News
Tesla Semi dominates in real-world tests during Run on Less event
The Tesla Semi outperformed its rivals in real-world tests, demonstrating its advantages in range, charging efficiency, and performance by a significant margin. The results of the Tesla Semi placed a definitive period on the issue of whether battery electric trucks are feasible for the transport sector.
During the Run on Less event, which was organized by the North American Council for Freight Efficiency, a Tesla Semi operated by PepsiCo Inc. traveled 1,076 miles in a single day with three relatively brief 750-kW fast charging sessions. The charging sessions brought the Tesla Semi’s charge to roughly 47%, then 89%, and then 52%.
More importantly, PepsiCo said 60% of the miles driven by the Tesla Semi over the 18 days were with a gross vehicle weight of more than 70,000 pounds. That’s pretty close to the 82,000-pound limit for Class 8 trucks like the Tesla Semi, and a typical weight for the logistics industry, as noted in an Automotive News report.
The Tesla Semi also outperformed its peers at the Run on Less event for the average number of miles traveled per day. Amanda DeVoe, director of PepsiCo’s fleet transformation and strategy, noted that the company was quite happy with the Tesla Semi’s performance.
“When we looked at the metrics during the run, we were very pleased with how the Semi performs. What was most meaningful is that the Semi aligned with how our business operates,” DeVoe said.
John Boesel, CEO of Calstart, a clean transportation organization, praised Tesla Semi’s charging capabilities. “Tesla is the leader in terms of performance and range. They are also the only ones demonstrating superfast charge capability,” Boesel said.
Overall, PepsiCo’s best-performing Tesla Semi traveled an average of 574 miles per day over the course of 18 days. The next best non-Tesla vehicle was WattEV’s Nikola Tre BEV, which traveled an average of 255 miles per day. OK Produce’s Freightliner eCascadia averaged 181 miles per day, and the Performance Team’s best-performing Volvo VNR Electric averaged 175 miles per day.
Tesla is still ramping up production of the Semi, but it is expected to play a major role in the transition to sustainability if the EV maker is able to ramp its production properly. California has already approved the Advanced Clean Fleets regulation, which will phase out internal combustion engine truck sales by 2036, so the opportunity is definitely there.
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Investor's Corner
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Tesla (NASDAQ:TSLA) has reported its Q4 2025 production and deliveries, with 418,227 vehicles delivered and 434,358 produced worldwide. Energy storage deployments hit a quarterly record at 14.2 GWh.
Tesla’s Q4 and FY 2025 results were posted on Friday, January 2, 2026.
Q4 2025 production and deliveries
In Q4 2025, Tesla produced 422,652 Model 3/Y units and 11,706 other models, which are comprised of the Model S, Model X, and the Cybertruck, for a total of 434,358 vehicles. Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Energy deployments reached 14.2 GWh, a new record. Similar to other reports, Tesla posted a company thanked customers, employees, suppliers, shareholders, and supporters for its fourth quarter results.
In comparison, analysts included in Tesla’s company-compiled consensus estimate that Tesla would deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems in Q4 2025.
Tesla’s Full Year 2025 results
For the full year, Tesla produced a total of 1,654,667 vehicles, comprised of 1,600,767 Model Y/3 and 53,900 other models. Tesla also delivered 1,636,129 vehicles in FY 2025, comprised of 1,585,279 Model Y/3 and 50,850 other models. Energy deployments totaled 46.7 GWh over the year.
In comparison, analysts included in Tesla’s company-compiled consensus expected the company to deliver a total of 1,640,752 vehicles for full year 2025. Analysts also expected Tesla’s energy division to deploy a total of 45.9 GWh during the year.
Tesla will post its financial results for the fourth quarter of 2025 after market close on Wednesday, January 28, 2026. The company’s Q4 and FY 2025 earnings call is expected to be held on the same day at 4:30 p.m. Central Time.
Elon Musk
Starlink achieves major milestones in 2025 progress report
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets.
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets. The company also completed deployment of its first-generation Direct to Cell constellation, launching over 650 satellites in just 18 months to enable cellular connectivity.
SpaceX highlighted Starlink’s impressive 2025 progress in an extensive report.
Key achievements from Starlink’s 2025 Progress
Starlink connected over 4.6 million new customers with high-speed internet while bringing service to 35 more regions worldwide in 2025. Starlink is now connecting 9.2 million people worldwide. The service achieved this just weeks after hitting its 8 million customer milestone.
Starlink is now available in 155 markets, including areas that are unreachable by traditional ISPs. As per SpaceX, Starlink has also provided over 21 million airline passengers and 20 million cruise passengers with reliable high-speed internet connectivity during their travels.
Starlink Direct to Cell
Starlink’s Direct to Cell constellation, more than 650 satellites strong, has already connected over 12 million people at least once, marking a breakthrough in global mobile coverage.
Starlink Direct to Cell is currently rolled out to 22 countries and 6 continents, with over 6 million monthly customers. Starlink Direct to Cell also has 27 MNO partners to date.
“This year, SpaceX completed deployment of the first generation of the Starlink Direct to Cell constellation, with more than 650 satellites launched to low-Earth orbit in just 18 months. Starlink Direct to Cell has connected more than 12 million people, and counting, at least once, providing life-saving connectivity when people need it most,” SpaceX wrote.
News
Tesla Giga Nevada celebrates production of 6 millionth drive unit
To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo.
Tesla’s Giga Nevada has reached an impressive milestone, producing its 6 millionth drive unit as 2925 came to a close.
To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo.
6 million drive units
The achievement was shared by the official Tesla Manufacturing account on social media platform X. “Congratulations to the Giga Nevada team for producing their 6 millionth Drive Unit!” Tesla wrote.
The photo showed numerous factory workers assembled on the production floor, proudly holding golden balloons that spelled out “6000000″ in front of drive unit assembly stations. Elon Musk gave credit to the Giga Nevada team, writing, “Congrats on 6M drive units!” in a post on X.
Giga Nevada’s essential role
Giga Nevada produces drive units, battery packs, and energy products. The facility has been a cornerstone of Tesla’s scaling since opening, and it was the crucial facility that ultimately enabled Tesla to ramp the Model 3 and Model Y. Even today, it serves as Tesla’s core hub for battery and drivetrain components for vehicles that are produced in the United States.
Giga Nevada is expected to support Tesla’s ambitious 2026 targets, including the launch of vehicles like the Tesla Semi and the Cybercab. Tesla will have a very busy 2026, and based on Giga Nevada’s activities so far, it appears that the facility will be equally busy as well.
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Starlink achieves major milestones in 2025 progress report
