🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Q1 2026 Deliveries Miss Expectations: Tesla delivered 358,023 vehicles globally in Q1, a 6% YoY increase but below analyst expectations of ~381,000. Stock dropped 5.4% to 60.59. Produced over 408,000 vehicles, adding 50,000+ to inventory.
Model S & Model X Orders Discontinued: As of April 1, Tesla stopped custom orders for Model S and Model X, redirecting customers to limited inventory. Musk confirmed resources shifting to Optimus robots and autonomous vehicles.
Optimus Factory Breaks Ground at Giga Texas: Tesla began construction on a dedicated Optimus factory at Giga Texas in April, focusing on Optimus V4. Low-volume output expected summer 2026, full production in 2027. Musk stated Optimus could represent 80% of Tesla’s future value.
Energy Storage Declines: Tesla deployed 8.8 GWh of storage in Q1, down 40% from 14.2 GWh in Q4 2025, missing consensus expectations.
Q1 Earnings April 22: Tesla reports full Q1 financial results April 22; analysts expect ~25 cents EPS on 3B revenue. New Roadster unveiling expected late April.