Tesla has officially announced its delivery numbers for Q3 2026. They delivered 486,532 vehicles this past quarter, beating analyst expectations and edging above Q2, although deliveries remained below last year's third quarter. The production and delivery report also lists 464,391 vehicles produced and 13.7 GWh of energy storage deployed.
Tesla Q3 2026 Deliveries Compared With Q2 and Last Year
Here’s how the numbers compare to the previous quarter:
Metric
Q3 2026
Q2 2026
Quarterly change
Model 3/Y deliveries
478,237
467,762
+2.2%
Other model deliveries
8,295
12,364
-32.9%
Total deliveries
486,532
480,126
+1.3%
Total production
464,391
451,758
+2.8%
Energy storage deployed
13.7 GWh
13.5 GWh
+1.5%
And here is the comparison year-over-year:
Metric
Q3 2026
Q3 2025
Yearly change
Model 3/Y deliveries
478,237
481,166
-0.6%
Other model deliveries
8,295
15,933
-47.9%
Total deliveries
486,532
497,099
-2.1%
Total production
464,391
447,450
+3.8%
Energy storage deployed
13.7 GWh
12.5 GWh
+9.6%
Other Models
As expected, the “Other models” category decreased over the past quarter as Tesla sunset the Model S and Model X. The Model S/X delivery event was back in May, so those vehicles likely didn’t count toward this quarter’s numbers.
Instead, the other models category is likely fueled by the Cybertruck and the Tesla Semi. Tesla is expected to produce 50,000 Semi trucks yearly, and has just started volume production, so this will be one category to keep your eye on as Cybertruck numbers will likely remain steady.
How Tesla Performed Against Analyst Estimates
The analyst consensus shared before the report projected 461,974 deliveries. Tesla finished 24,558 vehicles above that forecast, a 5.3% beat. The delivery estimate combined forecasts from 24 financial institutions and was not a Tesla guidance.
Metric
Q3 consensus
Q3 actual
Difference
Vehicle deliveries
461,974
486,532
+5.3%
Energy storage
15.9 GWh
13.7 GWh
-13.8%
Energy storage deployments grew from both comparison quarters but fell 2.2 GWh short of expectations.
There are also software improvements expected this coming quarter. Grok text messaging has appeared in the owner's manual, while Tesla has also confirmed work on Grok voice controls for FSD. Both are developments to watch, with releases expected this quarter.
Earnings Call
Tesla’s full Q3 financial results will follow after market close on October 21, with the earnings webcast at 5.30 p.m. Eastern. That report will provide financial details that are missing from today’s figures. It typically gives a lot of other insight into Tesla’s future projects as well, so be sure to listen in or look for our recap following the event.
October has arrived, and Tesla appears ready to give its fleet a seasonal makeover. While holiday software tricks have long been a staple of Tesla’s Toybox, a brand-new festive mode is officially on the horizon.
Tesla posted a short teaser clip on X with the caption “Halloween is coming,” previewing a spooky transformation coming to the center touchscreen.
The clip opens on a glowing jack-o'-lantern before pulling back to reveal an in-cabin display. On screen, the standard fullscreen parked visualization is replaced by an eerie graveyard scene complete with a full moon, haunted mansion, glowing pumpkins, rolling fog, and a zombie hand clawing out of the dirt. The vehicle avatar is covered up — maybe it’s pretending to be a ghost, or maybe it’s hiding a custom Halloween-themed car model or wrap.
Not a Tesla App
What to Expect From “Halloween Mode”
Tesla drivers are already familiar with festive transformations thanks to Santa Mode, which turns the onscreen vehicle model into Santa’s sleigh, swaps surrounding traffic into reindeer, renders walking pedestrians as elves, and plays jingle bell turn signals.
Rival Rivian has its own Halloween Mode, an annual limited-time software update featuring haunted soundscapes, flickering cabin lights, and spooky driver display graphics like zombies and headless horsemen. While Rivian’s implementation disappears when November rolls around, Tesla will likely add Halloween Mode permanently to the Toybox alongside Santa Mode so owners can use it year-round.
Not a Tesla App
Based on the teaser, we could see spooky navigation visualizations to match the parked graphics. Surrounding vehicles could render as rolling pumpkins while walking pedestrians transform into zombies or ghosts on the screen. Tesla could also throw in spooky custom lock sounds (we have a pretty eerie owl hoot you can start using today), haunted vehicle model wraps, and some Halloween-themed audio.
Santa Mode came out in the 2025 Holiday Update, so introducing a dedicated Halloween experience this year raises the question of whether Tesla plans to roll out a new holiday theme every year. Once Halloween Mode joins Santa Mode this autumn, we might see custom themes for Thanksgiving or literal Easter eggs next year.
What About Intel Vehicles?
Infotainment hardware will likely dictate what features different Tesla vehicles get. Fullscreen 3D parked visualizations require the graphics muscle of newer AMD Ryzen infotainment units, so a custom parked scene won’t make its way to Intel-powered vehicles with this Halloween Mode.
Vehicles running older Intel Atom processors will probably receive a cut-down version of the release. While Intel cars might miss out on the complex 3D graveyard parked scene, they should still get festive on-road avatar swaps, spooky lock chimes, and custom vehicle wraps depending on exactly what the feature comes with.
Tesla hasn’t announced an exact release date for the feature, but expect a spooky update to roll out later this month as we get closer to Halloween.
