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TeslaTesla(US:TSLA) Tesla·2025-10-22 20:04

Production & Delivery - Tesla achieved record deliveries and energy storage deployments in Q3 [1] - Model Y is the best-selling vehicle in Norway, Switzerland, Iceland YTD, Finland for Q3, Netherlands & Denmark in September [2] - Tesla achieved record deliveries in South Korea, Taiwan, Japan & Singapore and began deliveries of Model Y in India [2] - Giga Berlin produced its 100,000th refreshed Model Y and started production of Model Y Performance [2] Product Innovation & Expansion - Tesla launched Model 3/Y Standard in North America, with >300 miles range, starting at $36,990/$39,990 respectively [2] - Tesla launched Model Y Performance in North America [2] - Tesla launched Model YL in China, a longer wheelbase version of Model Y with 6 seats and 3 rows [2] - Tesla unveiled next-generation industrial storage product – Megablock – integrating four Megapack 3s [3] AI & Software Development - Tesla started rolling out v14 of FSD Supervised in October, improving handling of complex scenarios [2] - Tesla expanded Robotaxi service area and fleet count in Austin and launched Bay Area ride-hailing service [2] - Tesla announced a deal to manufacture advanced semiconductors for AI inference and training in the US with Samsung [2] - Tesla is pursuing the launch of FSD Supervised in Europe, pending regulatory approval [2] Energy & Infrastructure - Tesla had the highest quarterly energy storage deployments ever [3] - Tesla added >3,500 net new Supercharging stalls in Q3, growing the network 18% year-over-year [4] - Tesla launched first v4 Supercharger cabinets, enabling 500kW charging for passenger vehicles & 1,200kW charging for Tesla Semi [4] Manufacturing & Battery Technology - Tesla expects its lithium refinery in Texas to begin production in Q4 2025 and its LFP lines in Nevada to begin production Q1 2026 [3] - Megafactory Houston will begin Megablock production in 2026 with up to 50 GWh per year of manufacturing capacity [4]