Gene Munster
2025.10.22 20:52

What I’m listening for on the call: Starts at 5:30p ET.

1. Updates on cadence of robotaxi rollout. They have said Phoenix and Las Vegas are in testing (10–15 vehicles each), with public rides potentially starting Nov–Dec 2025. Tesla aims for 20–23 U.S. metros (e.g., LA, Miami) by year-end 2026, pending approvals.

2. Updates to timing of the first FSD availability in the US. Last quarter Elon said will be available for personal use by year-end in certain geographies.

3. When will non Tesla owned cars be able to join the Robo fleet? Last quarter Elon said “sometime next year”

4. Directional thoughts on delivery growth next year, up, down flat.

Source: Gene Munster

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