Tesla Q4 revenue -3% YoY; GAAP EPS $0.24; Robotaxi expands; $2B xAI investment

Tesla, Inc.

2025-FY EPS reported $1.08 revenue$94,827,000,000

Q4 revenue $24.9B (-3% YoY); GAAP EPS $0.24 (-60% YoY); non-GAAP EPS $0.50 (-17% YoY).
Full-year deliveries 1.64M (-9% YoY); Q4 deliveries 418k (-16% YoY); auto revenue -11% in Q4.
Record energy storage: 14.2 GWh in Q4, 46.7 GWh for FY (+49% YoY); gross profit record $1.1B.
Began driverless Robotaxi in Austin, removing safety monitor Jan 2026; expansion to 5+ metros in 1H 2026.
Invested ~$2B in xAI Series E; Cybercab/Semi ramp 1H 2026; Optimus Gen 3 unveiled Q1 2026.

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