**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.
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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
