared” and as “a step in the right direction.”
Tesla reported production of 434,358 and deliveries of 418,227 for the fourth quarter, while 1,654,667 vehicles were produced and 1,636,129 cars were delivered for the full year.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Interestingly, the company posted its own consensus figures that were compiled from various firms on its website a few days ago, where expectations were set at 1,640,752 cars for the year. Tesla fell about 4,000 units short of that. One of the areas where Tesla excelled was energy deployments, which totaled 46.7 GWh for the year.
🚨 Wedbush’s Dan Ives has released a new note on Tesla $TSLA:
“Tesla announced its FY4Q25 delivery numbers this morning coming in at 418.2k vehicles slightly below the company’s consensus delivery estimate of 422.9k but much better than the whisper numbers of ~410k as the…
— TESLARATI (@Teslarati) January 2, 2026
In terms of vehicle deliveries, Ives writes that Tesla certainly has some things to work through if it wants to return to growth in that aspect, especially with the loss of the $7,500 tax credit in the U.S. and “continuous headwinds” for the company in Europe.
However, Ives also believes that, given the delivery numbers, which were on par with expectations, Tesla is positioned well for a strong 2026, especially with its AI focus, Robotaxi and Cybercab development, and energy:
“This will be viewed as better than feared deliveries and a step in the right direction for the Tesla story heading into 2026. We look forward to hearing more at the company’s 4Q25 call on January 28th. AI Valuation – The Focus Throughout 2026. We believe Tesla could reach a $2 trillion market cap over the coming year and, in a bull case scenario, $3 trillion by the end of 2026…as full-scale volume production begins with the autonomous and robotics roadmap…The company has started to test the all-important Cybercab in Austin over the past few weeks, which is an incremental step towards launching in 2026 with important volume production of Cybercabs starting in April/May, which remains the golden goose in unlocking TSLA’s AI valuation.”
It’s no secret that for the past several years, Tesla’s vehicle delivery numbers have been the main focus of investors and analysts have looked at them as an indicator of company health to a certain extent. The problem with that narrative in 2025 and 2026 is that Tesla is now focusing more on the deployment of Full Self-Driving, its Optimus project, AI development, and Cybercab.
While vehicle deliveries still hold importance, it is more crucial to note that Tesla’s overall environment as a business relies on much more than just how many cars are purchased. That metric, to a certain extent, is fading in importance in the grand scheme of things, but it will never totally disappear.
Ives and Wedbush maintained their $600 price target and an ‘Outperform’ rating on the stock.
Tesla CEO Elon Musk drops massive bomb about Cybercab
Tesla Q4 delivery numbers are better than they initially look: analyst
