Tesla is set to hold its Q1 2026 earnings call tomorrow, April 22, at 2:30 pm PT. The call will be followed by a Q&A session with Tesla executives, including CEO Elon Musk. This quarter has been particularly eventful, and we expect the discussion to be packed with updates regarding the future of the company’s autonomous technology.
While the numbers are always important, the real focus will likely shift toward the massive expansion of the unsupervised Robotaxi service. After trialing in Austin and the Bay Area for months, Tesla recently launched its unsupervised Robotaxi service in Dallas and Houston. This is a huge milestone for the company as it transitions from an automaker to an autonomy and robotics powerhouse. We also expect to hear about the Cybercab, which is slated to enter mass production this month.
Other major topics include the recent landmark approval for Full Self-Driving (FSD) in Europe. Tesla has started rolling out FSD (Supervised) in the Netherlands, with more countries expected to follow shortly. With FSD version 14.3 currently out in the wild and version 15 on the horizon, investors will be looking for a clear timeline on when unsupervised driving will reach customer-owned vehicles. We may also hear about the future of the Optimus humanoid robot and the "way cooler than a minivan" new vehicle that Musk recently teased.
Listen Live
The event will be live-streamed on Tesla’s website and YouTube via an audio-only feed. It will also be available to replay later.
Start Time
Earnings Call Time
-
Your Time
- Pacific Time: April 22, 2:30 PM
- Eastern Time: April 22, 5:30 PM
- UTC: April 22, 9:30 PM
- London, England: April 22, 10:30 PM
- Berlin, Germany: April 22, 11:30 PM
- Sydney, Australia: April 23, 7:30 AM
Top Q&A Questions
The questions for the session come directly from the Say platform, where investors vote on the most pressing issues. Here are the top questions expected to be asked and answered during Tesla’s Q&A session:
When will we have the Optimus v3 reveal? When will Optimus production start since we ended the Model X and S production earlier than midyear? What's the expected Optimus production rate exiting this year? What are the initial targeted skills?
What milestones are you targeting for unsupervised FSD and Robotaxi expansion beyond Austin this year, and how will that drive recurring revenue?
How will hardware 3 cars reach unsupervised FSD?
When do you expect FSD Unsupervised to reach customer cars?
When will robotaxi expand past its current limited rollout?
Elon has posted on X about a new vehicle better than a minivan. What are the details around that? Or is it just the Model Y L?
Is v14.3 still the last piece of the puzzle to enable large scale unsupervised FSD and Robotaxi or do we now have to wait until v15?
Now that FSD has been approved in the Netherlands and is expected to launch across Europe this summer, can you discuss your robotaxi strategy for the region?
What enabled you to finish the AI5 tapeout early and were there any changes to the original vision? Last week Elon said AI5 will go into Optimus and the supercomputer, but one month ago said it would go into the robotaxi. Has AI5 been dropped from the vehicle roadmap?
Given the recent NHTSA incident filings, can you update us on the robotaxi safety data? If safety validation remains the primary bottleneck, why not deploy thousands of vehicles to accelerate removal of the safety driver?
Breaking Down the Numbers
According to Tesla’s official Q1 2026 numbers, the company produced 408,386 vehicles and delivered 358,023. These results come in just under the analyst consensus of 365,645 deliveries, representing a miss of about 7,600 vehicles. While deliveries grew 6.3% year-over-year compared to Q1 2025, they saw a sequential decline of roughly 14.4% from the massive previous quarter.
Category | Q1 2026 | Q4 2025 | Q1 2025 |
|---|---|---|---|
Deliveries | |||
Model 3/Y | 341,893 | 406,585 | 323,800 |
Other Models | 16,130 | 11,642 | 12,881 |
Total Deliveries | 358,023 | 418,227 | 336,681 |
Production | |||
Model 3/Y | 394,611 | 422,652 | 345,454 |
Other Models | 13,775 | 11,706 | 17,161 |
Total Production | 408,386 | 434,358 | 362,615 |
The uptick in deliveries of "Other Models" reflects the recent discontinuation of the Model S and Model X, making way for the transition to next-generation platforms like Optimus and Cybercab.
As Tesla pivots from being just a car manufacturer to a robotics and AI powerhouse, this call could be a turning point. We’ll have a full recap for you tomorrow with all the answers from the Q&A.
