SpaceX Q3 2026
• Revenue: $14.58B (+161% YoY)
• Operating income: $2.79B (vs. a loss in Q3 2025)
• Adj. EBITDA: $8.81B (+306% YoY)
• Net income: $4.40B (vs. a loss in Q3 2025)
• SI segment: $7.56B, now the largest revenue segment
NFA $SPCX
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Tesla has officially confirmed today that the Tesla board of directors has “formed a special committee to explore deepening Tesla’s relationship with @SpaceX, which could be through certain arrangements including without limitation a business combination.”
This is via Tesla’s new 10-Q filing with the SEC.
Tesla shareholders: Our Annual Meeting is coming up on Dec 3rd
This year, we’re asking you to vote “FOR” all three proposals on the ballot, including the re-election of Elon Musk, Robyn Denholm and JB Straubel to Tesla’s Board.
Last year, we laid out our vision for building a world of amazing abundance – this year, it’s been coming to life. And we’re only getting started…
Your vote is critical to helping us maintain that momentum.
Voting instructions & control numbers to follow soon.
More info:
https://t.co/4QNxVddU1e
Q3 2026
Production: 464,391
Deliveries: 486,532
Energy storage deployments: 13.7 GWh
Our Q3 Company Update will be streamed live on X on October 21 at 4:30pm CT
https://t.co/sXBSeLiJIj
An update on FSD Supervised in Europe
FSD is currently approved in five EU countries (NL, DK, BE, EE, LT), used by >70k customers for over 1 million km per day, and is 4.1x less likely to get into a crash compared to manual driving, measured across 100 million km on public EU roads.
Leading up to a potential EU-wide approval vote for FSD Supervised on October 6th, 2026, we have decided to open-source one of the key pieces of evidence used to support the Netherlands approval.
As a reminder, we adjusted the FSD design to be compliant with existing regulation (UN-R-171 DCAS) but requested an exemption for certain behaviors via the EU Article 39 procedure. The following dashboard is evidence of safety for those exemptions.
This exact dashboard was shared with all EU Member States in April 2026, shortly after RDW’s approval, and all data presented is from before that date.
https://t.co/hh2dAKi8oP
European countries recorded 19,400 road deaths in 2025. That's around 53 deaths/day, with the vast majority of these crashes attributed to human error. These deaths are largely preventable with technology we have today.
FSD Supervised is already saving lives where it’s approved – yet in much of Europe, that safety benefit remains locked behind bureaucracy.
Q2 2026
Production: 451,758
Deliveries: 480,126
Energy storage deployments: 13.5 GWh
Our Q2 Company Update will be streamed live on X on July 22 at 4:30pm CT
→ https://t.co/hD2NM6J2L6