🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Q2 2026 Blockbuster Deliveries: Tesla delivered 480,126 vehicles in Q2 2026, a 25% YoY jump and 34% sequential surge — its strongest quarter since Q3 2025. Model 3 and Model Y made up the bulk at ~468,000 units.
Q2 Earnings Preview: Tesla reports July 22. Analysts project EPS of $0.36–$0.54 on revenue of ~$25.8B (+15% YoY). Automotive gross margins under scrutiny amid aggressive pricing.
Robotaxi Expansion: Tesla’s unsupervised robotaxi service expanded to Miami (July 3), joining Austin, Dallas, and Houston. FSD improvements incoming: system will learn individual driver habits for personalized interventions and better parking.
Energy Storage Surge: Tesla deployed 13.5 GWh of Megapack/Powerwall in Q2, up 53% sequentially and 40% YoY — a segment gaining serious analyst attention.
Market & Competition: Tesla stock down ~12% YTD despite S&P 500 +9%. U.S. EV market share stabilized at ~44% vs. nearly 80% in 2019, as BYD continues pressure.