Q2 2025 was a seminal point in Teslaโs history: the beginning of our transition from leading the electric vehicle and renewable energy industries to also becoming a leader in AI, robotics & related services (hi
@robotaxi)
We officially launched our Robotaxi service in Austin in June, with our camera-only architecture with neural networks trained on data from our global fleet of millions of vehicles.
Q2 Highlights
North America
โ Test drives in North America are up 20% sequentially (as you know, butts in seats ...)
โ Model Y is becoming more accessible with the recent launch of Model Y RWD, which starts at under $45k with 357 miles of range
APAC
โ We achieved record delivery volumes in South Korea ๐ฐ๐ท (
@Tesla_Korea), Malaysia ๐ฒ๐พ, the Philippines ๐ต๐ญ & Singapore ๐ธ๐ฌ
โ In July, we launched the Model Y in India ๐ฎ๐ณ, marking our entry into the worldโs third-largest car market
@Tesla_India
โ New Model 3 earned a 5-star Overall Safety Rating from ANCAP, achieving 95% in the Child Occupant Protection pillar โ the highest result recorded to date against ANCAPโs 2023-2025 criteria
โ We continue to prepare for broader release of FSD Supervised in China ๐จ๐ณ this year (pending regulatory approval)
EMEA
โ Model Y was the best-selling vehicle in Norway ๐ณ๐ด year-to-date & in Tรผrkiye๐น๐ท , the Netherlands ๐ณ๐ฑ, Switzerland ๐จ๐ญ & Austria ๐ฆ๐น in June
โ New Model 3 achieved a 5-star Overall Safety Rating from EuroNCAP & is the safest car in Europe (based on the latest EuroNCAP test scores)
โ We continue to prepare for the launch of FSD Supervised in Europe this year (pending regulatory approval)
AI Software & Hardware
@Tesla_AI
โ World's first autonomous delivery to a customer with a new production Model Y driving itself ~30 minutes from the factory across town to its new owner's home, including on highways
โ We expanded AI training compute with an additional 16k H200 GPUs at Gigafactory Texas, bringing Cortex to a total of 67k H100 equivalents
Battery, Powertrain & Manufacturing
โ Our lithium refining & cathode production plants remain on track to begin production in 2025, on-shoring production of critical battery materials to the US
โ We are on course to begin domestic production of our first LFP cells for our energy storage products later this year
Energy generation & storage
โ Record Powerwall deployments for the fifth consecutive quarter
โ Gross profit increased sequentially & year-over-year, reaching a record of $846 million
โ We started deploying
@Tesla_Megapack from Megafactory Shanghai as the ramp continues as planned
Services & other
โ We added over 2,900 net new Supercharging stalls, growing the network 18% year-over-year
@TeslaCharging ๐