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Tesla Q2 Shareholder Conference Call Is Downbeat

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The Tesla Q2 shareholder conference call on August 5 revealed a smaller than expected loss per share but with risk that the company may miss its delivery forecast of 55,000 units for the year. Tesla reported 11,532 Model S sedans delivered in the 2nd quarter and expects the same amount to be delivered in Q3, thus trimming its guidance from “50,000 to 55,000” units for the year.

Speaking to Business Insider, Matt Argersinger of Motley Fool writes, “It looks like Model X production and supply issues are hindering production confidence for the remainder of the year. They’re expecting the same number of deliveries in Q3 as in Q2, which means they’ll need almost 17,000 deliveries in Q4 just to hit the low end of the range. That’s going to be a tall order, especially if they run into unexpected production issues.”

Model X

One of the biggest questions surrounding the company is when deliveries of the Model X SUV will begin. Officially, the company says it will deliver a “small” number of Model X cars in the 3rd quarter.

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The company suggests that some delays getting parts from outside suppliers have slowed down the building of the final validation versions of the Model X. CEO Elon Musk did admit the roll out of the Model X will be “challenging”.

In its Q2 shareholder letter, Tesla states:

“While our equipment installation and final testing of Model X is going well, there are many dependencies that could influence our Q4 production and deliveries. We are still testing the ability of many suppliers to deliver high quality production parts in quantities sufficient to meet our planned production ramp. Since production ramps rapidly late in Q4, a one-week push out of this ramp due to an issue at even a single supplier could reduce Model X production by approximately 800 units for the quarter. Furthermore, since Model S and Model X are produced on the same general assembly line, Model X production challenges could slow Model S production. Simply put, in a choice between a great product or hitting quarterly numbers, we will take the former. To build longterm value, our first priority always has been, and still is, to deliver great cars.”

Looking Ahead

In 2016, Tesla will have the capacity to build approximately 1,000 Model S and 1,000 Model X cars per week. That mix may vary somewhat as the needs of the marketplace dictate. Initially, more Model X units may be produced than Model S, simply because of pent up demand for the SUV. Musk was at pains to explain that actual production is often somewhat less than full capacity.

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Musk did not give a precise date for when the next firmware update, which will enable the Auto-Steer and Self-Park systems, will take place. He would only say that it should happen in the next few months.

Tesla Energy

Tesla is expecting to ramp up its production of its PowerWall and PowerPack products in the 4th quarter. The company has approximately a billion dollars worth of orders pending for the PowerWall and expects that business to grow to a few billion dollars per year by 2017.

When asked what proportion of the energy storage business would be for retail customers, the company indicated that its retail business may be higher than expected and perhaps reach as much as 70% of all orders. The company went on to say that utility scale energy storage could eventually make it possible to shut down half of the world’s electricity generating facilities.

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Tesla stock was down by as much as 8% in after hours trading.

 

"I write about technology and the coming zero emissions revolution."

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Tesla begins factoring international designs in Full Self-Driving visualization

Tesla has begun incorporating region-specific vehicle designs into its Full Self-Driving (FSD) visualization system, marking a quiet but meaningful step toward global readiness. In software update 2026.14, released as part of the Spring Update, European Tesla owners are now seeing flat-fronted, cab-over European-style semi-trucks rendered accurately on their center displays.

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@norbertcala on X via Not a Tesla App

Tesla has begun factoring international designs into its Full Self-Driving (Supervised) visualizations, marking a tremendous step in how the company plans to roll out its driver assistance tech in areas outside North America.

Tesla has begun incorporating region-specific vehicle designs into its Full Self-Driving (FSD) visualization system, marking a quiet but meaningful step toward global readiness. In software update 2026.14, released as part of the Spring Update, European Tesla owners are now seeing flat-fronted, cab-over European-style semi-trucks rendered accurately on their center displays.

The change, first spotted by Not a Tesla App, adds a second 3D model alongside the traditional North American long-nose semi-trucks that have been standard until now. Vehicles can detect and display both styles depending on what’s in front of them, and the feature requires no FSD subscription—every Tesla owner in Europe sees it immediately.

The European semi-truck visualization was actually added to the vehicle software back in October alongside roughly fifteen new visual assets.

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Tesla Full Self-Driving gets first-ever European approval

Tesla held it in reserve, activating it only once fleet data confirmed the AI could recognize these trucks with high confidence. This mirrors recent rollouts for horses and golf carts, where Tesla similarly waited for reliable detection before enabling the graphics. The result is a more realistic on-screen representation tailored to local roads, where cab-over designs dominate heavy transport.

The significance of this update extends far beyond a simple graphics tweak, which is really what people need to be paying attention to. These small, incremental steps forward continue to show Tesla’s intent for global expansion.

For the first time, Tesla is explicitly factoring international vehicle designs into its visualization engine, signaling a deliberate push to make FSD feel native in international markets.

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In Europe, where cab-over semis are commonplace, seeing an accurate rendering builds immediate driver trust—the critical bridge between the car’s AI perception and the human behind the wheel. Accurate visualizations reinforce that the system truly understands its surroundings, reducing range anxiety and skepticism that have slowed autonomous adoption abroad.

Regulators in the EU have repeatedly emphasized human-AI transparency; by customizing visuals to match local reality, Tesla strengthens its case for broader FSD approvals and smoother regulatory reviews.

This move also highlights Tesla’s data-driven engineering philosophy. Rather than rushing generic models worldwide, the company is leveraging its global fleet to learn regional nuances before flipping the switch.

It accelerates FSD’s international expansion while improving safety—misidentified vehicles could erode confidence or, in edge cases, affect decision-making. For a company aiming to deploy robotaxis and unsupervised FSD globally, tailoring visualizations to European, Asian, or other markets is no longer optional; it’s foundational.

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Early European owners report the change feels more intuitive, making the car’s “mind” easier to read in daily traffic.

As Tesla continues enabling the remaining visual assets added last year, the pattern is clear: localization is now baked into the FSD roadmap. What began as a small graphics update in Europe could soon appear in other regions, turning the visualization display into a truly worldwide language of autonomy.

With this step, Tesla isn’t just showing trucks differently—it’s proving it’s serious about making FSD work everywhere, one culturally accurate pixel at a time.

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Tesla adds new in-app feature to solve the used EV market’s biggest headache

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Teslas Supercharging
Credit: Tesla

Tesla has quietly rolled out one of its most practical software updates yet — and it could add real dollars to every used Model 3, Y, S, and X on the road.

Starting with the latest Tesla app version, owners now receive an official “Certification of Repaired HV Battery” whenever Tesla performs a major high-voltage battery repair or full replacement. The digital certificate appears directly in the vehicle’s Service History tab inside the Tesla app.

It’s permanent, verifiable, and downloadable as a PDF, so sellers can hand it over to buyers in seconds.

For years, the used EV market has suffered from one glaring problem: nobody could prove what happened to the battery.

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Service invoices often vanish when a car changes hands. Third-party battery-health scans are expensive and inconsistent. Buyers, staring at a car with 80,000 miles and an 8-year warranty ticking down, would negotiate hard — or walk away entirely — because the battery is the single most expensive part of any Tesla.

That uncertainty routinely shaved thousands off resale values and slowed the entire secondhand market.

Now Tesla has eliminated the guesswork. The new certificate, which was spotted by Tesla App Updates, logs exactly what work was done, when, and by whom. It lives inside the car’s digital profile forever, exactly where any future owner will look. No more digging through old emails or hoping the previous owner kept paperwork.

The outlet describes why the update is so important:

  • Official Digital Certificates: The string “Certification of Repaired HV Battery” confirms that if your vehicle undergoes a major battery repair or replacement, Tesla will now issue an official, verifiable digital certificate documenting the work.
  • Service History Integration: Strings such as viewRepairedBatteryCert and repairedBatteryCertId indicate that this document won’t be lost in an old email thread. It will be permanently anchored to your vehicle’s profile inside the app’s Service History tab.
  • Easy Exporting: The service_history_repaired_battery_cert_download_fail error state indicates you will be able to download this certificate directly to your phone as a file (likely a PDF) to share with others.

Sellers who have already replaced packs under warranty are especially excited; they can now prove the vehicle received a fresh Tesla battery without any gray-area questions.

The timing couldn’t be better. As more Teslas roll off 8-year/100,000- or 120,000-mile battery warranties, the used market is exploding. Lenders, insurers, and even auction houses have quietly asked for better battery documentation for years. Tesla’s certificate hands it to them on a silver platter.

For current owners, the feature adds peace of mind and protects long-term value. For buyers, it removes the single biggest risk in any used EV purchase. And for Tesla itself, it quietly strengthens the entire ownership ecosystem — making vehicles more liquid, more desirable, and more valuable over time.

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In an industry obsessed with range numbers and 0-60 times, Tesla just proved that sometimes the biggest innovation is a simple line in the Service History tab. One small certificate, one giant step for used-EV confidence.

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Tesla reigns supreme in the heaviest EV market on Earth

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Credit: Grok Imagine

In the global race toward electrification, Norway stands unchallenged as the world’s most mature EV market.

In the first quarter of this year, EVs captured a staggering 97.9 percent market share, with plugin EVs reaching 98.6 percent. Out of 27,175 new vehicles registered, non-BEV powertrains have been reduced to statistical noise—petrol and hybrids combined accounted for fewer than 80 units.

At the heart of this transformation is Tesla.

The Model Y dominated overall vehicle sales with 5,406 units, outselling the next five best-selling non-Tesla models combined. The refreshed Model 3 followed in second place with 2,010 units, giving Tesla a commanding one-two finish. Toyota’s bZ4X placed third with 1,400 units, while Volvo’s EX40 and others trailed further back.

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This dominance is no fluke. Norway has spent decades building the infrastructure and policy framework that makes EVs the rational choice. Generous tax incentives, exemption from VAT, reduced tolls, free ferries for EVs, and a dense charging network have turned the country into a living laboratory for mass adoption. High fuel prices—often exceeding $8 per gallon—further tilt the economics decisively toward electricity.

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The result is a market where choosing anything but an EV feels increasingly anachronistic. Diesel and petrol cars have all but vanished from new registrations. Even plug-in hybrids, once a transitional favorite, have collapsed to 0.7 percent share.

Chinese brands like XPeng, BYD, and Zeekr are making inroads, while legacy European and Japanese automakers scramble to field competitive BEVs. Yet Tesla’s combination of range, performance, software, Supercharger network, and brand cachet continues to set the benchmark.

Norway’s Q1 figures come after a volatile start to 2026 caused by VAT changes that pulled forward sales into late 2025. The market rebounded strongly in March, underscoring underlying demand. Tesla’s Q1 performance in the country also jumped significantly year-over-year, reinforcing its position even as competition intensifies.

What happens in Norway rarely stays there. The country has long served as a bellwether for EV trends across Europe and beyond.

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Its near-total transition demonstrates that when incentives align with infrastructure and consumer economics, adoption accelerates dramatically. For automakers, Norway signals a future where success hinges not on legacy powertrains but on delivering compelling electric vehicles at scale.

As other nations ramp up their own EV ambitions, Tesla’s continued reign in the world’s heaviest EV market sends a clear message: in a fully mature electric future, the company that started the revolution remains the one to beat. With the Model Y still the best-selling vehicle overall—quarter after quarter—Norway’s roads are a rolling testament to Tesla’s enduring leadership.

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