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- Jan 28, 202695% CONFIDENCEfrom sec.gov
Tesla Q4 2025 Earnings and Q&A Webcast
- Q4 2025 revenue fell 3% to $24.9 billion: automotive down 11% to $17.7 billion, energy up 25% to $3.8 billion, services and other up 18% to $3.4 billion[1]
- GAAP net income fell 61% to $840 million, or 24 cents a share, as operating expenses rose 39%; non-GAAP EPS of $0.50 beat the 45 cents LSEG expected, on revenue estimates of $24.79 billion[1][3]
- For 2025, revenue was $94.8 billion, down 3%, GAAP net income $3.8 billion and free cash flow $6.2 billion, with cash and investments of $44.1 billion[1]
- Tesla disclosed that on 16 January 2026 it agreed to invest about $2 billion in xAI's Series E preferred stock, alongside a framework agreement for AI collaboration[1]
- Musk said on the call that Model S and X production would end and their Fremont lines would be converted to make Optimus; CFO Vaibhav Taneja told investors to expect about $20 billion of capital spending in 2026[3]
- The deck said Tesla began removing safety monitors from Robotaxis in Austin in January; the stock rose 2% in extended trading[1][3]
References 490% CONFIDENCEOverall confidence: 90%How well the pin's source and references back up its dates.Weighted average of how firmly 4 references, the source included, support the pin's start and end times; a reference counts half as much for every 180 days older than the newestShow all pins at 75% confidence or better
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- [1]90%sec.gov/Archives/edgar/data/1318605/000162828026003837/exhibit991.htmsec.gov· Posted Sep 28, 2026· Starts Jan 28, 2026· 47% of score
Tesla's Q4 2025 deliveries release: 'Tesla will post its financial results ... after market close on Wednesday, January 28, 2026' with a live webcast 'that day at 4:30 p.m. Central Time'; its 8-K confirms the results were released that day; 4:30 p.m. CST is 22:30 UTC.
- [2]95%Tesla, Inc. Form 8-K dated January 28, 2026 (Item 2.02)sec.gov· Published Jan 28, 2026· Starts Jan 28, 2026 ✓· 18% of score
Tesla's cover filing: 'On January 28, 2026, Tesla, Inc. released its financial results' by posting its update on its investor relations site.[1]
- [3]85%Tesla tops estimates for quarter, but wraps up first annual revenue drop on recordcnbc.com· Published Jan 28, 2026· 18% of score
CNBC: EPS of 50 cents against 45 cents, revenue of $24.90 billion against $24.79 billion, the end of Model S and X, and the $20 billion capex outlook.
- [4]88%Tesla Fourth Quarter 2025 Production, Deliveries & Deployments (Form 8-K Exhibit 99.1)sec.gov· Published Jan 2, 2026· 17% of score
Tesla's deliveries release, which set the results 'after market close on Wednesday, January 28, 2026' with a webcast 'at 4:30 p.m. Central Time'.[1]
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