Data updated

Next up · Cybercab display, Paris Motor Show 12 Oct 2026
Vehicles & prices

Pick a country. See the sticker.

List prices for every current Tesla trim across 15 markets, each linked to a dated source.

Current lineup

Model 3On sale

Sedan. Standard, Premium and Performance trims.

Model YOn sale

Best-selling SUV. Standard, Premium, Performance; 7-seat in Europe.

Model Y LOn sale

Six-seat (2+2+2) Model Y. China, APAC, India and the US (Jul 2026). Not in Canada.

CybertruckOn sale

Stainless pickup. US (and select markets); prices rose $5,000 in Aug 2026.

Model S / X: Tesla configurator render (Model S)
Model S / X
Image: Tesla ↗

Model S / XDiscontinued

Discontinued. Last units built at Fremont on 10 May 2026; the line now builds Optimus.

CybercabFleet only

Two-seat robotaxi, no wheel or pedals. Not for retail sale; built for Tesla's own fleet.

SemiCommercial

Volume production launched at Sparks, NV on 24 Sep 2026. Europe launch in 2027. ZET SCALE (22 Sep): Tesla is the primary OEM on a 2,500 Class 8 order, not exclusive.

RoadsterReveal 15 Oct

Next-gen reveal and demo moved to 15 Oct 2026. Production guided for 2027–28.

Prices by market

🇳🇿

New Zealand

Including GST; excludes on-road costs.
From NZ$54,900 · Model 3 RWD8 trims · 3 models
• New entry Model 3 RWD (sold as Standard elsewhere) from 1 Oct 2026; no cheaper Model Y confirmed. MY27 Model Y Performance is now Shanghai-built.
Model 3: Tesla configurator render
Model 3
Model 3

RWD

NZ$54,900
New entry trim, 1 Oct 2026
Source: autotrader.co.nz ↗ · 1 Oct 2026
Model 3: Tesla configurator render
Model 3
Model 3

Premium RWD

NZ$63,900
Source: autotrader.co.nz ↗ · 3 Feb 2026
Model 3: Tesla configurator render
Model 3
Model 3

Premium Long Range RWD

NZ$71,900
Source: autotrader.co.nz ↗ · 3 Feb 2026
Model 3: Tesla configurator render
Model 3
Model 3

Performance

NZ$84,900
One source shows $86,900
Source: autotrader.co.nz ↗ · 3 Feb 2026
Model Y: Tesla configurator render
Model Y
Model Y

Premium RWD

NZ$67,900
Source: carexpert.com.au ↗ · 13 Mar 2026
Model Y: Tesla configurator render
Model Y
Model Y

Premium Long Range AWD

NZ$77,900
Source: carexpert.com.au ↗ · 13 Mar 2026
Model Y: Tesla configurator render
Model Y
Model Y

Performance

NZ$95,900
Down from $100,900 (MY27, now Shanghai-built)
Source: autotrader.co.nz ↗ · 1 Oct 2026
Model Y L: Tesla render of Model Y (the L looks near-identical from the front)
Model Y L
Model Y L

Premium Long Range AWD

NZ$83,900
Source: carexpert.com.au ↗ · 13 Mar 2026

Compare across markets

Cheapest matching trim in each market, local currency incl. local taxes as noted. Hover for the trim.
Cheapest Tesla list price by model and market, as at 16 Oct 2026
Model / trim🇺🇸US🇨🇦CA🇲🇽MX🇬🇧GB🇩🇪DE🇫🇷FR🇳🇴NO🇸🇪SE🇦🇺AU🇳🇿NZ🇨🇳CN🇯🇵JP🇰🇷KR🇮🇳IN🇸🇬SG
Model 3 · entryUS$36,990C$39,490–£37,990€36,990€36,990––A$45,900NZ$54,900CN¥235.5k¥5.31m₩47.0m––
Model 3 · PerformanceUS$54,990C$74,990––€58,490–––A$80,900NZ$84,900CN¥339.5k¥7.26m₩70.0m––
Model Y · entryUS$39,990C$49,990MX$799.0k£41,990€39,990€40,990NOK 422.6kSEK 500.0kA$58,900NZ$67,900CN¥263.5k¥5.59m₩50.0m₹5.09m–
Model Y · top AWD (non-Perf)US$49,990C$64,990MX$959.0k£51,990€53,990€52,990––A$68,900NZ$77,900CN¥313.5k¥6.48m₩67.0m––
Model Y · PerformanceUS$57,990C$74,990MX$1.13m£61,990€62,990€61,990––A$84,900NZ$95,900CN¥369.0k––––
Model Y L · entryUS$61,990–––––––A$74,900NZ$83,900CN¥339.0k¥7.49m₩73.0m₹6.20mS$249.0k
Cybertruck · entryUS$74,990––––––––––––––
All Tesla list prices by market, as at 16 Oct 2026
MarketModelTrimPriceSource dateSource
United StatesCybertruckDual Motor AWDUS$74,99024 Aug 2026motor1.com
United StatesCybertruckPremium AWDUS$84,99024 Aug 2026motor1.com
United StatesCybertruckCyberbeastUS$99,99024 Aug 2026motor1.com
United StatesModel 3Standard RWDUS$36,99010 Jul 2026edmunds.com
United StatesModel 3Premium RWDUS$42,49010 Jul 2026edmunds.com
United StatesModel 3Premium AWDUS$47,49010 Jul 2026edmunds.com
United StatesModel 3PerformanceUS$54,99010 Jul 2026edmunds.com
United StatesModel YStandard RWDUS$39,99024 Jul 2026edmunds.com
United StatesModel YStandard AWDUS$41,99024 Jul 2026edmunds.com
United StatesModel YPremium RWDUS$45,99016 May 2026electrek.co
United StatesModel YPremium AWDUS$49,99016 May 2026electrek.co
United StatesModel YPerformanceUS$57,99016 May 2026electrek.co
United StatesModel Y LLaunch Series Premium AWDUS$61,9902 Jul 2026driveteslacanada.ca
CanadaModel 3Premium RWDC$39,4901 May 2026driveteslacanada.ca
CanadaModel 3Premium AWDC$49,9905 Jun 2026driveteslacanada.ca
CanadaModel 3PerformanceC$74,9901 May 2026driveteslacanada.ca
CanadaModel YStandard RWDC$49,9909 Jan 2026driveteslacanada.ca
CanadaModel YPremium AWDC$64,990Jan 2026guideautoweb.com
CanadaModel YPerformanceC$74,990Jan 2026guideautoweb.com
MexicoModel YStandard RWDMX$799,0009 Jan 2026xataka.com.mx
MexicoModel YPremium AWDMX$959,0009 Jan 2026xataka.com.mx
MexicoModel YPerformanceMX$1,129,0009 Jan 2026xataka.com.mx
United KingdomModel 3Standard RWD£37,99013 Jan 2026thedriven.io
United KingdomModel 3Premium Long Range RWD£44,99013 Jan 2026thedriven.io
United KingdomModel YStandard RWD£41,99015 Feb 2026rivervale.co.uk
United KingdomModel YLong Range RWD£44,99015 Feb 2026rivervale.co.uk
United KingdomModel YPremium Long Range RWD£48,99015 Feb 2026rivervale.co.uk
United KingdomModel YPremium Long Range AWD£51,99015 Feb 2026rivervale.co.uk
United KingdomModel YPerformance£61,99015 Feb 2026rivervale.co.uk
GermanyModel 3Standard RWD€36,990accessed 30 Sep 2026autobild.de
GermanyModel 3Premium Long Range RWD€44,990accessed 30 Sep 2026autobild.de
GermanyModel 3Premium Long Range AWD€49,990accessed 30 Sep 2026autobild.de
GermanyModel 3Performance€58,490accessed 30 Sep 2026autobild.de
GermanyModel YStandard RWD€39,99029 Sep 2026autobild.de
GermanyModel YPremium Long Range RWD€50,99029 Sep 2026autobild.de
GermanyModel YPremium Long Range AWD€53,99029 Sep 2026autobild.de
GermanyModel YPerformance€62,99029 Sep 2026autobild.de
FranceModel 3Standard RWD€36,99019 Jan 2026revelauto.fr
FranceModel 3Grande Autonomie€44,99019 Jan 2026revelauto.fr
FranceModel YStandard RWD€40,99022 Apr 2026automobile-propre.com
FranceModel YGrande Autonomie RWD€44,990Mar 2026largus.fr
FranceModel YPremium Grande Autonomie RWD€46,990Mar 2026largus.fr
FranceModel YPremium Grande Autonomie AWD€52,990Mar 2026largus.fr
FranceModel YPremium AWD 7-seat€55,490Mar 2026largus.fr
FranceModel YPerformance€61,990Mar 2026largus.fr
NorwayModel YStandardNOK 422,5609 Jan 2026elbil24.no
NorwayModel YStandard Long RangeNOK 477,4979 Jan 2026elbil24.no
SwedenModel YStandard RWDSEK 499,9901 Apr 2026automotorsport.se
AustraliaModel 3RWDA$45,9001 Oct 2026drive.com.au
AustraliaModel 3Premium RWDA$54,9003 Feb 2026thedriven.io
AustraliaModel 3Premium Long Range RWDA$61,9003 Feb 2026thedriven.io
AustraliaModel 3PerformanceA$80,9003 Feb 2026thedriven.io
AustraliaModel YPremium RWDA$58,90013 Mar 2026carexpert.com.au
AustraliaModel YPremium Long Range AWDA$68,90013 Mar 2026carexpert.com.au
AustraliaModel YPerformanceA$84,9001 Oct 2026carexpert.com.au
AustraliaModel Y LPremium Long Range AWDA$74,90013 Mar 2026carexpert.com.au
New ZealandModel 3RWDNZ$54,9001 Oct 2026autotrader.co.nz
New ZealandModel 3Premium RWDNZ$63,9003 Feb 2026autotrader.co.nz
New ZealandModel 3Premium Long Range RWDNZ$71,9003 Feb 2026autotrader.co.nz
New ZealandModel 3PerformanceNZ$84,9003 Feb 2026autotrader.co.nz
New ZealandModel YPremium RWDNZ$67,90013 Mar 2026carexpert.com.au
New ZealandModel YPremium Long Range AWDNZ$77,90013 Mar 2026carexpert.com.au
New ZealandModel YPerformanceNZ$95,9001 Oct 2026autotrader.co.nz
New ZealandModel Y LPremium Long Range AWDNZ$83,90013 Mar 2026carexpert.com.au
ChinaModel 3RWDCN¥235,500Dec 2025cnevpost.com
ChinaModel 3Long Range RWDCN¥259,50010 Jul 2026auto.sina.cn
ChinaModel 3Long Range AWDCN¥285,50010 Jul 2026auto.sina.cn
ChinaModel 3PerformanceCN¥339,50010 Jul 2026auto.sina.cn
ChinaModel YRWDCN¥263,50010 Apr 2026ithome.com
ChinaModel YLong Range RWDCN¥288,50010 Apr 2026ithome.com
ChinaModel YLong Range AWDCN¥313,50010 Apr 2026ithome.com
ChinaModel YPerformanceCN¥369,00011 Sep 2026cnevpost.com
ChinaModel Y LLong Range AWDCN¥339,00011 Sep 2026cnevpost.com
JapanModel 3Premium RWD¥5,313,000Jul 2026teskas.net
JapanModel 3Premium Long Range AWD¥6,219,000Jul 2026teskas.net
JapanModel 3Performance¥7,259,000Jul 2026teskas.net
JapanModel YPremium RWD¥5,587,0002026ev-charge-enechange.jp
JapanModel YPremium Long Range AWD¥6,476,0002026ev-charge-enechange.jp
JapanModel Y LPremium AWD¥7,490,0002026ev-charge-enechange.jp
South KoreaModel 3Standard RWD₩46,990,0001 Jul 2026starnewskorea.com
South KoreaModel 3Long Range RWD₩59,990,0001 Jul 2026starnewskorea.com
South KoreaModel 3Performance₩69,990,0001 Jul 2026starnewskorea.com
South KoreaModel YPremium RWD₩49,990,0001 Jul 2026starnewskorea.com
South KoreaModel YPremium Long Range AWD₩66,990,0001 Jul 2026starnewskorea.com
South KoreaModel Y LAWD₩72,990,0001 Jul 2026starnewskorea.com
IndiaModel YPremium RWD₹5,089,0003 Sep 2026autocarindia.com
IndiaModel Y LPremium AWD₹6,199,0003 Sep 2026autocarindia.com
SingaporeModel Y LAWDS$248,99916 Jul 2026basenor.com
About these prices
  • tesla.com configurator pages couldn't be read, so every price comes from dated third-party reporting. Prices can change without notice after the source date.
  • Not converted to a common currency: live FX rates couldn't be verified for this build. Compare within a market, or use the index view.
  • Tax and fee treatment differs by market (see each market's note). Conflicting sources are flagged on the trim.
  • Markets left out (no reliable 2026 source): Netherlands, UAE, Malaysia, Saudi Arabia, Hong Kong, Taiwan, Thailand, Turkey, Israel.
  • Vehicle images are Tesla's own: studio renders from Tesla's online configurator and Tesla's official product images. They load from tesla.com when the page opens.
Events

What's next on the calendar.

Deliveries, earnings, reveals, Cybercab tours and FSD approvals, with the X account that announced each.

Next up · Robotaxi

Cybercab display, Paris Motor Show

Hall 7.1, stand C25, Paris Expo · Mon 12 Oct
Details ↗
Then: Q3 2026 earnings & webcast (21 Oct)

Where in the world

Tap a pin to filter the list, or play the tour.

ResultsProductFSDRobotaxiEnergyPast onlyNumber = events · fast pulse = next up
Tesla events and where they happen
WhenTypeEventPlaceStatusDetailSource
Fri 2 Oct 2026ResultsQ3 2026 production, deliveries & deploymentsAustinConfirmedReported 2 Oct: 486,532 delivered (-2.1% YoY, +1.3% QoQ) vs 461,974 Tesla-compiled consensus; 464,391 produced; 13.7 GWh storage vs 15.9 GWh expected.cnbc.com
Tue 6 Oct 2026FSDEU TCMV talks on FSD (Supervised)BrusselsConfirmedDiscussed on 6 Oct with no vote; the EU-wide vote is now expected in December 2026.heise.de
Thu 15 Oct 2026ProductNext-gen Roadster reveal & demoMcGregor, TXConfirmedLivestream set for 7:55pm CT (8:55pm ET) on 15 Oct. Moved from 1 Oct because of weather. Invite-only for early reservation holders. Not started at this refresh.cnbc.com
Mon 12–18 Oct 2026RobotaxiCybercab display, Paris Motor ShowParis ExpoConfirmedProduction Cybercab from the US Robotaxi fleet, first European display. Look only, no rides. Optimus Gen 2 is also on the stand. Public days 13–18 Oct.cybercab.news
Wed 21 Oct 2026ResultsQ3 2026 earnings & webcastAustinConfirmedConfirmed in the 2 Oct deliveries release: results after the US close on 21 Oct, then the webcast (5:30pm ET reported).cnbc.com
Oct 2026RobotaxiCybercab tour: Brisbane, Gold Coast, CanberraBrisbane +2ExpectedStatic Cybercab displays, part of the AU/NZ tour. Only the month has been announced.driveteslacanada.ca
Q4FSDUnsupervised FSD for customer cars (gradual)Over the airExpectedMusk said 'probably in the fourth quarter', rolled out by geography. HW3 excluded. Earlier targets have been missed.electrek.co
Nov 2026RobotaxiCybercab tour: Melbourne, AdelaideMelbourne +1ExpectedStatic Cybercab displays. Only the month has been announced.teslanorth.com
Dec 2026FSDEU-wide vote on FSD (Supervised)BrusselsExpectedEarliest vote. Needs a qualified majority (15 of 27 states, 65% of population). Eight states have approved nationally.notateslaapp.com
Dec 2026RobotaxiCybercab tour: PerthPerthExpectedStatic display. Auckland follows in 2027.teslanorth.com
Dec 2026ProductAI6 chip tape-out (rumoured)MilestoneExpectedMusk said Tesla 'may' tape out AI6 in December. A milestone, not a public event.seekingalpha.com
End 2026FSDFSD v15 wide releaseOver the airExpectedMusk: 'end of 2026 or start of 2027'. Runs on HW4; already partly in the Austin Robotaxi fleet.notateslaapp.com
Thu 2 Jul 2026ResultsQ2 2026 production & deliveriesAustinConfirmed480k+ delivered, 450k+ produced, 13.5 GWh storage deployed.sec.gov
Fri 3 Jul 2026RobotaxiUnsupervised Robotaxi launches in MiamiMiamiConfirmedCommercial rides with no safety monitor.en.wikipedia.org
Tue 21 Jul 2026RobotaxiUnsupervised Robotaxi in Orlando and TampaOrlando +1ConfirmedBoth Florida cities launched the same day, no monitor from day one.en.wikipedia.org
Wed 22 Jul 2026ResultsQ2 2026 earnings callAustinConfirmedCybercab production at Giga Texas, US Model Y L launch, Optimus initial runs in Q3, Semi on track, Megapack 3 later in 2026.notateslaapp.com
Thu 6 Aug 2026EnergyMegapack 3 production startsBrookshire, TXConfirmed50 GWh/yr design capacity.electrek.co
Thu 20 Aug 2026RobotaxiLas Vegas autonomous permit grantedLas VegasConfirmedUp to 5,000 fully autonomous vehicles across Clark County. No launch date announced.thechargeport.com
Thu 3 Sep 2026RobotaxiCybercab launch eventAustinConfirmedInvite-only launch. Paid public Cybercab rides in Austin began on 4 Sep.electrek.co
Mon 7 Sep 2026FSDFSD (Supervised) approved in SloveniaLjubljanaConfirmedSixth EU country; rollout 'coming soon'.fsd-eu-tracker.de
Wed 9 Sep 2026RobotaxiCybercab display, Hong KongHong KongConfirmedStatic showcase, no rides.teslanorth.com
Fri 11–28 Sep 2026RobotaxiCybercab Japan tourTokyo +2ConfirmedStatic displays at four venues in three cities.teslanorth.com
Thu 17–27 Sep 2026RobotaxiCybercab display, BeijingBeijingConfirmedStatic display. Tesla ruled out Cybercab sales or robotaxi service in China for now.driveteslacanada.ca
Thu 17–21 Sep 2026RobotaxiCybercab display, ShanghaiShanghaiConfirmedStatic display.driveteslacanada.ca
Sep 2026RobotaxiCybercab tour: SydneySydneyPastFirst stop of the AU/NZ tour.teslanorth.com
Mon 21 Sep 2026FSDFSD (Supervised) approved in CzechiaPragueConfirmedSeventh EU country; owners in Prague reportedly used it the same day.notateslaapp.com
Thu 24 Sep 2026ProductTesla Semi volume production eventSparks, NVConfirmedHigh-volume production (scalable to 50k/yr), redesigned Semi with 500-mile range, Europe in 2027. Deliveries began 25 Sep. ZET SCALE (22 Sep) named Tesla the primary OEM on a 2,500 Class 8 order; Kenworth, RIDE and Volvo are secondary, so it is not an exclusive Semi order.notateslaapp.com
Tue 29 Sep 2026FSDFSD (Supervised) approved in CroatiaZagrebConfirmedEighth EU country; rollout 'coming soon'.notateslaapp.com
Notes
  • x.com couldn't be read directly (blocked to automated access), so X-account attributions come from news coverage of those posts.
  • 2026 annual shareholder meeting: no date or proxy filed as at 29 Sep. Texas law lets shareholders petition for a meeting from early Dec 2026.
  • Not listed: Optimus Gen 3 reveal (no date), Phoenix and Las Vegas Robotaxi launches (no dates; Vegas must start within 120 days of the 20 Aug permit).
What's shipped: FSD

Which FSD, where.

FSD (Supervised) versions and availability for customers, country by country.

Latest releasev14.3.116 Oct 2026 · wide rolling (early)
Available in11countries · +2 limited (KR, CN)
Rolling out3Slovenia, Czechia, Croatia
Pending approval8+incl. Japan, Germany, UK
Unsupervised, owners' cars0Q4 2026 target (US)
Latest customer release
v14.3.11
HW4 / AI4 · v14.3 Lite for HW3
Builds 2026.33.5
First seen 6 Oct 2026, wide from rolling (early)
  • RL training stage upgrade
  • Upgraded vision encoder
  • MLIR compiler: ~20% faster reaction time
  • One model now shared by FSD, Smart Summon and Robotaxi
  • Parking spot selection and a P parking pin on the map
  • Better emergency vehicle and school bus handling
  • Improved driver-monitoring eye-gaze tracking

Next: v14.3.12 is an early rollout on software 2026.38.5 (HW4), first seen 10 Oct. Not a Tesla App's TeslaFi count on 15 Oct was 414 cars (3.3% of that fleet, 28 installs that day), and the notes mostly repeat v14.3.11, so v14.3.11 is still the wider HW4 build. On 14 Oct Tesla said v14.3 Lite is rolling out to Intel-MCU Model S and Model X (a 2017 Model X was seen on 2026.38.5.1); HW3 Model 3/Y already had Lite. No v14.4 or v15 for customers yet. v15 (~10B parameters on AI4) targeted for end-2026 or early 2027.

Release notes ↗

Availability map

Tap a country for its version and price.

AvailableLimitedApproved, rolling outPending approvalPins sit at country centres
FSD (Supervised) availability by country
CountryStatusVersionSincePriceHardwareNote
United StatesAvailablev14.3.11 (HW4) · v14.3 Lite (HW3)Oct 2020US$99/mo (US$49 with EAP)HW3 + HW4Only country with Tesla's unsupervised Robotaxi, and that's Tesla-operated, not owners' cars.
CanadaAvailablev14.3.11 (HW4) · v14.3 Lite (HW3)Mar 2022C$99/moHW3 + HW4First market outside the US; same software.
MexicoAvailableNorth America build (v14.3.11); not confirmed per country11 Feb 2025MXN 2,299/moHW4 at launchGeofence covers Mexico, so US cars keep FSD across the border.
Puerto RicoAvailableNorth America build (v14.3.11); not confirmedFeb 2025US$99/moHW4Launched around the same time as Mexico.
AustraliaAvailablev14.3.9 'Oceania'18 Sep 2025A$149/mo (A$75 with EAP)HW4 onlyFirst right-hand-drive market. Subscription only from 1 Apr 2026.
New ZealandAvailablev14.3.9 'Oceania'18 Sep 2025NZ$159/mo (NZ$80 with EAP)HW4 onlyLaunched with Australia. No HW3 timeline.
NetherlandsAvailablev14.2.2.6 (EU branch)11 Apr 2026€99/mo (€49 with EAP)HW4RDW national exemption that other EU states recognise. Provisional: lapses if the EU rejects FSD.
LithuaniaAvailablev14.2.2.6 (EU branch)20 May 2026€99/moHW4Second EU country.
EstoniaAvailablev14.2.2.6 (EU branch)29 May 2026€99/moHW4Approved by Transpordiamet.
DenmarkAvailablev14.2.2.6 (EU branch)11 Jun 2026DKK 750/moHW4Provisional approval 9 Jun; 30-day free trial for new customers.
BelgiumAvailablev14.2.2.6 (EU branch)Jun 2026€99/mo (€49 with EAP)HW4Signed 10 Jun by the Flemish Mobility Minister; applies nationwide.
South KoreaLimitedv14.1 Lite (HW3) · v14 line (HW4 S/X)24 Nov 2025₩150,000/moUS-built cars onlyChina-built Model 3/Y (most of the Korean fleet) aren't eligible.
ChinaLimited'Tesla Assisted Driving'; version not publicFeb 2025CNY 64,000 one-offHW4Tesla said FSD was 'available' on 21 May 2026, but full v14 approval is still pending. Data must stay in China.
SloveniaApproved, rolling outv14.2.2.6 (EU branch)Approved 7 Sep 2026€99/moHW4Sixth EU country. Exact rollout day not confirmed.
CzechiaApproved, rolling outv14.2.2.6 (EU branch)Approved 21 Sep 2026CZK 2,400/moHW4Seventh EU country.
CroatiaApproved, rolling outEU branch (TBC)Approved 29 Sep 2026Likely €99/mo (TBC)HW4 firstEighth EU country; 'will start rolling out soon'.
JapanPending approval————Public-road testing since Aug 2025; Tesla Japan targets launch by end-2026.
GermanyPending approval————Not approved. Germany says it's open to approval ahead of the EU vote.
SwedenPending approval————Public testing reported.
United KingdomPending approval————On Tesla's June 2026 pending list.
NorwayPending approval————On Tesla's June 2026 pending list.
IsraelPending approval————On Tesla's June 2026 pending list.
UAEPending approval————On Tesla's June 2026 pending list.
TaiwanPending approval————On Tesla's June 2026 pending list.
🇺🇸United StatesAvailable
Version
v14.3.11 (HW4) · v14.3 Lite (HW3)
Since
Oct 2020
Price
US$99/mo (US$49 with EAP)
Hardware
HW3 + HW4

Only country with Tesla's unsupervised Robotaxi, and that's Tesla-operated, not owners' cars. ↗

🇨🇦CanadaAvailable
Version
v14.3.11 (HW4) · v14.3 Lite (HW3)
Since
Mar 2022
Price
C$99/mo
Hardware
HW3 + HW4

First market outside the US; same software. ↗

🇲🇽MexicoAvailable
Version
North America build (v14.3.11); not confirmed per country
Since
11 Feb 2025
Price
MXN 2,299/mo
Hardware
HW4 at launch

Geofence covers Mexico, so US cars keep FSD across the border. ↗

🇵🇷Puerto RicoAvailable
Version
North America build (v14.3.11); not confirmed
Since
Feb 2025
Price
US$99/mo
Hardware
HW4

Launched around the same time as Mexico. ↗

🇦🇺AustraliaAvailable
Version
v14.3.9 'Oceania'
Since
18 Sep 2025
Price
A$149/mo (A$75 with EAP)
Hardware
HW4 only

First right-hand-drive market. Subscription only from 1 Apr 2026. ↗

🇳🇿New ZealandAvailable
Version
v14.3.9 'Oceania'
Since
18 Sep 2025
Price
NZ$159/mo (NZ$80 with EAP)
Hardware
HW4 only

Launched with Australia. No HW3 timeline. ↗

🇳🇱NetherlandsAvailable
Version
v14.2.2.6 (EU branch)
Since
11 Apr 2026
Price
€99/mo (€49 with EAP)
Hardware
HW4

RDW national exemption that other EU states recognise. Provisional: lapses if the EU rejects FSD. ↗

🇱🇹LithuaniaAvailable
Version
v14.2.2.6 (EU branch)
Since
20 May 2026
Price
€99/mo
Hardware
HW4

Second EU country. ↗

🇪🇪EstoniaAvailable
Version
v14.2.2.6 (EU branch)
Since
29 May 2026
Price
€99/mo
Hardware
HW4

Approved by Transpordiamet. ↗

🇩🇰DenmarkAvailable
Version
v14.2.2.6 (EU branch)
Since
11 Jun 2026
Price
DKK 750/mo
Hardware
HW4

Provisional approval 9 Jun; 30-day free trial for new customers. ↗

🇧🇪BelgiumAvailable
Version
v14.2.2.6 (EU branch)
Since
Jun 2026
Price
€99/mo (€49 with EAP)
Hardware
HW4

Signed 10 Jun by the Flemish Mobility Minister; applies nationwide. ↗

🇰🇷South KoreaLimited
Version
v14.1 Lite (HW3) · v14 line (HW4 S/X)
Since
24 Nov 2025
Price
₩150,000/mo
Hardware
US-built cars only

China-built Model 3/Y (most of the Korean fleet) aren't eligible. ↗

Version history

FSD release timeline
DateReleaseRegionWhat changed
2026-10-15v14.3.12 earlyNorth AmericaNot a Tesla App: 414 TeslaFi cars on software 2026.38.5 (3.3% of that fleet). Notes mostly repeat v14.3.11, so this is not treated as the wide HW4 release.
2026-10-14v14.3 Lite S/XNorth AmericaRolling out to legacy Model S and Model X with Intel MCUs (Tesla Super Intelligence, 14 Oct). HW3 Model 3/Y already had v14.3 Lite.
2026-10-10v14.3.12North AmericaFirst seen on software 2026.38.5 (HW4). Not a Tesla App counted 3 TeslaFi cars on 11 Oct; release notes mostly repeat v14.3.11. Not treated as the wide release.
2026-10-06v14.3.11North AmericaRolling out on software 2026.33.5 (HW4, North America); notes mostly carried over from v14.3.10, plus parking pin on the map and better driver monitoring. HW3 on this build is v14.3 Lite.
2026-09-19v14.3.10North AmericaLatest build, wide from 23 Sep on software 2026.27.10. Cybertruck V2H with Powerwall; intervention-free streaks.
2026-09-16v14.3.9 OceaniaAustralia & NZBrings Australia and NZ up to v14.3.9.
2026-09-08v14.3.9North AmericaAutomatic Collision Evasion on HW4.
2026-08-24v14.2.2.6 EUEurope branchEU branch merged with the 2026 Summer Update.
2026-08-09v14.3.7 + v14.1 LiteNorth AmericaUnified FSD / Summon / Robotaxi model on HW4.
2026-06-29v14 LiteNorth AmericaFirst v14 for HW3 (distilled from HW4) to early access; adds parking and reversing.
2026-04-11v14.2.2.5 EUEurope branchFirst EU customers (Netherlands). Separate European branch with a mandatory tutorial and quiz.
2026-04-07v14.3North AmericaMLIR compiler rewrite (~20% faster reactions), better low-visibility encoder.
2026-02-14PricingNorth AmericaOutright purchase ends in North America: subscription only, US$99/mo.
2025-11-24v14.1.4South KoreaFirst FSD in South Korea (HW4 Model S/X).
2025-11-21v14.2North AmericaWide-release v14: better emergency-vehicle, debris and hand-gesture handling. SLOTH/MAD MAX profiles. FSD from Park.
2025-11-13v14.1.7North AmericaMad Max mode and five driving profiles; 3D buildings.
2025-10-06v14.0North Americav14 rollout to early access begins after a last-minute bug delay.
2025-08-28v13.2.9North AmericaBuild that took FSD to Australia and NZ (HW4). 36 Hz full-res video, integrated parking, dynamic rerouting.
15 Oct 26v14.3.12 earlyNot a Tesla App: 414 TeslaFi cars on software 2026.38.5 (3.3% of that fleet). Notes mostly repeat v14.3.11, so this is not treated as the wide HW4 release.
14 Oct 26v14.3 Lite S/XRolling out to legacy Model S and Model X with Intel MCUs (Tesla Super Intelligence, 14 Oct). HW3 Model 3/Y already had v14.3 Lite.
10 Oct 26v14.3.12First seen on software 2026.38.5 (HW4). Not a Tesla App counted 3 TeslaFi cars on 11 Oct; release notes mostly repeat v14.3.11. Not treated as the wide release.
6 Oct 26v14.3.11Rolling out on software 2026.33.5 (HW4, North America); notes mostly carried over from v14.3.10, plus parking pin on the map and better driver monitoring. HW3 on this build is v14.3 Lite.
19 Sep 26v14.3.10Latest build, wide from 23 Sep on software 2026.27.10. Cybertruck V2H with Powerwall; intervention-free streaks.
16 Sep 26v14.3.9 OceaniaBrings Australia and NZ up to v14.3.9.
8 Sep 26v14.3.9Automatic Collision Evasion on HW4.
24 Aug 26v14.2.2.6 EUEU branch merged with the 2026 Summer Update.
9 Aug 26v14.3.7 + v14.1 LiteUnified FSD / Summon / Robotaxi model on HW4.
29 Jun 26v14 LiteFirst v14 for HW3 (distilled from HW4) to early access; adds parking and reversing.
11 Apr 26v14.2.2.5 EUFirst EU customers (Netherlands). Separate European branch with a mandatory tutorial and quiz.
7 Apr 26v14.3MLIR compiler rewrite (~20% faster reactions), better low-visibility encoder.
14 Feb 26PricingOutright purchase ends in North America: subscription only, US$99/mo.
24 Nov 25v14.1.4First FSD in South Korea (HW4 Model S/X).
21 Nov 25v14.2Wide-release v14: better emergency-vehicle, debris and hand-gesture handling. SLOTH/MAD MAX profiles. FSD from Park.
13 Nov 25v14.1.7Mad Max mode and five driving profiles; 3D buildings.
6 Oct 25v14.0v14 rollout to early access begins after a last-minute bug delay.
28 Aug 25v13.2.9Build that took FSD to Australia and NZ (HW4). 36 Hz full-res video, integrated parking, dynamic rerouting.
North AmericaEurope branchAustralia & NZSouth Korea
Read before you quote
  • No unsupervised FSD on personal cars anywhere as at 1 Oct 2026. Unsupervised driving only exists in Tesla's own US Robotaxi service.
  • Every EU approval so far is a national exemption based on the provisional Dutch approval. The EU-wide vote has slipped to December 2026 at the earliest.
  • Tesla's June 2026 pending list also names Chile, Colombia, Turkey, Saudi Arabia, Qatar, India, Malaysia, Thailand, Ethiopia and most other European countries. Only a subset is mapped.
  • Version dates are release-tracker dates (Not a Tesla App): when a build was first seen in the fleet.
Robotaxi

Who's driving? Increasingly, nobody.

Where Tesla's Robotaxi runs, whether anyone's in the driver's seat, and how Cybercab is scaling against Model Y.

Metros live76 unsupervised · 1 with safety driver
Robotaxis registered (TX)769Texas registry, 15 Oct 2026
Cybercabs349vs 420 Model Y · 45% of the TX fleet
Unsupervised miles1mby 3 Sep 2026 · ~2.5m paid miles to Jun
Next cities2Las Vegas (permit), Phoenix

Service map

Circle size = service area. Tap a city for the details.

Unsupervised (no one onboard)Safety driver onboardPermitted / announcedFast pulse = Cybercab city (Austin)
Tesla Robotaxi cities
CityRegionStatusLaunchedUnsupervised sinceServiceArea (sq mi)
AustinTXUnsupervised (no one onboard)2025-06-222026-01-22Model Y + Cybercab246
SF Bay AreaCASafety driver onboard2025-07-30—Model Y1098
DallasTXUnsupervised (no one onboard)2026-04-182026-04-18Model Y31
HoustonTXUnsupervised (no one onboard)2026-04-182026-04-18Model Y (Cybercabs testing)25
MiamiFLUnsupervised (no one onboard)2026-07-032026-07-03Model Y30.8
OrlandoFLUnsupervised (no one onboard)2026-07-212026-07-21Model Y26.2
TampaFLUnsupervised (no one onboard)2026-07-212026-07-21Model Y23.6
Las VegasNVPermitted / announced——Model Y first, Cybercab later—
PhoenixAZPermitted / announced——Model Y—

Supervised → unsupervised, city by city

Supervised and unsupervised Robotaxi service by city
CityStatusTimelineVehicles
AustinUnsupervised (no one onboard)Supervised from 2025-06-22; unsupervised since 2026-01-22Model Y + Cybercab
SF Bay AreaSafety driver onboardSupervised from 2025-07-30; safety driver still todayModel Y
DallasUnsupervised (no one onboard)Supervised from 2026-04-18; unsupervised since 2026-04-18Model Y
HoustonUnsupervised (no one onboard)Supervised from 2026-04-18; unsupervised since 2026-04-18Model Y (Cybercabs testing)
MiamiUnsupervised (no one onboard)Supervised from 2026-07-03; unsupervised since 2026-07-03Model Y
OrlandoUnsupervised (no one onboard)Supervised from 2026-07-21; unsupervised since 2026-07-21Model Y
TampaUnsupervised (no one onboard)Supervised from 2026-07-21; unsupervised since 2026-07-21Model Y
Las VegasPermitted / announcedPermit 2026-08-20, not yet launchedModel Y first, Cybercab later
PhoenixPermitted / announcedPermit 2025-11-18, not yet launchedModel Y

Fleet size & Cybercab vs Model Y

Robotaxi fleet over time

Tracker = cars seen active in a 7–30 day window · registry = registered in Texas (a ceiling). Not comparable.
Robotaxi fleet size over time
DateVehiclesSeriesNote
22 Jun 202510Community tracker~10 Model Ys at the Austin launch
31 Dec 2025135Community trackerTrackers: Austin ~29 + Bay Area ~106
16 Feb 2026200Community tracker~200 across Austin and the Bay Area (Musk claimed 'well over 500')
30 Apr 2026165Community trackerActive in 30 days: Bay Area 107 supervised + 25 unsupervised
26 May 202634Community trackerActive in 7 days: 20 unsupervised + 9 Bay Area
2 Jun 202642Texas AV registryTexas AV registry
22 Jul 202621Community tracker~21 active unsupervised at end of Q2
17 Aug 2026196Community tracker~196 unsupervised tracked across Texas
31 Aug 2026314Texas AV registryTexas registry: 269 Model Y + 45 Cybercab
3 Sep 2026420Texas AV registryTexas registry: 375 Model Y + 45 Cybercab
21 Sep 2026476Texas AV registryTexas registry: 409 Model Y + 67 Cybercab
26 Sep 2026546Texas AV registryTexas registry: 420 Model Y + 126 Cybercab
1 Oct 2026578Texas AV registryTexas registry: 420 Model Y + 158 Cybercab
2 Oct 2026589Texas AV registryTexas registry: 420 Model Y + 169 Cybercab
3 Oct 2026589Texas AV registryTexas registry: 420 Model Y + 169 Cybercab (flat)
4 Oct 2026589Texas AV registryTexas registry: 420 Model Y + 169 Cybercab (flat)
6 Oct 2026589Texas AV registryTexas registry: 420 Model Y + 169 Cybercab (flat)
7 Oct 2026589Texas AV registryTexas registry: 420 Model Y + 169 Cybercab (flat)
8 Oct 2026739Texas AV registryTexas registry: 420 Model Y + 319 Cybercab
11 Oct 2026739Texas AV registryTexas registry: 420 Model Y + 319 Cybercab (flat since 8 Oct)
14 Oct 2026739Texas AV registryTexas registry: 420 Model Y + 319 Cybercab (flat since 8 Oct; checked before the evening batch)
15 Oct 2026769Texas AV registryTexas registry: 420 Model Y + 349 Cybercab

Cybercab vs Model Y (Texas registry)

Registered robotaxis, Texas only
Cybercab versus Model Y registered in Texas
As ofModel YCybercabCybercab share
31 Aug2694514%
3 Sep3754511%
21 Sep4096714%
26 Sep42012623%
1 Oct42015827%
2 Oct42016929%
3 Oct42016929%
4 Oct42016929%
6 Oct42016929%
7 Oct42016929%
8 Oct42031943%
11 Oct42031943%
14 Oct42031943%
15 Oct42034945%

City by city

AustinDriverless

  • Live since Jun 2025; driverless since Jan 2026
  • 246 sq mi · Model Y + Cybercab
  • Tesla: 300+ Cybercabs serving Austin (10 Oct). Registry: 349 Cybercabs statewide (15 Oct)
  • Hours now 6 AM–11 PM (from 10 PM; announced 2–3 Oct)

SF Bay AreaSafety driver

  • Live since Jul 2025, safety driver onboard
  • 1,098 sq mi · Model Y
  • No driverless permit in California yet

DallasDriverless

  • Driverless from day one (18 Apr 2026)
  • 31 sq mi · Model Y
  • Cybercab 'Dallas soon' (Elluswamy, 10 Oct); rides still Model Y

HoustonDriverless

  • Driverless from day one (18 Apr 2026)
  • 25 sq mi · Model Y
  • Cybercabs spotted testing: launch likely next

MiamiDriverless

  • Driverless since 3 Jul 2026
  • 30.8 sq mi · Model Y
  • Covers Miami International Airport

OrlandoDriverless

  • Driverless since 21 Jul 2026
  • 26.2 sq mi · Model Y
  • Area roughly doubled since launch

TampaDriverless

  • Driverless since 21 Jul 2026
  • 23.6 sq mi · Model Y
  • Excludes South Tampa and the airport

Las VegasNot live

  • Permit (20 Aug) for up to 5,000 cars
  • ~2,500 targeted in year one
  • Must launch within 120 days

PhoenixNot live

  • Ride-hail permit since Nov 2025
  • ~60 robotaxi Model Ys seen staging
  • Launch slipped from 1H 2026

By the numbers

Unsupervised miles
1,000,000
driven with nobody in the driver's seat, announced at the Cybercab launch (3 Sep 2026)
22 Jul · 380k
3 Sep · 1m
2.6x in six weeks, on top of ~2.5m paid miles to 30 Jun (incl. the Bay Area, with safety drivers). ↗
Fare race · same Austin route
Model Y
$12.10
Cybercab
$7.77
~35% cheaper by Cybercab
Model Y: $3 base + $1.40/mi. Riders can't request a Cybercab; they're mixed into normal dispatch.
States with Robotaxi
TXFLCANVAZ???????
2 driverless · 1 with safety drivers · 2 permitted. Tesla's target: ~12 states by end-2026.
Rides given
8,888,888
Tesla doesn't publish ride or fleet counts. Every fleet number on this page comes from trackers or state registries.
Cybercab
  • In low-rate production at Giga Texas since April 2026 (first unit February). Musk: 'very slow, then exponential towards the end of the year'.
  • Two seats, no steering wheel or pedals, steer- and brake-by-wire, AI4 computer.
  • On-demand rear and repeater (side) camera views are in development for riders (no mirrors). A Tesla UI engineer said so (Not a Tesla App, 13 Oct).
  • Self-certified to FMVSS instead of taking a Part 555 exemption, so there's no 2,500-unit cap.
  • NHTSA Special Order AQ26002 (10 Sep) cites 21 issues, including no foot-operated brake. Tesla asked on 18 Sep to move the 30 Sep deadline to 20 Nov. A 29 Sep memo says NHTSA granted 30 days on 22 Sep, so sworn answers are due 30 Oct (TeslaNorth, 8 Oct). The reply is not public. Penalties cited up to $139m.
  • NHTSA ODI opened defect petition DP26010 on 9 Oct (received 23 Sep). It alleges 2026 Robotaxis (Model Y and Cybercab, ADS engaged) sped through active school zones. Evidence is 3 social videos and 4 NHTSA-tally incidents; no crashes, injuries or deaths. This is a petition, not a formal investigation: the agency is deciding whether to investigate. Part 552 allows 120 days from receipt, so a decision is due ~21 Jan 2027. NHTSA estimates ~1,000 vehicles, the first federal fleet-size figure. Third federal action on the driverless fleet in ~5 weeks, after an audit query and Special Order AQ26002 (Electrek, 12 Oct).
Regulators
NHTSA crash reports
19 incidents to 15 Apr 2026, all with a monitor onboard, mostly minor; 2 from mid-Jun to mid-Jul, both a stationary Tesla hit by a human driver.
Nevada
Interim order 27 Jul (10 supervised cars on the Strip); full permit 20 Aug for up to 5,000.
California
CPUC charter permit with safety drivers; DMV has only issued a testing permit.
Arizona
TNC permit 18 Nov 2025; service not launched.
NHTSA AQ26002
Cybercab FMVSS Special Order (10 Sep). Tesla asked for 20 Nov; NHTSA granted 30 days, so the sworn reply is due 30 Oct (memo 29 Sep; TeslaNorth, 8 Oct). Reply still not public, and none is inferred here.
NHTSA DP26010
Defect petition opened 9 Oct (received 23 Sep), not a formal investigation. Alleges 2026 Model Y and Cybercab Robotaxis sped through active school zones (3 social videos and 4 incidents; no crashes, injuries or deaths). NHTSA estimates ~1,000 vehicles. Part 552 decision due ~21 Jan 2027 (Electrek, 12 Oct).
How to read the fleet numbers
  • Tesla doesn't publish ride counts. On 10 Oct its Robotaxi account said 300+ Cybercabs were serving Austin. Two series are shown: community trackers (cars active in a 7- or 30-day window) and Texas AV registry filings (registered cars, a ceiling rather than live dispatch). They aren't comparable.
  • Texas registry totals exclude Florida and the Bay Area. No per-city fleet split is published.
  • Area sizes differ between sources (e.g. Austin 246 vs 264 sq mi). Not a Tesla App (29 Sep 2026) is used throughout.
  • Bay Area is ride-hailing with a safety driver, not autonomous, though Tesla counts it among its metros and in paid miles.
Optimus

The robot, so far.

Latest news, every generation, the production ramp and images of the newest Optimus, including leaks.

Gen 3 unveilNot yetSlipped from Q1 2026 → mid-2026 → no date
Latest shown publiclyV2.5Gold/black; used at events
ProductionPilot, FremontSince ~Jul/Aug 2026, slow ramp
Reported output100s / weekAug 2026, The Information via Electrek 25 Sep; reported, not Tesla IR
External sales2H 2027'as early as', per JPMorgan note
Price target~$20–30kMusk guidance; $20k internal target reported

Latest images

Tap an image to enlarge. Badges: Official Tesla-made or Tesla-credited · Leak unreleased Tesla material · Press third-party photo · Unverified

Generations

2022

Gen 1

Retired
  • Bumblebee dev platform, AI Day Sep 2022
  • ~73 kg, 28 structural actuators
  • 11-DoF hands, 2.3 kWh torso battery
Dec 2023

Gen 2

Superseded
  • Tactile sensing on all fingers
  • 2-DoF neck, foot force sensing
  • ~10 kg lighter, 30% faster walk (Tesla)
2025

V2.5

Latest shown
  • No formal unveil; Musk confirmed '2.5'
  • Gold/black variants, Grok voice in demos
  • Public demos: Tesla Diner, London, Berlin
Not unveiled

Gen 3 / V3

Pilot production
  • 22-DoF hand, actuators in the forearm, tendon drive (patent)
  • ~10,000 unique parts (Musk)
  • AI5 (later AI6) compute planned
  • Design 'finalised' per Tesla to JPMorgan (Aug)
Planned

Gen 4 / V4

Texas, ~summer 2027
  • Higher-volume, easier-to-build design
  • Giga Texas line, 10M/yr long-term design

The production ramp

Q4 2025 call · JanMusk: no robots doing useful work yet; 'still in R&D'. Start of production before end-2026.
Apr 2026Model S/X ends early May; Fremont line (1M/yr design) to start late Jul/Aug.
May 2026First video of the Fremont pilot line.
Jul 2026S/X line torn down in 46 days. Musk: output 'extremely slow at first'.
Aug 2026JPMorgan visit: Gen 3 design finalised, supply chain 'essentially locked'; only a few test robots.
Sep 2026The Information via Electrek (25 Sep), reported not Tesla IR: a few dozen/week in Q2 → several hundred/week in Aug; >1,000/week targeted by year-end. Hands and AI generalisation lag.
Target1M / yrFremont line design capacity
Target10M / yrGiga Texas long-term design
Target>$25bn2026 capex across AI, robotics & chips
Target1M botsMilestone in Musk's 2025 pay award
People & suppliers
Ashok Elluswamy · Leads Optimus (since Jun 2025) and AI software
Konstantinos Laskaris · Described as Optimus programme lead (title unverified)
Milan Kovac · Former VP Engineering, Optimus; left Jun 2025
Tuopu, Sanhua, Joyson · Reported China suppliers (audits, Sep 2026); not confirmed by Tesla
Samsung Foundry · AI5 chip manufacturing partner

News timeline

Optimus news timeline
DateCategoryHeadlineSource
2026-10-12DemoOptimus Gen 2 shown in a case on Tesla's Paris Motor Show stand, next to a production Cybercab. Not a Gen 3 unveil.cybercab.news
2026-09-25ProductionThe Information: output up ~10x to several hundred a week, but hands and AI lagelectrek.co
2026-09-23LeadershipOptimus head of sensors reportedly leavesbasenor.com
2026-09-23LeakTesla app assets reveal the production-ready Gen 3 designnotateslaapp.com
2026-09-21Supply chainTesla reportedly audits China suppliers (Tuopu, Sanhua, Joyson) for the Gen 3 rampcnevpost.com
2026-09-18Supply chainRumour: ~5,000-unit parts order with Chinese suppliers (unconfirmed)eu.36kr.com
2026-09-03DemoOptimus appears at the Cybercab launch in Austinbasenor.com
2026-08-20CustomersTesla tells JPMorgan: Gen 3 design finalised; external sales as early as 2H 2027electrek.co
2026-07-22LeakApp code shows an 'Optimus home data collection' consent screenteslanorth.com
2026-07-22ProductionQ2 update: first-gen Optimus lines being installed; production 'later this year'assets-ir.tesla.com
2026-07-10ProductionFremont Model S/X line torn down in 46 days for Optimusfinance.yahoo.com
2026-07-02ProductionMusk: production 'extremely slow at first… not like making a car'electrek.co
2026-05-21ProductionFirst video of the Optimus pilot line at Fremontevwire.com
2026-04-24Production2026 capex raised to >$25bn, much of it robotics and AIwardsauto.com
2026-04-22ProductionQ1: V3 reveal pushed to 'probably mid-year'; Fremont Optimus line to start late Jul/Augelectrek.co
2026-04-06LeakGen 3 silhouette shown in Optimus lead's ETH Zurich keynotenotateslaapp.com
2026-03-31ProductMusk: 'Optimus 3 is walking around, but needs some finishing touches'notateslaapp.com
2026-03-25ProductRecruiting video: Gen 3 will 'look like a human in a superhero suit'mezha.ua
2026-03-12DemoOptimus shown at AWE 2026 in Shanghai (version disputed)cnevpost.com
2026-03-11ProductTesla AI Weibo teases next-gen human-like handstesery.com
2026-01-28ProductQ4 call: Musk admits no Optimus robots are doing useful work; Gen 3 unveil guided for Q1electrek.co
Treat with care
  • Tesla hasn't formally unveiled Gen 3 as at 1 Oct 2026. All Gen 3 visuals are teasers, third-party photos or leaks.
  • Production figures conflict and Tesla publishes no unit counts. The Information's hundreds-a-week figure (via Electrek, 25 Sep) is reported, not Tesla IR. Q3 results (21 Oct) may clarify.
  • The ~5,000-unit order and $20k internal price come from Chinese supply-chain media, not Tesla.
  • Images load from the original publishers. If a site blocks embedding, the card shows a link instead.
Investors

The numbers the market is watching.

Q3 deliveries vs consensus, the last six quarters, deliveries and the share price. US$ unless stated (Nasdaq: TSLA).

TSLA share priceUS$362.44Close 15 Oct 2026 · ▼ 19% YTD
Market capUS$1.43tn3.95bn shares
Analyst ratings19 Buy20 Hold · 4 Sell
Average price targetUS$397.83▲ 10% implied · range $125–$600
Analyst ratings for TSLA
BuyHoldSellAverage price targetLowHigh
19204US$397.83125600

Q3 2026: deliveries in, results 21 Oct

Deliveries

486,532 ▼ 2.1%
Q3 26
486,532
Q3 25
497,099

Revenue

$27.73bn ▼ 1.3%
Q3 26E
$27.73bn
Q3 25
$28.09bn

EPS (non-GAAP)

$0.45 ▼ 10.0%
Q3 26E
$0.45
Q3 25
$0.50

Deliveries: actual 486,532 (Tesla IR, 2 Oct 2026) vs 461,974 Tesla-compiled consensus (range 421,758 (Cantor) to 482,000 (JPMorgan)); storage 13.7 GWh vs 15.9 GWh expected and 12.5 GWh in Q3 25. Revenue/EPS: S&P Global via Plus500 consensus (EPS range $0.37–0.47); results 21 Oct.

Results explorer

Revenue$28.24bn+26% YoY
Automotive$20.52bnincl. $146m reg. credits
Energy$3.14bn13.5 GWh deployed
Services & other$4.58bn+50% YoY
Gross margin16.8%auto ex-credits 16.3%
Operating income$398m1.4% margin
Net income (GAAP)$1,114m
EPS (non-GAAP)$0.33
Free cash flow$-1,092mcapex $5,789m
Cash & investments$43.5bn
Deliveries480,126+25% YoY
Production451,758
Q2 2026 highlights · reported 22 Jul 2026
  • Record revenue $28.2bn (+26% YoY) beat (~$26bn), but EPS $0.33 missed (~$0.49–0.53); shares fell ~14% next day
  • Operating margin 1.4%; regulatory credits -67% YoY; energy GM ~20% (from ~40% in Q1)
  • Capex $5.8bn drove FCF to -$1.1bn. Net income lifted by the SpaceX stake fair value
  • FSD active subscriptions ~1.48m; TTM revenue above $100bn for the first time

The trend

Revenue by segment

US$m · automotive, energy, services & other
Revenue by segment, US$m
QuarterAutomotiveEnergyServicesTotal revenue
Q1 2025139672730263819335
Q2 2025166612789304622496
Q3 2025212053415347528095
Q4 2025176933837337124901
Q1 2026162342408374522387
Q2 2026205163139458128236

Margins

% · total gross margin vs auto GM ex-credits
Gross margin
QuarterTotal gross marginAuto gross margin ex-credits
Q1 202516.3%12.5%
Q2 202517.2%15.0%
Q3 202518.0%15.4%
Q4 202520.1%17.9%
Q1 202621.1%19.2%
Q2 202616.8%16.3%

Deliveries vs production

vehicles · Q3 26 = actual (Tesla IR, 2 Oct)
Deliveries and production
QuarterDeliveriesProduction
Q1 24386810433371
Q2 24443956410831
Q3 24462890469796
Q4 24495570459445
Q1 25336681362615
Q2 25384122410244
Q3 25497099447450
Q4 25418227434358
Q1 26358023408386
Q2 26480126451758
Q3 26486532464391

Free cash flow & capex

US$m
Free cash flow and capex, US$m
QuarterFree cash flowCapex
Q1 20256641492
Q2 20251462394
Q3 202539902248
Q4 202514202393
Q1 202614442493
Q2 2026-10925789

TSLA month-end close (US$)

Oct 2024 – Sep 2026 · hover for values
TSLA month-end close, US$
MonthClose
2024-10249.85
2024-11345.16
2024-12403.84
2025-01404.60
2025-02292.98
2025-03259.16
2025-04282.16
2025-05346.46
2025-06317.66
2025-07308.27
2025-08333.87
2025-09444.72
2025-10456.56
2025-11430.17
2025-12449.72
2026-01430.41
2026-02402.51
2026-03371.75
2026-04381.63
2026-05435.79
2026-06420.60
2026-07311.21
2026-08367.95
2026-09354.81

Annual revenue: actual & consensus

US$bn · EPS non-GAAP consensus above bars
Annual revenue, actual and consensus
PeriodRevenue US$bnEPS non-GAAP consensusKind
FY25A94.8—Actual
FY26E106.351.75Consensus
FY27E119.12.08Consensus

Guidance & the pay award

VolumeNo numeric delivery guidance; 'maximum capacity utilisation', subject to demand and allocation to Tesla's own Robotaxi fleet.
Capex>$25bn in 2026 (raised from >$20bn in Jan); expected to keep rising for 2–3 years. Negative FCF for the rest of 2026.
Robotaxi~7 US metros; target unsupervised FSD in ~12 states by end-2026. Musk: Robotaxi revenue not material in 2026.
OptimusFirst-gen Fremont line in production from ~Aug 2026 with a slow ramp; Texas plant ~summer 2027.
Semi, Megapack 3Both in production in 2026. AI compute >115 MW, targeting ~400 MW by year-end.
The CEO award, in one line per milestone

2025 CEO Performance Award (approved 6 Nov 2025): 423.7m restricted shares in 12 tranches. Market-cap hurdles from $2.0tn to $8.5tn, each paired with an operating milestone: 20m cumulative vehicles, 10m FSD subscriptions, 1m Optimus bots, 1m Robotaxis in operation, and Adjusted EBITDA of $50bn–$400bn. No tranche earned as at Apr 2026.

Tesla quarterly results (US$m except per-share, deliveries and GWh)
QuarterReportedRevenueAutomotiveEnergyServicesGross marginAuto GM ex-creditsOperating incomeNet incomeEPS non-GAAPFree cash flowCapexDeliveriesProductionStorage GWh
Q1 202522 Apr 202519335139672730263816.3%12.5%3994090.27664149233668136261510.4
Q2 202523 Jul 202522496166612789304617.2%15.0%92311720.414623943841224102449.6
Q3 202522 Oct 202528095212053415347518.0%15.4%162413730.53990224849709944745012.5
Q4 202528 Jan 202624901176933837337120.1%17.9%14098400.51420239341822743435814.2
Q1 202622 Apr 202622387162342408374521.1%19.2%9414770.41144424933580234083868.8
Q2 202622 Jul 202628236205163139458116.8%16.3%39811140.33-1092578948012645175813.5
Read before you quote
  • Financials from Tesla 8-K exhibits (Q1 2026 and Q2 2026 decks). Automotive revenue here = total less energy and services.
  • Consensus differs across aggregators and between GAAP and non-GAAP. Q3 revenue/EPS consensus is from 2 Aug and may have moved; FY27 is low confidence. Q3 actuals (Tesla IR, 2 Oct): 486,532 delivered vs the 29 Sep company-compiled consensus of 461,974 (+5.3%), 464,391 produced, 13.7 GWh storage vs 15.9 GWh expected. Model 3/Y 478,237 delivered, other models 8,295. Q3 revenue/EPS are still consensus until results on 21 Oct.
  • 29 Sep 2026 8-K: $30bn of new senior unsecured facilities — Citi $20bn three-year delayed-draw, Wells Fargo $8bn five-year revolver and $2bn 364-day revolver — replacing an undrawn $5bn revolver. Tesla says it does not currently plan to draw in 2026.
  • Q3 results: 21 Oct 2026 after the US close (confirmed in the 2 Oct deliveries release). Share data: Nasdaq TSLA via stockanalysis.com, Thu 15 Oct 2026 close ($362.44, -$4.72 / -1.29% from $367.16 on 14 Oct). Market cap about $1.43tn (that close times 3,949.5m shares, $1,431.5bn). Average price target on that page was $397.83. Not investment advice.
Musk's pay plan tracker

A trillion-dollar scoreboard.

The 2025 CEO Performance Award: 12 tranches, each unlocked by a market-cap milestone plus operational milestones. Here's how far Tesla is from each one.

Tranches earned0 / 12per Tesla's Apr 2026 10-K/A
Maximum award423.7mshares · 12 × 35.3m · ~12% of Tesla
Market cap today$1.43tnneeds +40% for tranche 1
Voting power if all earned24.9%from 13.6% today
Clock runs toSep 2035approved 6 Nov 2025 (>75% in favour)

The market-cap ladder

$2.0tnT1
$2.5tnT2
$3.0tnT3
$3.5tnT4
$4.0tnT5
$4.5tnT6
$5.0tnT7
$5.5tnT8
$6.0tnT9
$6.5tnT10
$7.5tnT11
$8.5tnT12
$1.43tntoday
Tranche 1 needs $2.0tn on both a trailing 6-month and 30-day average. Today's cap is $1.43tn (15 Oct 2026 close). The 6-month average is roughly $1.50tn, and the peak month-end was ~$1.80tn in Oct 2025. The top rung, $8.5tn, is 5.9x today: about $1,945 a share once the award shares are issued.

Operational milestones

Milestone

20m vehicles delivered

48%9.7m of 20m

~9.7m to end-Q2 2026; passed 10m during Q3 (reported) ↗

Counts as: Cumulative since Tesla's first delivery
Milestone

10m active FSD subscriptions

15%1.48m of 10m

1.48m paid FSD users (Q2 2026), up 56% YoY ↗

Counts as: 3-month average of daily active subscriptions
Milestone

1m bots delivered

0%0 of 1m

None delivered to customers yet; external sales 'as early as 2H 2027' ↗

Counts as: Cumulative from the grant date
Milestone

1m Robotaxis in commercial operation

<1%769 of 1m

769 registered in Texas on 15 Oct (420 Model Y + 349 Cybercab), up from 739. Tesla said 300+ Cybercabs were serving Austin on 10 Oct; that is not a fleet total ↗

Counts as: 3-month average of daily vehicles in commercial service
The other 8 milestones: Adjusted EBITDA
Four-quarter Adjusted EBITDA, US$bn
$50bn
$80bn
$130bn
$210bn
$300bn
$400bn ×3
FY2025: $14.6bn

Adjusted EBITDA was $14.6bn in FY2025. The three $400bn milestones need three separate, non-overlapping four-quarter periods. The first target, $50bn, is 3.4x FY2025. ↗

The 12 tranches

🔒TRANCHE 2$2.5tn+ any 2 op. milestones
🔒TRANCHE 3$3.0tn+ any 3 op. milestones
🔒TRANCHE 4$3.5tn+ any 4 op. milestones
🔒TRANCHE 5$4.0tn+ any 5 op. milestones
🔒TRANCHE 6$4.5tn+ any 6 op. milestones
🔒TRANCHE 7$5.0tn+ any 7 op. milestones
🔒TRANCHE 8$5.5tn+ any 8 op. milestones
🔒TRANCHE 9$6.0tn+ any 9 op. milestones
🔒TRANCHE 10$6.5tn+ any 10 op. milestones
🔒TRANCHE 11$7.5tn+ any 11 op. milestones
🔒TRANCHE 12$8.5tn+ all 12 op. milestones
How it works
  • Each tranche needs its market-cap milestone plus one more operational milestone than the tranche before: tranche 1 needs any 1, tranche 12 needs all 12.
  • Market-cap milestones must be hit in order, on both a trailing 6-month and 30-day average. Operational milestones can come in any order.
  • No partial credit. Each operational milestone can only unlock one tranche.
  • Shares earned in the first five years vest at 7.5 years; later ones vest at 10 years. Musk must still be CEO (or an approved equivalent role).
  • The award also needs a CEO succession framework in place. A 'covered event' clause can deem the FSD, Robotaxi or Bot goals met if an outside event blocks them.
Timeline
Sep 2025Board approves the 2025 CEO Performance Award
6 Nov 2025Shareholders approve it with more than 75% support
Dec 2025Delaware Supreme Court reinstates the separate 2018 award ($1 nominal damages)
30 Apr 202610-K/A: no tranche achieved
Sep 2035Performance period ends; unearned tranches are forfeited

Preliminary fair value at grant: $87.75bn (Tesla 8-K).

Read before you quote
  • Terms are from Tesla's 8-K exhibits and 2025 proxy statement. Tesla's board, not this page, certifies achievement.
  • Progress figures are the latest public data points and aren't measured on the award's exact basis (e.g. 3-month averages).
  • The 6-month average market cap is approximated from month-end closes and today's share count.
  • The 2018 award, reinstated in Dec 2025, runs separately and isn't tracked here.
Sources: Award terms (8-K Ex. 99.2) · Award agreement (8-K Ex. 10.2) · 2025 proxy statement · 10-K/A status table (Apr 2026)
Leadership

Who runs the show.

Executive officers, key leaders and the Board. Tap anyone for more.

Executives, key leaders and the board

Tesla leadership
GroupNameRoleSinceBio
Executives and key leadersElon MuskTechnoking & CEOCEO since Oct 2008Co-founder and largest shareholder. Also leads SpaceX (incl. xAI), Neuralink and The Boring Company. Sets all public Robotaxi and Optimus targets.
Executives and key leadersVaibhav TanejaChief Financial OfficerCFO since Aug 2023Former Chief Accounting Officer (from 2019); ex-SolarCity finance and PwC. Guided >$25bn 2026 capex and negative FCF.
Executives and key leadersTom ZhuSVP, APAC & Global Vehicle ManufacturingJoined Apr 2014Built and ran Giga Shanghai; now oversees global vehicle manufacturing.
Executives and key leadersAshok ElluswamyVP, AI SoftwareOptimus remit since 2025Long-time Autopilot engineering head. Leads FSD, Robotaxi software and Optimus AI; announced 1m unsupervised miles at the Cybercab launch.
Executives and key leadersLars MoravyVP, Vehicle Engineering—Leads vehicle engineering, including the Cybercab and Semi programmes.
Executives and key leadersMike SnyderVP, Energy & Charging—Runs energy storage (Megapack, Powerwall) and Supercharging.
Executives and key leadersFranz von HolzhausenChief DesignerSince 2008Designed Model S, 3, X, Y, Cybertruck and Cybercab.
Board of DirectorsRobyn DenholmChair (independent)Director 2014; Chair 2018Operating Partner at Blackbird Ventures; former CFO/COO of Telstra and CFO of Juniper Networks.
Board of DirectorsElon MuskDirector; CEOSince Apr 2004Co-founder and CEO; Chair until 2018.
Board of DirectorsKimbal MuskDirectorSince Apr 2004Co-founder of The Kitchen Restaurant Group; Elon Musk's brother.
Board of DirectorsIra EhrenpreisDirector; Chair, Compensation CommitteeSince May 2007Founder of DBL Partners, a cleantech VC.
Board of DirectorsJames MurdochDirectorSince Jul 2017CEO of Lupa Systems; former CEO of 21st Century Fox.
Board of DirectorsKathleen Wilson-ThompsonDirectorSince Dec 2018Former EVP & Global CHRO of Walgreens Boots Alliance.
Board of DirectorsJoe GebbiaDirectorSince Sep 2022Airbnb co-founder; founder of Samara.
Board of DirectorsJB StraubelDirectorSince May 2023Founder and CEO of Redwood Materials; Tesla co-founder and CTO 2005–2019.
Board of DirectorsJack HartungDirector (independent)Since Jun 2025Former CFO & Chief Strategy Officer of Chipotle; earlier at McDonald's.

Recent leadership changes

Sep 2026SEC staff no-action (29 Sep) for an Issuer Voluntary Retail Voting Program: retail holders can opt into a standing vote with the board's recommendations. Speculation about a SpaceX-Tesla combination continues. Optimus head of sensors reportedly left.
Apr 202610-K/A: 9-member board unchanged; executive officers Musk, Taneja, Zhu.
Mar 2026Sendil Palani (VP Finance, 17 years) and Thomas Dmytryk (OTA/Robotaxi infrastructure) left.
Feb 2026Raj Jegannathan (North America sales head) left; Cybercab programme manager and assembly lead also left.
Nov 2025Shareholders approved the 2025 CEO Performance Award; all directors re-elected.
Sep 2025Ashish Kumar (Optimus AI lead) left for Meta.
Aug 2025Pete Bannon left; Dojo team disbanded.
Jun 2025Omead Afshar, Milan Kovac (Optimus) and Jenna Ferrua (HR) left. Tom Zhu promoted; Jack Hartung joined the Board.
Updates

What changed

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