Annualized vehicle production capacity projected to reach roughly 3 million units.
within 24 months (by Oct'27)On track Initial
TSLA
Tesla, Inc.
Austin Robotaxi rides to be operated without safety drivers across large areas.
by year-end 2025On track InitialCompany CapEx expected to increase substantially versus 2025 level during next fiscal year.
FY'26On track InitialCybercab vehicle line set to begin production as autonomy-optimized product.
Q2'26On track InitialCybercab vehicle production line expected to commence series production at Giga Texas.
Q2 2026Ahead of schedule UpgradedCybercab/robotaxi program expected to reach volume production after initial production ramp.
Q2 2026On track ReiteratedFactory-to-customer autonomous delivery set to become default in Greater Austin and Bay Area.
by year-end 2025 DowngradedFSD to add onboard reasoning capabilities across customer vehicles.
by year-end 2025On track Initial
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AI5 inference/training chip targeted to enter volume production for internal platforms.
Q4'26 Reiterated- Achieved on October 2025
Austin robotaxi service area to be greatly expanded beyond competitors’ footprints.
next few weeks (Q3'25)Ahead of schedule Resolved - Missed on October 2025
Autopilot user experience expected to see step-change improvement via software updates.
next several weeks (Q3'25)Behind schedule Resolved
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- Achieved on July 2025
Auto profitability expected to be negatively affected as Section 232 auto tariffs take effect.
May'25Behind schedule Resolved Autonomy contribution to be material, expected to move Tesla’s financial needle significantly.
H2'26 Reiterated- Achieved on July 2025
Cybercab equipment installation at Giga Texas set to begin at large scale after Q2 builds.
in the coming monthsOn track Resolved
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- Achieved on April 2025
Automotive margins expected to be negatively impacted by idle capacity and ramp costs.
Q1'25On track Resolved - Achieved on April 2025
Automotive production expected to experience several weeks of downtime from changeover.
Q1'25On track Resolved Energy storage deployments with Powerwall 3 expected to increase as rollout expands during the year.
FY'25 Silent
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- Missed on July 2025
Affordable model pricing to be sub-$30k with incentives at launch to expand addressable market.
H1'25On track Resolved - Achieved on January 2025
Automotive gross margin expected to face pressure and be challenging to sustain sequentially.
Q4'24On track Resolved - Achieved on January 2025
Energy deployments projected to grow sequentially in Q4 and finish more than double last year.
FY'24On track Resolved
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