---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-003837"
form_type: "8-K"
ticker: "TSLA"
cik: "0001318605"
company_name: "Tesla, Inc."
filed_at: "2026-01-28T23:59:59+00:00"
generated_at: "2026-05-16T06:54:52.540585+00:00"
event_type: "earnings"
sentiment: "neutral"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-26-003837
- form_type: 8-K
- ticker: TSLA
- cik: 0001318605
- company_name: Tesla, Inc.
- filed_at: 2026-01-28T23:59:59+00:00
- event_type: earnings
- sentiment: neutral
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1318605/000162828026003837/0001628280-26-003837-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1318605/000162828026003837/tsla-20260128.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-003837
- JSON: https://secwatch.observer/filing/0001628280-26-003837.json
- Plain text: https://secwatch.observer/filing/0001628280-26-003837.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.