Uploaded October 2025 | Updated September 2026, 1 day ago
We are just two days away from Tesla's earnings report and conference call. With record vehicle deliveries and energy storage deployments this is set to be a monster quarter in terms of financials. But the market will be focused on forward looking initiatives like Cybercab / Robotaxi, and Optimus. With such a high valuation Tesla and Elon will need to keep investors stoked on the progress. What are you expecting when Tesla reports this week??
HUGE shoutout to our sponsor The Rundown podcast! Go check it out! All your stock news in under 10 mins! open.spotify.com/show/0VYfS0q26zf0cFc5VuCjwG
My X: twitter.com/gfilche
HyperChange Patreon :) patreon.com/hyperchange
0:00 Tesla Q3 Earnings On Wednesday (10/22)
0:11 Record Vehicle Deliveries & Energy Deployments
1:01 Estimating Tesla’s Q3 2025 Financials
2:39 What’s Demand Going Forward?
4:23 Cybercab / Robotaxi Progress
5:39 Tesla Energy (Megabuck / Megablock)
7:42 My Tesla Financial Model / Projections
8:39 Tax Credit Expiration Effects
10:28 Thanks to The Rundown for Sponsoring!!
11:00 11/6 Shareholder Meeting / Vote on Elon’s Pay Package
12:45 Optimus V3 / Update
14:30 25 Consecutive Quarters of GAAP Profit for Tesla
Disclaimer: I'm long Tesla stock and am not a financial advisor.
We are just two days away from Tesla's earnings report and conference call. With record vehicle deliveries and energy storage deployments this is set to be a monster quarter in terms of financials. But the market will be focused on forward looking initiatives like Cybercab / Robotaxi, and Optimus. With such a high valuation Tesla and Elon will need to keep investors stoked on the progress. What are you expecting when Tesla reports this week??
HUGE shoutout to our sponsor The Rundown podcast! Go check it out! All your stock news in under 10 mins! open.spotify.com/show/0VYfS0q26zf0cFc5VuCjwG
My X: twitter.com/gfilche
HyperChange Patreon :) patreon.com/hyperchange
0:00 Tesla Q3 Earnings On Wednesday (10/22)
0:11 Record Vehicle Deliveries & Energy Deployments
1:01 Estimating Tesla’s Q3 2025 Financials
2:39 What’s Demand Going Forward?
4:23 Cybercab / Robotaxi Progress
5:39 Tesla Energy (Megabuck / Megablock)
7:42 My Tesla Financial Model / Projections
8:39 Tax Credit Expiration Effects
10:28 Thanks to The Rundown for Sponsoring!!
11:00 11/6 Shareholder Meeting / Vote on Elon’s Pay Package
12:45 Optimus V3 / Update
14:30 25 Consecutive Quarters of GAAP Profit for Tesla
Disclaimer: I'm long Tesla stock and am not a financial advisor.
