10-Q · latest 10
What Tesla's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 6 signals
Tesla's service and other costs surged 37% YoY in Q2, indicating operational strain.
The rapid 37% ($1.05B) year-over-year increase in service-related costs indicates the network is under strain to keep up with the growing vehicle fleet.
$1.1B
Increase in cost of services and other revenue in Q2 2026 vs Q2 2025
37%
YoY increase in cost of services and other revenue for Q2 2026
AIcompute infrastructuredata centersbitcoin
Tesla is facing profitability challenges in its core automotive segment, with margins shrinking due to unfavorable sales mix and currency impacts.
16.9%
Gross margin for total automotive in Q2 2026
Tesla discloses $1.64B potential P&L impact from its unhedged foreign currency exposure.
The company does not typically hedge its significant foreign currency risk, creating major volatility in net income.
$1.6B
Potential gain or loss from a 10% adverse change in foreign currency exchange rates
Tesla's international growth creates $1.64B unhedged foreign currency risk.
With $3.8 billion held in foreign currencies, primarily Chinese yuan and euros, Tesla faces significant financial volatility.
$1.6B
Potential gain or loss from 10% adverse change in foreign currency exchange rates
Automotive gross margin compressed in Q2 as cost of revenue increased by $3.3B (24%).
Tesla's core automotive gross margin declined from 17.2% to 16.9% year-over-year, driven by a 24% increase in cost of sales.
$3.3B
Increase in cost of automotive sales revenue in Q2 2026 vs Q2 2025
24%
YoY increase in cost of automotive sales revenue for Q2 2026
AIcompute infrastructuredata centersbitcoin
SG&A expenses rose 45% YoY, partly due to a $109M increase in litigation-related expenses.
Rising litigation costs are contributing to a significant increase in SG&A expenses, impacting overall profitability.
$109M
Increase in operating expenses including litigation related expenses
45%
YoY increase in SG&A expenses
- SEC EDGAR
10-Q
Filed · 11 signals
Board approves new agreement to retain CEO Elon Musk through at least January 2028.
A new 'Implementation Agreement' imposes a service-based vesting condition requiring Elon Musk to remain CEO until early 2028.
R&D spending jumps 38% ($537M) in Q1 2026, driven by AI and new technology programs.
$537M
increase in R&D expenses
38%
YoY increase in R&D expenses
AI
R&D expenses surged 38% YoY to $1.95B in Q1, fueled by AI and new technology development.
Tesla increased R&D spending by $537 million year-over-year, explicitly for costs related to AI and expanding its product roadmap.
$537M
Increase in R&D expenses in Q1 2026 vs Q1 2025
38%
YoY increase in R&D expenses
AI
Tesla reports $416M unfavorable expense from FX swings, exposes $1.69B unhedged currency risk.
The company explicitly states it does not typically hedge foreign currency risk and experienced a significant unfavorable impact from FX rate fluctuations.
$416M
Unfavorable change in other expense, net
bitcoin
Showing 10 of 17 filing signals. The Signal API returns all of them.
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Tesla earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Dual-sourcing new AI5 chip from Samsung and TSMC for massive scaleTesla is making a huge investment in its custom AI5 chip, engaging both Samsung and TSMC for manufacturing in the US to ensure an 'oversupply'. This indicates massive spending on semiconductor design, manufacturing, and data center hardware to power future cars, robots, and training infrastructure. | |
| Investing heavily in massive 'Tesla Reality Simulator' for AI trainingThe company has developed a 'world simulator' that generates video looking identical to reality, enabling a powerful reinforcement learning loop for its AI. This signifies major investment in simulation software, data generation, and the underlying compute infrastructure required to train and validate AI at scale. | |
| Planning to expand vehicle production as fast as reasonably possibleWith newfound confidence in achieving full self-driving, the CEO has committed to expanding vehicle production as quickly as the supply chain can support. This signals a major push for volume growth, impacting procurement, logistics, and manufacturing operations. | |
| Facing over $400M in quarterly tariff impacts and rising competition.The CFO disclosed over $400M in tariff impacts for Q3 alone and acknowledged increasing competition, particularly in the energy business. This creates significant pressure to find cost efficiencies, optimize the supply chain, and identify new competitive advantages. | |
| Automotive revenues grew 29% amid record-setting financial quarterThe company achieved record total revenues and a 29% increase in automotive revenues, driven by strong deliveries across all global regions. This strong financial performance provides the capital and confidence to fund ambitious new projects and expansion. | |
| Undertaking restructuring actions to reduce costs and improve efficiency.The company incurred restructuring costs in Q3 from actions aimed at improving efficiency, including the convergence of AI chip design efforts. This signals a focus on operational optimization and creates opportunities for vendors offering cost-saving solutions. |
Signal API · MCP
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .