{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-066738","form_type":"8-K","ticker":"TSLA","cik":"0001318605","company_name":"Tesla, Inc.","filed_at":"2026-10-21T20:41:42+00:00","discovered_at":"2026-10-21T20:48:14.578501+00:00","generated_at":"2026-10-21T20:48:19.262074+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Tesla Q3 2026: revenue flat at $28.0B, GAAP EPS $0.22 vs $0.39; operating income falls 56% to $718M","bullets":["Total revenue $28.05B, roughly flat YoY: automotive $20.56B, energy storage $2.88B (down from $3.42B on tariff-related customer refunds), services $4.61B.","GAAP net income $787M ($0.22 diluted EPS) vs $1.37B ($0.39) a year ago; non-GAAP EPS $0.48 vs $0.50; operating margin fell 322 bp YoY.","Deliveries 486,532 (-2% YoY) on 464,391 produced (+4%); regulatory credit revenue fell to $113M from $417M; R&D rose to $2.76B from $1.63B.","Cybercab entered the Robotaxi fleet in Austin on Sept 3; ~2M cumulative unsupervised miles, up 8x QoQ; active FSD subscriptions 1.74M vs 1.04M.","Megafactory Texas (50 GWh) began production, Tesla Semi volume production started in Nevada and Optimus in Fremont; cash $45.4B, free cash flow $1.53B."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-066738","json":"https://secwatch.observer/filing/0001628280-26-066738.json","markdown":"https://secwatch.observer/filing/0001628280-26-066738.md","text":"https://secwatch.observer/filing/0001628280-26-066738.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/0001628280-26-066738-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1318605/000162828026066738/tsla-20261021.htm"},"model":{"generated_by":"deepseek-v4.1-flash:cloud@v2","generated_at":"2026-10-21T20:48:19.262074+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}