Another quarter is in the books, and that means it’s time for Tesla’s Q3 2026 earnings call. Tesla delivered 486,532 vehicles in Q3, handily beating analyst expectations, and Q3 and Q4 are usually Tesla’s strongest quarters of the year as it pushes to close out annual numbers.
The earnings call will be live-streamed on Tesla’s Investor Relations website. It’s also expected to stream on X and YouTube, like in past quarters, although Tesla hasn’t shared those links yet. We’ll post them here closer to the event so you can listen live.
Start Time
Tesla’s live stream starts at 5:30 p.m. ET on Wednesday, October 21.
Tesla’s Q3 So Far
Tesla has already released its Q3 2026 production and delivery numbers. Deliveries were up 1.3% from Q2 and beat an analyst consensus of 461,974 vehicles by 5.3%. They were still down 2.1% from Q3 2025, when buyers rushed to grab the U.S. federal EV tax credit before it expired. Here’s a breakdown of Tesla’s Q3 2026 results:
Production
Deliveries
Model 3/Y
457,387
478,237
Model S, X, and Cybertruck
7,004
8,295
Total
464,391
486,532
Energy storage was a weak spot this quarter. Tesla deployed 13.7 GWh, up from both Q2 and last year, but well short of the 15.9 GWh analysts expected.
How to Submit and Vote On Questions
Tesla lets shareholders submit questions that are voted on and may be answered during the Q&A session. To submit your own question or vote on one that’s already been submitted, you’ll need to be a verified shareholder. Head to Say’s platform and link your brokerage account.
Once verified, you can vote your shares on your own question or someone else’s. Here’s the link to get started on Say’s Tesla Q3 2026 Q&A. Submissions and voting close on Tuesday, October 20, at 1:00 p.m. PT.
Top Questions So Far
Shareholders have already submitted more than 800 questions. Here are the top ones so far, ranked by shares represented:
How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
When can we anticipate FSD unsupervised in customer cars?
When will the CyberCab be available for customer purchase/ownership?
What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
What’s the cost per Optimus unit, and what does the first paying customer look like?
When do you anticipate Optimus will begin generating revenue?
And here are some other ones we found interesting:
Mapping for FSD continues to be a problem. The three biggest issues are recognizing proper speed limits, parking, and typical routes. I understand you use various third-party maps, but why not use your own maps. Authorize trusted/verified Tesla owners to provide input.
How are SI assets partitioned between SPCX and TSLA?
What to Expect
Cybercab is likely to be a major topic. The top question asks about scaling the fleet beyond Austin while NHTSA reviews how Tesla certified the vehicle, and Tesla recently got a 30-day extension to respond to that probe, with a deadline of October 30. Dallas is next in line for Cybercab rides, so we may get a timeline.
FSD (Supervised) and Optimus are also on investors’ minds. Expect details about unsupervised FSD for customer cars, FSD v15, and the path to 24/7 Robotaxi service. Investors also want to know about Optimus costs and when it will start making money.
The call also comes just ahead of Tesla’s 2026 Annual Shareholder Meeting on December 3. There, Tesla is asking shareholders to re-elect Elon Musk, Robyn Denholm, and JB Straubel to the Board.
Earnings Call Details
Tesla will release its Q3 2026 financial results after the market closes on Wednesday, October 21, followed by the earnings call at 5:30 p.m. ET. We’ll add the stream links here before it starts.
We’ll have a full recap of the call afterward, along with deeper dives into anything new Tesla shares about its products and plans.
Tesla has set the date for its 2026 Annual Shareholder Meeting. The meeting takes place on Thursday, December 3, at 3:00 p.m. CT at Giga Texas in Austin, under the theme “Building a World of Amazing Abundance.”
Tesla announced the meeting on X, asking shareholders to vote in favor of all three proposals on the ballot. “Your vote is critical to helping us maintain that momentum,” Tesla wrote, adding that voting instructions and control numbers will follow soon.
What’s on the Ballot
The headline item is Proposal One: re-electing Tesla’s three Class I Directors, Elon Musk, Board Chair Robyn Denholm, and JB Straubel. In a letter to shareholders, the Board asked investors to vote with its recommendations on all proposals, “most importantly, the re-election of our Class I Directors.”
On its new shareholder meeting website, Tesla calls Musk the architect of its transformation and highlights Denholm’s nearly 30 years of executive leadership. It also points to Straubel’s decade-plus at the heart of Tesla’s technology and battery development. The other two proposals include a say-on-pay vote on 2025 executive compensation (including $158.4 billion in 2025 stock awards for Musk) and endorsing PWC as Tesla’s auditor for 2026.
Tesla’s website lays out what it has achieved as of late. It has delivered over 10 million vehicles, scaling production 10x in six years, and launched the Cybercab, with more than 300 now operating in Austin and rides expected to launch soon in Dallas. Tesla also expanded its Robotaxi service to seven U.S. cities, and FSD (Supervised) now has nearly 1.5 million paid customers and over 15 billion cumulative miles driven.
Not a Tesla App
On the energy side, Tesla has deployed more than 130 GWh of storage and started producing the new Megapack 3 in Texas. It recently also opened its Semi factory in Nevada, started building a high-volume Optimus line in Fremont, and launched its Terafab initiative with SpaceX to start producing AI chips in-house.
How to Attend in Person
Seating at Giga Texas is limited, so Tesla is using a random drawing to pick which shareholders can attend. The deadline to enter is Friday, November 6, at 11:59 p.m. CT, and Tesla expects to start notifying selected attendees the week of November 16. You can enter the lottery on Tesla’s official annual shareholder meeting website.
If you’re selected, you’ll need valid government-issued ID to confirm your identity, and your spot can’t be transferred to anyone else.
How to Join the Virtual Meeting
Anyone can watch the public livestream, but shareholders of record as of October 13, 2026, can also join the virtual meeting to vote and submit written comments. To log in, you’ll need your 16-digit control number.
If your shares are registered directly with Tesla’s transfer agent, Computershare, your control number is on the Notice of Internet Availability or paper proxy card you received. If you hold shares through a broker, check the voting instruction form your broker sends you.
What to Expect
For many, the main draw is the presentation and Q&A with Musk and other Tesla executives, which usually offers the clearest look at Tesla’s product roadmap. Expect updates on Cybercab, FSD, Optimus, and Semi, plus possibly more on the recently unveiled Roadster.
We’ll share how to watch the livestream closer to December 3, along with full coverage of the Q&A session and everything announced.
