October Europe registrations slump: Sweden −89%, Denmark −86%, Norway −50%; France +2.4%
November 3, 20250
Country registration data for October: Sweden down 89% y/y; Denmark down 86% y/y; Norway down 50% y/y; France up 2.4% y/y (vs market +2.9%)
TSLA
Tesla, Inc.
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Further DEFA14A filed: employee communication, Musk X posts, VoteTesla.com updated
October 31, 20250
Company sent internal communication to employees urging participation/support in upcoming vote; content filed as DEFA14A exhibit
Cybercab to debut at Shanghai CIIE Nov 5–10; NHTSA posts Cybertruck light-bar recall (6,197 units)
October 30, 20250
Tesla VP Tao Lin announces on Weibo: Cybercab (robotaxi) Asia-Pacific debut at China International Import Expo (Shanghai) Nov 5–10; no China launch timing disclosed; production targeted 2026 per prior…
Opposition to Musk $1T pay intensifies; unions, Democratic officials urge ‘no’ votes; proxy advisors against
October 29, 20250
Unions and Democratic state officials (e.g., NY State Comptroller, NYC Comptroller) campaign to reject 2025 CEO Performance Award and vote against three directors up for election
NBER study: Musk’s partisan politics linked to 1.0–1.26M lost U.S. Tesla sales
October 28, 20250
Yale economists’ working paper estimates U.S. Tesla sales would have been 67–83% higher (≈1.00–1.26M additional vehicles) Oct-2022 to Apr-2025 absent a “Musk partisan effect”
Denholm warns Musk could leave if $1T pay plan fails ahead of Nov. 6 vote
October 27, 20250
Board chair Robyn Denholm publicly cautions that Elon Musk may depart if shareholders reject proposed 2025 CEO Performance Award (potentially worth up to ~$1T)
NHTSA seeks information from Tesla on new FSD ‘Mad Max’ driving mode
October 24, 20250
Regulator requested details on ‘Mad Max’ mode reported to operate more aggressively and at higher speeds than other FSD versions
Safety actions: 63,619 Cybertrucks recalled for bright parking lights; 12,963 Model 3/Y battery issue
October 23, 20250
Recall: 63,619 Cybertrucks for front parking lights too bright; fix via over-the-air software update; build range affected: 2023-11-13 to 2025-10-11
Tesla recalls 63,619 Cybertrucks over excessively bright front parking lights
October 23, 20250
U.S. NHTSA campaign covers certain 2024–2026 Cybertruck vehicles built 2023-11-13 to 2025-10-11 with software prior to 2025.38.3
Q3 2025 results: $28.1B revenue, $1.373B GAAP net income; record energy; FSD v14 begins
October 22, 20250
Total revenue $28.095B (+12% y/y); global deliveries 497,099 (+7% y/y)
Q3 2025 results: record revenue and free cash flow; recall 12,963 Model 3/Y
October 22, 20250
Total revenue: $28.095B (+12% YoY); Automotive revenue: $21.205B; Energy generation & storage: $3.415B (+44% YoY); Services & other: $3.475B (+25% YoY)
Board chair Denholm issues letter; shareholders urged to vote; VoteTesla.com updated
October 21, 20250
Robyn Denholm letter posted on X; company emailed shareholders a reminder and letter; both included in DEFA14A exhibits
Tesla begins proxy campaign on X; challenges ISS/Glass Lewis recommendations
October 20, 20250
Company posted article on X titled “Take back your vote from proxy advisors: vote in the interests of Tesla shareholders”; message argues ISS/Glass Lewis analyses misfit Tesla’s scale and incentive st…
Tesla launches lower-priced Model 3 and Model Y Standard trims in U.S.
October 8, 20250
New Standard versions start at $36,990 (Model 3) and $39,990 (Model Y)
Q3 2025: 447,450 vehicles produced, 497,099 delivered; 12.5 GWh storage
October 2, 20250
Production: 447,450 total (Model 3/Y 435,826; Other Models 11,624)
Model Y deliveries begin in India; initial cities, pricing and early volumes
September 29, 20250
Tesla India commenced deliveries of Model Y Rear-Wheel Drive; Long Range deliveries to start soon
Tesla urges U.S. to keep federal emissions rules and endangerment finding
September 26, 20250
Company filed comments asking EPA not to repeal federal vehicle GHG standards or the longstanding finding that greenhouse gases endanger public health