Skip to content
Original
Industry量子位Relayed· 杰西卡·· 4 hours ago

Tesla operating profit falls 56% as research spending rises and FSD subscriptions grow

特斯拉利润腰斩,一夜跌没“通用汽车”!马斯克:FSD在中国也会遥遥领先

Who
Tesla
What
reported third-quarter financial results and business plans
When

What happened

Tesla reported a 56% drop in third-quarter operating profit to $718 million as operating expenses rose 39%, despite improving automotive margins. Global active paying FSD users reached 1.74 million, up 67% year over year, with monthly subscribers accounting for more than half. Tesla said it was pursuing broader FSD approval in China and targeting around the second quarter of 2027 for the first private vehicles to join its Robotaxi fleet.

Read next

See the full storyTesla’s Operating Profit Falls 56% as Expenses Rise and FSD Subscriptions Grow

The story so far

Tesla reported third-quarter operating profit of $718 million, down 56%, as operating expenses rose 39% despite improving automotive margins. Global active paying users of its Full Self-Driving (FSD) system reached 1.74 million, up 67% year over year, with monthly subscribers accounting for more than half. Tesla said it was pursuing broader FSD approval in China and targeting around the second quarter of 2027 for the first private vehicles to join its Robotaxi fleet.

Keep up with AI, one email a day

Model releases, price changes and compute developments, with original sources. Free, confirmed by email, and easy to unsubscribe. Read a past issue · 2026-10-22