secwatch.observer — SEC 8-K summary
======================================

Issuer:     Tesla, Inc. (TSLA)
CIK:        0001318605
Form:       8-K
Filed at:   2026-01-28T23:59:59+00:00
Accession:  0001628280-26-003837
Event type: earnings
Sentiment:  neutral
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1318605/000162828026003837/0001628280-26-003837-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1318605/000162828026003837/tsla-20260128.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-003837

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer