Elon X

[SpaceX @SpaceX]

We posted our second quarter 2026 financial and operational results → https://t.co/YCRzq6gSV3

Q2 highlights:
- Demonstrated the power of extreme vertical integration, delivering revenue growth of 92% year-over-year across Space, Connectivity, and AI
- Completed two successful Starship V3 flight tests in the past 90 days, advancing towards full and rapid reusability
- Closed multiple industry-leading Cloud Services Agreements resulting in $14.1 billion of contracted sales
- Announced agreement to acquire Cursor for $60 billion to accelerate the AI enterprise opportunity
- Released our most powerful AI model yet with Grok 4.5 in July
- Delivered 66% revenue and 79% income from operations growth year-over-year for the Connectivity segment, driven by a doubling of Starlink Subscribers and continued momentum in Enterprise & Government
- Awarded over $6 billion in multi-year U.S. government contracts for Starshield

As compared to the same quarter last year:
- Revenues of $7.8 billion, up 92% from $4.1 billion
- Net loss of $541 million, an improvement of $467 million from net loss of $1.0 billion
- Adjusted EBITDA of $3.5 billion, up 191% from $1.2 billion

Thank you to the SpaceX team, and all our customers and investors for a great quarter!

[Tesla Owners Silicon Valley @teslaownersSV]

View of the Model YL from the Third Row.

[DogeDesigner @cb_doge]

This is how SpaceX plans to catch Starship.

[X @X]

somebody play free bird

[Tesla @Tesla]

Q2 Shareholder Update → https://t.co/u0UcDOuMNa

Highlights
– Cybercab began production at Gigafactory Texas

– Tesla Semi remains on track for volume production this year at our new factory in Nevada

– Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase)

– Megafactory Texas is nearing completion (start of production planned for this year)

– More customers are now opting to subscribe to FSD at the time of vehicle purchase!

– Robotaxi rollout continued in the US. Now live in 7 major metros

– Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year

From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation.

We’ve never been more optimistic about the future.

Automotive
– Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania

– We launched the Model YL in the US in July and have seen a positive response from customers

Energy generation and storage
– Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production

– On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas

– Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit

Robotics
– Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon

– The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development

– Additionally, we continued site development at Gigafactory Texas with building construction now in full swing

AI Training Compute
– More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026

– Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year

Battery
– Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products

– Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y

Other Supporting Infrastructure
– Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year

AI Software
– Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware

This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness

AI Inference Compute
– Making progress on construction & equipment procurement for our semiconductor fab in Austin

Automotive and Other Software
– Rolled out Summer Release:
Self-Driving stats are now available in the mobile app

Grok can make phone calls, search & play music, and adjust climate controls, among other things

Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule

Robotaxi
– Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet

– Began offering employee rides in Cybercabs on our GFTX campus in July

– Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training

– Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July

FSD Supervised
– Record net new subscriptions in Q2

– Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions

– Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July

[Tesla @Tesla]

Q2 2026 Earnings Call https://t.co/zZS6ii2TWK

[Tesla @Tesla]

Custom wraps via mobile app

[Tesla Owners Silicon Valley @teslaownersSV]

Robotaxi status (July 2026):

• Unsupervised ramping in Austin, Dallas, Houston

• Just launched unsupervised in Miami, Orlando, and Tampa

• Preparations underway in Phoenix and Las Vegas

• Cybercab production already started
Seven major metros. Expanding fast.

[Tesla Owners Silicon Valley @teslaownersSV]

FSD 14.3.6 is out!

Ran my regular Los Gatos loop to the Apple Store, Starbucks, and McDonald’s.

Everything was clean except parking — still the main weak spot.

Let me know what you think. @elonmusk @tesla_na @Tesla_AI

Video shot on  @insta360  X5 and AcePro 2. Purchase here https://t.co/LQ2Shc4SSx

[SpaceX @SpaceX]

Additional preflight testing on Super Heavy complete. Now starting preparations to launch Starship as soon as tomorrow, Thursday, July 23. Weather is currently a significant watch item for launch

[SpaceX @SpaceX]

Deployment of all MRV-MEP payloads confirmed

[SpaceX @SpaceX]

During its 32 missions, this single first stage has launched critical supplies and research to the @space_station, supported 27 @Starlink missions to help connect people around the world with high-speed, low-latency internet, and more since its first launch in December 2021

[SpaceX @SpaceX]

Stage separation confirmed

[X @X]

big day to be an Android user

we’ve completely rebuilt X for Android: faster, smoother and way more reliable

[WBZ | CBS News Boston @wbz]

"History was made overnight" as Concord Police Department staffs all-female shift for first time https://t.co/3iwBPlajxi

[Shania Twain 💎💎💎 @ShaniaTwain]

He’s a 10 but he kisses his car good night

[Red Sox @RedSox]

The runs were plentiful last night!

RETWEET this post for a chance to win a pair of Red Sox tickets and a Dunkin’ Donuts gift card, both courtesy of @dunkinkdonuts.

No Pur Nec. 18+. Legal res of participating state/county. End 8/31. Rules: https://t.co/aRLPjpJvd3

[Beth Israel Lahey Health @bethisraellahey]

“My belief has always been that in order to have a positive impact on others, you have to start within yourself. I approach every day with a positive attitude and make sure it’s shared with my coworkers and my patients.” Thank you, Ashley! #NursesWeek2022 #WeSeeYourStrength

[WBZ | CBS News Boston @wbz]

Matt Siegel Announces Retirement From Kiss 108's 'Matty In The Morning' https://t.co/4Thb28DGKZ