Tesla services revenue
Tesla Services and other revenue, Supercharger connectors and FSD subscriptions. Robotaxi revenue sits in this line.
- Official$4,605 millionServices and other, Q3 2026Gross margin 15.9%
- Official1.74 millionActive FSD subscriptionsQ3 2025 active FSD subscriptions are shown as 1.0 million in the Q4 2025 deck and 1.04 million in the Q3 2026 deck. The series below uses the later deck. The metric includes upfront purchases and subscriptions, and excludes trials.
- Official84,465Supercharger connectorsQ3 2026
- Official$12,530 millionFY2025 servicesIncludes insurance, which is not broken out
| Period | USD millions | Label |
|---|---|---|
| Q4 2024 | 2,848 | Official |
| Q1 2025 | 2,638 | Official |
| Q2 2025 | 3,046 | Official |
| Q3 2025 | 3,475 | Official |
| Q4 2025 | 3,371 | Official |
| Q1 2026 | 3,745 | Official |
| Q2 2026 | 4,581 | Official |
| Q3 2026 | 4,605 | Official |
| Period | Millions | Label |
|---|---|---|
| Q4 2024 | 0.80 | Official |
| Q1 2025 | 0.80 | Official |
| Q2 2025 | 0.90 | Official |
| Q3 2025 | 1.04 | Official |
| Q4 2025 | 1.10 | Official |
| Q1 2026 | 1.28 | Official |
| Q2 2026 | 1.48 | Official |
| Q3 2026 | 1.74 | Official |
Used-vehicle sales volume and average selling price, non-warranty maintenance and collision, and paid Supercharging. The CFO said Robotaxi revenue sits inside Services and other. Cybercab capacity in Texas is >125,000 vehicles a year installed capacity.
Fan sketch. Starts from FY2025 services and other, official ($12.53 billion). A growth rate of 0% is your assumption. 0% repeats the base. It is not guidance.
| Period | USD millions | Label |
|---|---|---|
| 2026 | 12,530 | Fan estimate |
| 2027 | 12,530 | Fan estimate |
| 2028 | 12,530 | Fan estimate |
| 2029 | 12,530 | Fan estimate |
| 2030 | 12,530 | Fan estimate |
Sources
- Tesla Form 10-Q, quarter ended 30 Sep 2026 (2026-10)
- Tesla Q3 2026 Update (8-K exhibit 99.1) (2026-10-21)
- Tesla Q4 2025 Update (8-K exhibit 99.1) (2026-01-28)
- Tesla FY2025 10-K, revenue by source (2026-01)
- Tesla Q3 2026 production and deliveries release (2026-10-02)
- Tesla Q3 2026 earnings call transcript (Motley Fool) (2026-10-21)