Spring 2026 Software Update: Tesla is rolling out a major update with redesigned FSD app, single-tap subscription for AI4 vehicles, and the expansion of “Hey Grok” voice assistant to North America, Australia, New Zealand, and Europe. Also new: 24-hour dashcam storage, upgraded Model 3/Y visualization, and Pet Mode with cat and hedgehog icons.
Q1 2026 Deliveries: Tesla produced over 408,000 vehicles and delivered more than 358,000 in Q1 2026 — below analyst expectations and lower than the previous quarter. Full Q1 financial results due after market close on Wednesday, April 22.
Robotaxi Expansion: Tesla launched Robotaxi service in Dallas and Houston, though vehicle availability remains extremely limited. Analysts suggest timing may be aimed at boosting investor sentiment ahead of Q1 earnings.
Cybertruck Sales Questioned: A report claims a notable portion of Cybertruck sales in late 2025 and early 2026 came from internal purchases by Musk companies like SpaceX. Without these internal orders, sales would reportedly show a significant decline.