Ride the Lightning: Tesla and EV Podcast

Episode 534: Tesla Q3 Earnings Call Highlights and Analysis

32 snips

Oct 26, 2025

Elon Musk, the CEO of Tesla and SpaceX, shares insights into Tesla's strategic future. He discusses the ambitious timelines for deploying robotaxis and the demand for Megapacks as energy storage booms. Musk reveals developments on AI advancements and the technical hurdles in bringing the Optimus robot to market. He also touches on Tesla’s projected production targets, updates on the Cybertruck, and the strong demand for Tesla’s solar panels. This captivating conversation highlights Tesla's innovative direction and challenges ahead.

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INSIGHT

AI As Tesla's Strategic Center

Tesla positions AI as the core differentiation across cars, energy, and robotics.
The shareholder letter stresses scaling hardware to unlock AI-driven services and value over time.

ANECDOTE

Host Questions Cybertruck's Trajectory

Ryan questions Cybertruck's momentum after total production fell 5% year over year.
Q3 EV pickup data showed Cybertruck deliveries at ~5,385 units, down 62% year over year.

INSIGHT

Energy And Charging Are Major Growth Engines

Energy storage deployments grew 81% year over year, driving record revenue and cash flow.
Tesla added roughly 3,000–3,500 Supercharger stalls in Q3, sustaining charging network growth.

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Tesla held its Q3 earnings call, and as always I've got a recap, highlight clips, and analysis of everything the Tesla executives talked about on the call. Plus: Model S and X return to Europe, Cybercab gets a production start window, and more!

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