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Tesla Deliveries Rebound; FSD Future Key
17 Jul
Summary
- Tesla's EV deliveries surpassed expectations with 480,126 units.
- Future recurring income from FSD, Optimus, and robotaxi is crucial.
- v15 FSD overhaul is key for robotaxi ramp-up, expected next year.
Tesla's electric vehicle deliveries have shown a strong resurgence, with the company reporting 480,126 units, surpassing investor expectations. This performance indicates that the earlier slowdown in the first half of 2026 was primarily due to the Model Y refresh. While automotive revenue remains the largest contributor, investors are keenly watching future recurring income streams.
Key to Tesla's long-term investment case are developments in its Full Self-Driving (FSD) software, the Optimus robot, and robotaxi services. Updates on these initiatives are closely monitored during earnings presentations. CEO Elon Musk indicated that low-volume Optimus production could begin in late July or August 2026, with an unveiling event around the same time.
The company's progress on robotaxis is linked to advancements in its FSD software. Musk stated that large-scale deployment of unsupervised FSD or robotaxis is contingent on significant architectural improvements. The upcoming v15 FSD release, described as a complete overhaul, is expected to enhance safety significantly and is anticipated by early 2027.
While Tesla continues to be an attractive long-term investment, the upcoming earnings report is unlikely to feature groundbreaking announcements regarding Optimus or robotaxis. Investors who are already keen on the stock may not need to rush to purchase shares before the earnings results are announced.
