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AI brief of an SEC Form 8-K · Tesla (TSLA)

Tesla Q4 2025 deliveries reach 418,227 vehicles; record 14.2 GWh of storage deployed

Neutral Impact 3 of 5 earnings Written later

Tesla published its fourth quarter 2025 production, deliveries and energy storage deployment figures on January 2, 2026. The company produced 434,358 vehicles and delivered 418,227, and deployed a record 14.2 GWh of energy storage products. The release excludes net income and cash flow, which Tesla says will be announced with its Q4 2025 results on January 28, 2026, so this filing does not show profitability.

Key points

  • Q4 2025 production was 434,358 vehicles and deliveries were 418,227 vehicles; the release shows a 3% change for both.
  • Energy storage deployments were 14.2 GWh in Q4 2025, a record for deployments; full-year 2025 deployments were 46.7 GWh.
  • Full-year 2025 production was 1,654,667 vehicles and deliveries were 1,636,129 vehicles.
  • Q4 2025 financial results, including net income and cash flow, are scheduled for after market close on January 28, 2026.

The filing

CompanyTesla (TSLA)
Form8-K, current report
Filed with the SECJan 2, 2026, 9:20 AM ET
Accession number0001628280-26-000016

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on January 02, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.