Tesla's 2026 Q2 Earnings Call: How to Listen

How to listen to Tesla’s Q2 2026 earnings call

Tesla will host its Q2 2026 earnings call on Wednesday, July 22, at 5:30 p.m. ET. The executive team will hold a live Q&A covering the latest financial results, with expected updates on autonomous technology, robotics, and production infrastructure. After several quarters of demand concerns, the call arrives at a more optimistic moment for retail investors.

Robotaxis are expected to dominate the discussion. During the second quarter, the Robotaxi service began offering unsupervised rides in Dallas and Houston, and the network expanded into Miami earlier this month. Investors are looking for firm timelines for the purpose-built Cybercab robotaxi. Tesla has started testing steering-wheel-less Cybercabs on public streets in Austin, and validation is moving to the next phase as the vehicle prepares to start autonomously driving employees at Gigafactory Texas ahead of its public debut.

Management commentary is also likely to touch on non-automotive initiatives. Shareholders are anticipating news on the Optimus humanoid robot platform, with a production-ready Gen 3 prototype slated for an official public unveiling soon. Updates are also expected on Tesla’s internal AI chip roadmap and the TERAFAB project with SpaceX and Intel.

Listen live

The event will stream on Tesla’s website and on YouTube via an audio-only feed. A link will be provided once available, and a replay will be accessible after the stream ends.

Start time

• Pacific Time: July 22, 2:30 PM
• Eastern Time: July 22, 5:30 PM
• UTC: July 22, 9:30 PM
• London, England: July 22, 10:30 PM
• Berlin, Germany: July 22, 11:30 PM
• Sydney, Australia: July 23, 7:30 AM

Top Q&A questions

Investor questions for the Q&A are sourced from the Say platform, where shareholders vote on the topics they most want addressed. The leading questions at the time of writing are:

1. Tesla has missed short term guidance on robotaxi 3 earnings reports in a row, from 50% coverage of USA by end of 2025 to most recently 7 new cities in 1H26. What is keeping Tesla back from accomplishing these short term goals that they've set for themselves?
2. What are the main constraints to expanding robotaxi operations faster, and how do you see that lining up with Cybercab production?
3. What's the current status of Optimus Gen 3 production ramp, initial deployment in factories, and external sales timeline/volume for 2027? What tasks can we expect the Optimus to perform by end of 2027?
4. Why has growth of robotaxi vehicles stalled? When will we see cybercab start customer rides?
5. To reward long term Tesla retail shareholders for their loyalty, can you commit to achieving at least half of the goals outlined in your 2025 compensation plan before considering any offers to acquire or merge Tesla?
6. What are the biggest remaining technical and manufacturing bottlenecks preventing Optimus from reaching mass production, and what concrete milestones should investors watch over the next 12 months to judge whether Tesla is on track?
7. When will Unsupervised FSD launch for customers in places like Texas? Will Tesla cover accidents when unsupervised is enabled? How will police know you’re not driving if you get pulled over for speeding?
8. What are the latest milestones and city expansion plans for unsupervised Robotaxi/Cybercab operations in 2026? How many vehicles are targeted for the fleet by year-end, and what recurring revenue contribution is expected?
9. When can we expect unsupervised FSD with point-to-point summon capability?
10. Why has progress stalled on Tesla Insurance? It's been years since it was introduced and still most states do not offer it. Will Tesla Insurance be a prerequisite for Tesla taking liability for customer vehicles when unsupervised FSD is released?

Breaking down the numbers

Earlier this month, Tesla reported production and delivery figures that exceeded both its own expectations and Wall Street’s.

The final delivery figure of 480,126 units represents a 25% year-over-year increase versus the same quarter a year ago and a 34% sequential rise from the 358,023 deliveries in the first quarter. Wall Street’s consensus was 406,024 deliveries, so the result beat expectations by more than 74,000 vehicles, marking Tesla’s best-ever second quarter and fourth-best quarter overall.

As Tesla evolves from an automaker into a machine learning and robotics company, this call will outline the operational outlook for the rest of the year. Expect details on scaling and initial deployment of the Cybercab and an update on the progress of Tesla’s FSD rollout after its first European approval and expansion into five EU countries during the second quarter.