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Tesla top 5: Week in review, February 4
Tesla Model S real-world safety demonstrated after violent rear-end collision
A Reddit user recently posted photos of a Tesla Model S that had a rear-end collision with a Volvo truck. The post concurred with an Insurance Institute of Highway Safety crash test result for the Tesla Model S in which it earned only an “acceptable” rating on its rear crash test. To look at the Reddit photo, one might think that the Tesla Model S does quite well. With a curb weight of 4,647 pounds, the Model S has mass that helped it stand up to a 10-ton truck. The 1,200-lb. flat battery pack strapped to the frame likely was a positive factor, as it reinforces the structural integrity of the vehicle. The Reddit post’s author reported that the driver of the Model S walked away from the collision safe and believes the Tesla saved his life.
Welcome to Tesla, Inc.: We’re more than just electric cars
Tesla announced a corporate name change this week from “Tesla Motors” to “Tesla.” At the time of the company’s founding, the company was positioned as an alternative automobile company. Now, over a decade later, much has changed. With the revised moniker, Tesla confers a broader range of products and services, so that its market reach is much more extensive. Whether it is solar roof tiles, residential and commercial battery systems, or future endeavors such as semi-trucks, electric buses, ride sharing, and tunnel boring, the name Tesla speaks to the company’s overarching goals of clean energy efforts. Musk has repeated how his company will “create stunning solar roofs with seamlessly integrated battery storage, expand the electric vehicle product line to address all major segments, develop a self-driving capability that is 10X safer than manual via massive fleet learning, [and] enable your car to make money for you when you aren’t using it.” The name change now represents that social justice sustainability mission.
Tesla will release 4Q and ’16 full year financial result on February 22
Tesla has announced that on February 22, 2017, it will release Q4 2016 and full year 2016 financial results. First, Tesla will issue a brief advisory, which will include a link to the Q4 as well as a full year 2016 update letter. Each will be posted on the Tesla IR website. To accompany those data releases, the Tesla management will hold a live question and answer webcast that day, scheduled at this writing for 2:30 p.m. Pacific Time (5:30pm Eastern Time). Topics will include the company’s 2016 financial and business results and 2017+ outlook.
Tesla Model S crash test result misses top safety rating by IIHS
The Tesla Model S large luxury sedan earned good ratings in all Insurance Institute for Highway Safety (IIHS) “crashworthiness evaluations” except one: the challenging small overlap front crash test. In that evaluation, it earned just an acceptable rating. Even through Tesla had lengthened the side curtain airbags to improve small Model S overlap protection, it confronted testing issues when the safety belt allowed the dummy’s torso to move too far forward. The results indicated that duplicated real-world injuries would be “possible.” The ratings for the Model S apply to 2016 and 2017 cars built after October 2016. Tesla did make a production change on Jan. 23, 2017 to address the head-contact problem, so IIHS has said they will test the updated vehicle for small overlap protection.
Tesla Gigafactory in Lithuania reimagined within Minecraft game
Tesla’s mission to accelerate the world’s transition to sustainable energy requires production of lithium ion batteries to power their electric vehicles. The Tesla Gigafactory in Nevada began construction on November 4, 2014 and is expected to begin battery cell production by the end of this year. Even before that target production goal, however, Tesla is surveying European locations for a second Gigafactory. Lithuania would like to be chosen as that illustrious manufacturing site, so, to persuade Tesla it is the right fit, a team of Minecraft designers spent two days building a virtual model of Tesla’s Gigafactory. They envisioned Kruonis, Lithuania as the ideal spot for construction due to its “free economic zone, close to two international airports, within close radius of 1.3 million inhabitants.” Sustainable energy sources such as wind power were noted as a perk. Teams from several other European nations are also pitching their concepts to Tesla in the hopes that the next Gigafactory, with its associated job creation, will be in their neighborhoods.
Tesla Cybercab units finally got a definitive date for when they will be able to be purchased by consumers, 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
