🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Q2 2026 Earnings: Tesla reported revenue of \8.24 billion, up 26% year over year, beating estimates of .4 billion. However, non-GAAP EPS of \sh.33 missed the \sh.53 consensus estimate, falling 18% YoY. GAAP net income was \.1 billion. The stock dipped on profit concerns despite revenue beat.
Robotaxi Expansion: Tesla’s Robotaxi service expanded from Austin to Miami (July 3), then Orlando and Tampa (July 21). The fleet accumulated 2.4 million cumulative paid miles by Q2 end, with ~900,000 miles in Q2 alone. Reports indicate Robotaxi vehicles are running FSD V15 in real-world testing. Consumer FSD remains on v14.3.x with v14 Lite rolling out in July. Musk reaffirmed unsupervised FSD on customer cars by Q4 2026.
Model Y vs Cybertruck: Model Y continues as America’s best-selling EV. Q2 combined Model 3/Y deliveries hit 467,762 units globally (+25% YoY), including 84,863 Model Y units in the US (-1.5% YoY). Meanwhile, Cybertruck is struggling at ~18,000 projected US sales for 2026, far below Musk’s 250,000 annual target. Only 7,133 units registered through May. The Cybertruck faces ongoing stainless-steel production challenges and multiple recalls.