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Tesla Model Y first deliveries expected in February, Performance variants first
Tesla Model Y deliveries will reportedly start next month with customers who ordered the Performance variant of the much-awaited electric crossover getting the first dibs. The Long Range All-Wheel Drive version will arrive in March or April, and deliveries of the full lineup set to be completed by Q3 this year.
The latest Model Y news was shared by Redditor u/Quaf4 who got a call from an employee at Tesla Oakville in Ontario, Canada on Tuesday.
“I just received a phone call from an employee at Tesla Oakville, ON who was calling to guide me through the upcoming delivery process for my Model Y. I asked when to expect delivery and he told me that the Performance variant will start deliveries next month, and that I could expect my LR AWD in March/April,” u/Quaf4 wrote. “Interesting to hear it officially from an employee, rather than pure speculation from media sources. NEXT MONTH.”
UPDATED: Tesla $TSLA shares soar following confirmation of Model Y first deliveries and breakout Q4 2019 results
With this confirmation from a presumed Tesla employee, it appears Tesla CEO Elon Musk and his team underpromised and will over-deliver in terms of the Model Y production schedule. The electric crossover was first set to hit production in Fall 2020 and it was later moved up to Summer 2020. And now, it seems Model Y buyers will get their units sooner than expected.
Every Tesla Model Y sighting so far: Subtle refinements from unveiling event to today
If Tesla indeed delivers soon, the Silicon Valley-based electric carmaker might have hit a jackpot in terms of production efficiency. Elon Musk said during a recent Gigafactory 3 event in China that they use advanced manufacturing technologies for the Model Y.
“Model Y will also have some advanced manufacturing technology that we will reveal in the future. I think it will be exciting to show the kind of manufacturing technology associated with the Model Y and it will be exciting to learn about these technologies,” Musk said.
There have been Tesla Model Y rumors recently that deliveries will happen in two weeks and this latest information from a soon-to-be Tesla Model Y owner seems to corroborate that earlier report. Coincidentally, the Tesla Q4 2019 Financial Results and earnings call is set for 3:30 PM PST on Jan. 29 and the electric vehicle community might officially hear an announcement they have been waiting for from Elon Musk and his team about the imminent Model Y delivery.
The confirmation from the Tesla employee is also consistent with the estimate that the Model Y Performance version will be delivered soon following the publication of its certificate from the California Air Resources Board (CARB) on Jan. 9. Tesla fans recalled that the first deliveries of the Model 3 in 2017 also happened less than a month after its CARB certificate was published. Likewise, the VINs have also been registered by Tesla with the National Highway Traffic Safety Administration (NHTSA), another hint that Model Y deliveries are really happening soon.
The recent sightings of Tesla Model Y units that are almost production-ready could have been a big clue that the next big thing of Tesla will soon officially hit the road. Perhaps imminent delivery could also be the reason why a Tesla employee allowed a Tesla Model 3 owner to check out the interior of the Model Y while Supercharging in San Luis, Obispo California over the weekend.
Tesla’s Fremont factory will produce the Model Y units but the carmaker is also getting ready for its production at the Gigafactory 3 in Shanghai. Once operational, the Gigafactory 4 in Germany will also produce about 150,000 Model Ys during its initial phase of production.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a massive beat on vehicle deliveries for the second quarter, delivering 489,126 vehicles and building 451,758 cars during the three-month span.
This was a major shock for those on Wall Street as they anticipated somewhere around 400,000 deliveries for the quarter, and showed Tesla still has plenty of demand for its vehicles around the world and in the U.S. despite losing the $7,500 EV Tax Credit last year.
Tesla Q2 2026 Earnings Results
- Non-GAAP EPS – $0.33 reported vs. $0.53 expected
- Revenues – $28.236 billion reported vs. $26.4 billion expected
- Free Cash Flow- -$1.092B
- Profit -$ 4.751B
Tesla (beat/missed) analyst expectations, so the market response to the company’s quarter is what we will look for next.
Tesla shares closed today down just over 1 percent, trading at $374.01.
In the past, it has been anyone’s guess with what Tesla shares will do after they report earnings. Strong quarters have resulted in sharp drops, while lackluster quarters have seen the stock shoot up considerably.
Tesla will hold its Q2 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q2 2026 Earnings Call https://t.co/zZS6ii2TWK
— Tesla (@Tesla) July 22, 2026
Tesla is about to make parking in busy parking lots at businesses and other points of interest less stressful than ever by allowing drivers more control over where they park and how, CEO Elon Musk confirmed on X.
Tesla has been working to improve the parking performance of vehicles utilizing the Full Self-Driving suite, but now it is looking to add more customization, allowing drivers to choose the specific space they park in, but also potentially the orientation the car pulls into the spot:
It’s coming soon
— Elon Musk (@elonmusk) July 21, 2026
Musk has reiterated on X twice over the past several weeks that Tesla is working to make things with the FSD suite based more on the driver’s specific preferences and behaviors that were seen in past drives.
Essentially, it sounds like if you tend to park away from a business to avoid other vehicles, Tesla FSD will soon recognize that preference of yours and start parking further away as well. Additionally, the prospect of assigned parking spaces has been something many owners have voiced concerns about.
Living in a community with assigned parking spaces makes using FSD incredibly difficult as it will rarely park in the correct spot when there are so many to choose from. This is also pertinent in work settings where there are sometimes assigned parking spaces.
The updates to Tesla’s Full Self-Driving suite in terms of listening to driver preferences with parking are also extending to routing. Tesla announced yesterday that with the release of its 2026 Summer Update, it was adding Automatic Navigation and Preferred Routes:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla has always maintained the idea that any human input is bad input, and that, ideally, Tesla Full Self-Driving will always make the right decision. Of course, this is all in theory, but the issue is that so many of Tesla’s interventions have come because it does something that is not necessarily wrong, but perhaps not what the driver would prefer.
Taking these preferences into account will help Tesla alleviate some of the potentially unnecessary interventions that drivers perform.
Tesla is starting to prepare for the launch of the Optimus robot in its smartphone app, new coding strings show. Elon Musk has referred to Optimus as what will be the greatest-selling product of any kind of all time, and now, Tesla is getting ready for its launch.
Tesla’s smartphone app had several first-time mentions of the Optimus program, according to Tesla App Updates, who intially reported on the appearance. Here’s what they found:
A Dedicated “Robot” Phone Key Authentication
Tesla is working on a Bluetooth Low Energy, or BLE, authentication that is specifically for robots. This does not only apply to Optimus, though, as Robotaxi, which is Tesla’s autonomous ride-hailing platform, might also identify vehicles within the fleet as robots as well.
Tesla shows rapid teardown of Model S and X lines, paving the way for Optimus at Fremont
Essentially, pairing your phone as a key to anything Tesla identifies as a robot to a “whitelist” of authorized devices. Optimus, Robotaxi, or other products that fall into this category will only respond if the device trying to communicate with it is authorized.
This is a great security feature that will eliminate at least face-value and low-level threats.
Home Data Collection and System Alerts
This appears to be somewhat of a neural network for Optimus within your house. There will be a dedicated screen that asks for consent to collect both video and spatial data while Optimus performs in-home tasks. Everything from vacuuming, washing dishes, dusting, and other activities will be tracked.
There will also be a comprehensive alert system that will track everything from low battery to mechanical issues.
Other Changes
Most of the changes tracked in this particular app update are related to Tesla’s 2026 Summer Update, and include things such as image assets for new features, a preview of the new custom wraps feature, and other unique features.
You can check out our coverage on what is included with the 2026 Summer Update here:
Tesla reveals 2026 Summer Update with crazy fixes to Nav and more
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla is about to make parking in busy lots less stressful than ever
