Overview
- Treasury data show Tesla delivered 418,227 vehicles in Q4 2025 and 1,636,129 for the year, missing Wall Street estimates on both counts.
- According to TheElec, cited by The Street, Samsung will supply 5G automotive modems for Tesla, initially for robotaxis in Austin, alongside a previously announced $16.5 billion AI6 chip deal.
- Tesla’s operating income fell to $4.86 billion in 2025 from $7.76 billion in 2024, and gross profit declined to $16.2 billion from $17.4 billion.
- The company’s earnings call is scheduled for Wednesday, Jan. 28 after the market close, with investors seeking clarity on the outlook.
- Tesla plans to discontinue the $9,000 Full Self-Driving purchase option on Feb. 14 and move to a $99-per-month subscription model.