Tesla Q3 2026 update: Grok Bot handles inbox and calendar in Robotaxi
Tesla's Q3 2026 roundup notes that Grok rides along in Robotaxi, with Grok Bot handling your inbox, calendar and tasks by voice.
Tesla just dropped its Q3 2026 update, and it's packed Here's everything you need to know The numbers • Revenue: $28.0B • Gross profit: $5.5B, up 9% year over year • Operating cash flow: $6.3B • Cash and investments: $45.4B • Trailing 12-month revenue above $100B for the second quarter in a row 10 million Teslas • The 10 millionth vehicle was produced and delivered • 486,532 deliveries in Q3 • Record production at Giga Berlin • Largest passenger vehicle backlog in four years FSD is exploding • Over 75% of new North American deliveries now include FSD (Supervised), up nearly 20 points in one quarter • 1.74M active subscriptions, up 67% year over year • Live in 9 EU countries Robotaxi is going vertical • Cybercab started giving rides in Austin on September 3 • Unsupervised miles grew 8x in one quarter to nearly 2 million • Grok rides along with Grok Bot handling your inbox, calendar and tasks by voice Optimus is in production • First production-quality bots coming off high-volume lines in Fremont • An Optimus factory is under construction in Texas Tesla Semi is in volume production • 500 miles at a full 82,000 lbs • About a third of the energy of a diesel truck • 25,000 a year of capacity in Nevada Next Gen Roadster unveiled • "The best of the last human-driven cars" Energy storage hit record demand • Highest-ever order rate and backlog • Megafactory Texas started production, with 50 GWh planned • First Megapacks shipped with Tesla's own LFP cells Building the brain • 400 MW of SI training compute planned by year-end • Tesla's own chip fab is under construction in Austin Supercharging keeps scaling • 2,100+ new stalls, network up 14% • Record $734M Services and Other gross profit Profit was lower than a year ago because Tesla is pouring money into SI, robots and new factories Cars, robots, robotaxis, trucks, batteries, energy, compute and chips No other company on Earth is building on this many fronts at once Absolutely insane quarter https://assets-ir.tesla.com/tesla-contents/IR/TSLA-Q3-2026-Update.pdf