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Tesla10-Q: Capex increase

R&D expenses surged 38% YoY to $1.95B in Q1, fueled by AI and new technology development.

What happened

Tesla increased R&D spending by $537 million year-over-year, explicitly for costs related to AI and expanding its product roadmap.

Source

SEC EDGARApr 22, 2026

Quarterly report (Form 10-Q)

Tesla 10-Q

Filing excerpt

Research and development (“R&D”) expenses increased $537 million, or 38%, in the three months ended March 31, 2026 as compared to the three months ended March 31, 2025, primarily due to increases in costs related to AI and other programs as we continue to expand our product roadmap and technologies and an increase in stock-based compensation of $145 million.

sec.gov/Archives/edgar/data/1318605/000162828026026673/tsla-20260331.htmRead the full source

Other signals in this filing (10)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Capex increase

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
Apr 22, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$537M (Increase in R&D expenses in Q1 2026 vs Q1 2025)
Percent
38% (YoY increase in R&D expenses)

Details

CIK
1318605
Accession number
0001628280-26-026673
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Budget available
Signal category
Financial

Topics and mentions

Technologies

  • AI

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Apr 28, 2026
signal_type
sec-10q
signal_subtype
capexIncrease

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/bd90f6e5-5fdd-4408-be08-554855642674 returns this record as JSON. POST /v1/companies/enrich returns every signal for tesla.com.

{
  "signal_id": "bd90f6e5-5fdd-4408-be08-554855642674",
  "signal_type": "sec-10q",
  "signal_subtype": "capexIncrease",
  "detected_at": "2026-04-28T10:05:23.364+00:00",
  "company": {
    "name": "Tesla",
    "domain": "tesla.com"
  },
  "data": {
    "detail": "Tesla increased R&D spending by $537 million year-over-year, explicitly for costs related to AI and expanding its product roadmap. This aggressive investment in innovation creates opportunities for suppliers of advanced research tools, simulation software, and specialized engineering services.",
    "metrics": {
      "pct": 0.38,
      "timeframe": "current_quarter",
      "pct_context": "YoY increase in R&D expenses",
      "dollar_context": "Increase in R&D expenses in Q1 2026 vs Q1 2025",
      "dollar_millions": 537
    },
    "summary": "R&D expenses surged 38% YoY to $1.95B in Q1, fueled by AI and new technology development.",
    "excerpts": "Research and development (“R&D”) expenses increased $537 million, or 38%, in the three months ended March 31, 2026 as compared to the three months ended March 31, 2025, primarily due to increases in costs related to AI and other programs as we continue to expand our product roadmap and technologies and an increase in stock-based compensation of $145 million.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026026673/tsla-20260331.htm",
    "filing_date": "2026-04-22",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Budget available",
    "signal_category": "financial",
    "technologies_mentioned": [
      "AI"
    ]
  }
}

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