What is the market's earnings forecast for Tesla next quarter?

Did Tesla beat or miss consensus estimates last quarter?

What guidance did Tesla's management provide for the next earnings period?

What is Tesla's latest dividend and current dividend yield?

What were the key takeaways from Tesla's earnings call?

What were the key takeaways from Tesla’s earnings call?

What is the revenue and EPS growth rate for Tesla year over year?

What factors drove the changes in Tesla's revenue and profit?

- **AI-Driven Growth**: FSD adoption accelerating, with Austin Robotaxi safety drivers removed by end-2025 and 8+ metro launches.
- **Energy Storage Leadership**: Megapack 3/4 deployments hitting records, targeting grid efficiency improvements via 35kV direct output.
- **Optimus Production Ambitions**: 1M+ annual units by late 2026, requiring vertical integration for hand/forearm actuation.
- **Financial Strength**: $4B+ Q3 free cash flow, 29% automotive revenue growth, despite $400M+ tariffs.
- **Strategic Risks**: ISS/Glass Lewis influence over shareholder votes could derail AI/robot strategy, prompting Elon's 20%+ voting control push.

**【CEO Opening Remarks】**
- Tesla is at a critical inflection point with AI integration, positioning itself as a leader in real-world AI applications.
- Full Self-Driving (FSD) deployment is accelerating, with plans to expand production as unsupervised FSD clarity is achieved.
- Energy storage (Megapack) is transforming grid efficiency, enabling a doubling of energy output without new power plants.
- Optimus humanoid robots are nearing production readiness, with V3 expected in Q1 2026, targeting 1 million units annually by late 2026.
- The company aims to achieve 'sustainable abundance' through AI-driven automation in transportation and healthcare.

**【CFO Financial Commentary】**
- Q3 2025 revenue set new records across all regions, driven by 29% sequential growth in automotive deliveries.
- Automotive margins (15.4%) improved due to cost reductions and higher volumes, despite $400M+ tariff impacts.
- Energy storage gross profit and deployments hit records, though facing tariff and competition headwinds.
- Free cash flow reached $4B, with $9B+ 2025 CapEx targeting AI, Optimus, and Megafactory expansion.
- Operating expenses rose due to R&D investments in AI chips and restructuring costs.

**【Q&A Highlights】**
- **Robotaxi Expansion**: Safety drivers to be removed in Austin by end-2025, with 8-10 metro deployments by year-end. Fleet covers 0.25M+ miles in Austin (no driver) and 1M+ in Bay Area (supervised).
- **Megapack Demand**: Strong residential solar and grid-scale storage demand, with MegaBlock shipping from Houston in 2026.
- **Optimus Challenges**: Requires vertical integration for hand/forearm actuation, with V3 production line start in late 2026.
- **AI Chip Strategy**: Dual-sourcing AI5 with Samsung (Texas) and TSMC (Arizona) for 40x better performance than AI4, targeting data center overflow.
- **Tesla Semi**: Autonomous trucks in validation, with mass production in H2 2026, complementing trains for last-mile logistics.
- **Compensation Vote**: Elon seeks 20%+ voting control to prevent ISS/Glass Lewis 'corporate terrorism' over AI/robot army strategy.

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