Tesla Q3 Earnings: FSD and Optimus Delays, Falling Margins, Plus Real EV Charging Breakthroughs

On today’s numerically-infused episode of Quick Charge, we take a look at all the latest product and delivery delays from Tesla’s Q3 earnings call before changing lanes and recapping some of the biggest developments in the world of EV charging innovation.

You read that right: after years of broken promises and delays unsupervised Full Self Driving remains at least six months away for what certainly feels like the ninth year in a row, while the humanoid Optimus robot does its best Ricky Bobby impression and Porsche, BMW, and Liebherr show up with some genuine innovations to speed up EV charging and eliminate range anxiety once and for all.

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• Tesla (TSLA) releases Q3 2026 financial results: margins rebound, profit still falls
• Tesla blames battery supply for flat sales, but its prices keep falling
• Tesla energy revenue drops 16% as it refunds customers over tariffs
• Tesla pushes unsupervised FSD to Q2 2027, and only inside Robotaxi zones
• Tesla (TSLA) quietly cuts 2026 capex guidance to $20B
• Tesla pushes Optimus deliveries to late 2027, says hands still a problem
• It’s finally here: Porsche puts wireless charging into production [UPDATE]
• BMW iX5 hits up to 460 kW during first public fast-charging demo
• Fortescue is using KUKA welding robots to handle 6 MW charging cables

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