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10,000 Toyota drivers sign petition urging company to commit to EVs: ‘Put our future before your profits’
Over 10,000 Toyota drivers have signed a petition with over 110,000 signatures urging the Japanese car maker to embrace electrification efforts and stop “lobbying to prevent electric vehicle mandates and clean air laws.”
10,500 of the 110,000 signatures come from current Toyota customers who are displeased with the company’s lack of commitment to developing sustainable powertrains. Toyota, which pushed against mandates for zero-emissions guidelines by 2035 in the past, committed to a 100 CO2 reduction in Europe by 2035. However, InfluenceMap analysts have stated Toyota is working harder than any other automotive company to stagnate progress on electric vehicles. It plans for only 14 percent of its total production to be electrified by the end of the decade. Toyota would miss its commitments to the Paris Agreement.
In November, InfluenceMap listed Toyota as the third-most negative and influential company against climate policies, following only ExxonMobil and Chevron. A month later, Toyota announced its plans to transition a minimum of 50 percent of its vehicles in Western Europe to zero-emissions by 2030:
“Moving beyond 2030, we expect to see further ZEV demand acceleration, and Toyota will be ready to achieve 100% CO2 reduction in all new vehicles by 2035 in Western Europe, assuming that sufficient electric charging and hydrogen refueling infrastructures are in place by then, together with the renewable energy capacity increases that will be required.” – Matt Harrison, President & CEO Toyota Motor Europe.
It is not up for much debate whether Toyota was committed to EVs a year ago because their plans simply did not include a dedicated lineup of sustainable vehicles. Instead, Toyota focused on hydrogen fuel cell powertrains.
Despite Toyota making changes to its EV plans and even unveiling the new bZ4X in mid-April, owners are still not wholly convinced of the company’s commitments and are urging the automaker to take a more serious tone when it comes to electrified options.
Toyota officially launches the bZ4X, its first full EV in nearly a decade
On a petition titled “Toyota is Fueling the Climate Crisis,” 110,044 people have signed as a recognition of their discontent with the company’s EV commitments. InfluenceMap’s latest review still has Toyota as the top carmaker lobbying against ambitious climate and clean air laws.
“Laggard automakers, such as Toyota (D) and Nissan (D+), which are forecast to have the lowest percentage of zero-emissions fleet-wide vehicle production in 2029 (14% and 22% respectively), also have the most negative climate policy engagement,” the report said.
Amongst the signees, comments regarding the company’s relatively lackluster plans have catalyzed a number of owners to consider axing the company altogether if it doesn’t make a more solidified commitment to sustainability. “We own a Prius and a Corolla and are loyal Toyota customers, however, we are disappointed and upset that Toyota is not supporting a zero-emissions target in the EU,” one person who signed the petition said. “Please put our future before your profits and support the EU emissions goals. Otherwise, many loyal customers like us will stop buying Toyotas and move to other brands that are more environmentally responsible.”
“I drive a Prius, and I am telling you to stop lobbying against extending our use of fossil fuels…You must realize you are ruining the future of our children. I will sell your car if you persist in this idiocy,” another comment said.
Toyota continues to put out EV production projections, which are lofty and, as the world’s largest car manufacturer, seem to be considerable. However, Toyota still maintains the fastest way to reduce CO2 emissions is through hybrid vehicles and not rapid electrification. Toyota has massive plans to expand to around 70 electrified models by 2025, but only 15 of these will be fully electric.
Seven of the fifteen will feature the bZ brand moniker. “his diverse portfolio of electrified products will help propel Toyota toward its goal of carbon neutrality by 2050,” the company said in April. “Globally, Toyota has put more than 20 million electrified models on the road – with a CO2 emissions reduction effect equivalent to the CO2 emissions reduction of over 5.5 million BEVs. Over the next nine years, Toyota will invest $70+ billion in electrified vehicles as a whole with the target to launch 3.5 million BEVs globally in 2030.”
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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
