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Sep 30, 2025
Tesla Q3 2025 Earnings Report
Tesla posted record revenue and free cash flow driven by strong vehicle and energy deployments.
Key Takeaways
Tesla achieved record revenue of $28.1 billion in Q3 2025, along with strong operating cash flow and net income despite rising expenses and lower margins. Continued global expansion and new product launches contributed to the quarter’s performance.
Record total revenue of $28.1 billion, boosted by vehicle and energy growth
Free cash flow surged to $3.99 billion, a new quarterly record
Net income reached $1.37 billion despite increased R&D and SG&A expenses
Energy storage deployments hit all-time highs with Megapack and Powerwall growth
Revenue by Segment
Forward Guidance
Tesla expects long-term growth driven by autonomy, AI services, and new product lines, though macro uncertainty and policy shifts pose short-term challenges.
Positive Outlook
- Strong liquidity to support product roadmap and expansion
- Continued investment in AI, autonomy, and new technologies
- Production ramp of Cybercab, Tesla Semi, and Megapack 3 on track for 2026
- Early-stage Optimus production lines being installed
- Product lineup optimized for future monetization through services
Challenges Ahead
- Macroeconomic and policy uncertainty affecting demand and costs
- Increased operating expenses impacting profitability
- Tariffs and trade shifts creating cost pressures
- Delayed FSD and Robotaxi regulatory approvals in some regions
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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