Tesla reveals its plans for Hardware 3 owners who are eager for updates

Tesla’s Q3 2025 Earnings Call Updates

Tesla’s Q3 2025 earnings call took place after the company released its Q3 2025 update letter on October 22, 2025. Here are the key highlights from the earnings call and the company’s financial results.

Tesla’s Q3 2025 Financial Results

• GAAP EPS: $0.39
• Non-GAAP EPS: $0.50 per share
• Total revenues: $28.095 billion
• GAAP net income: $1.37 billion
• Total revenue increased 12% YoY to $28.1 billion
• Operating income decreased 40% YoY to $1.6 billion, resulting in a 5.8% operating margin
• Quarter-end cash, cash equivalents, and investments: $41.6 billion

Key Updates from Tesla’s Q3 2025 Earnings Call

The earnings call featured live updates from Tesla’s executives, including Elon Musk and CFO Vaibhav Taneja. Here are some of the key takeaways:

• Elon Musk’s Opening Remarks: Musk highlighted that Tesla is at a critical point with the imminent arrival of real-world AI. He stated that Tesla has the highest intelligence density and that its cars could become full self-driving with a simple software update.
• Update on Unsupervised FSD: Musk expressed confidence in expanding Tesla’s production with the achievement of clarity on Unsupervised FSD. He also noted that Tesla Energy is rising quickly, especially with products like the Powerwall and Megapack.
• Tesla Optimus: Musk reiterated his prediction that Tesla Optimus could be the largest product in the world. He stated that Tesla is working hard on Optimus and plans to unveil Optimus V3 in Q1.
• Tesla’s Mission: Musk summed up his opening remarks by highlighting Tesla’s updated mission, which is focused on sustainable abundance. He believes that with Optimus and self-driving, Tesla can create a world with no poverty and access to quality medical care.

Q&A Session

During the Q&A session, Tesla’s executives answered questions from investors and analysts. Some of the key takeaways include:

• Demand for Megapack and Powerwall: Tesla is seeing a lot of interest and demand for Megapack and its related products, as well as a surge in demand for residential batteries.
• Challenges of Optimus’ Rollout: Musk noted that bringing Optimus to market will be a difficult endeavor, particularly with regards to designing and producing its hands.
• Tesla’s Chip Deal with Samsung: Musk clarified that Tesla will be focusing on both TSMC and Samsung for the production of its AI5 chip.
• Update on HW3: Tesla’s CFO stated that the company is not abandoning HW3 and is developing a V14 “Lite” for HW3 cars.
• Tesla Semi’s Autonomy: Tesla noted that things are progressing with the Semi program.

Timeline for Future Products

Some key timelines mentioned during the earnings call include:

• Cybercab Production: Musk stated that Cybercab production will start in Q2 2026.
• Optimus Production: Musk noted that Optimus will enter production late next year, with a production-intent prototype ready to show in Q1.

The earnings call wrapped up with the CFO urging shareholders to vote on the Board’s recommendations, stating that Tesla’s future depends on it.