Tesla Releases Analyst Estimates Ahead Of Q4 Earnings Call, Touts $24.5 Billion Revenue

Core Insights - Tesla Inc. is expected to report a revenue of $24.49 billion for Q4, with automotive revenue contributing $17.29 billion [2] - Analysts predict a profit of approximately $4.15 billion for Q4, with Non-GAAP EPS estimated at $0.44 and GAAP EPS at $0.30 [3] - For 2026, total deliveries are projected to reach 1,722,932 units, with revenues estimated at $104 billion, including $71 billion from automotive sales [4] Financial Estimates - Q4 revenue is estimated at $24.49 billion, with automotive revenue at $17.29 billion and total assets around $43.53 billion [2] - Profit for Q4 is projected at $4.15 billion, with operating income of $1.05 billion [3] - For 2026, Non-GAAP EPS is expected to be $2.03, with total revenues of $104 billion [4] Product Developments - Tesla plans to increase the subscription fee for its Full Self-Driving (FSD) system, currently at $99/month, as capabilities improve [6] - The company is launching driverless, unsupervised Robotaxis in Austin, although concerns have been raised regarding monitoring [7] - A partnership with Lemonade Inc. aims to offer reduced rates for FSD-engaged driving, highlighting the safety of the technology [7]