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Tesla Q3 2026: flat revenue, GAAP profit down 43% and unsupervised FSD target

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Drive Tesla Download covers news from October 19 to 25, led by Tesla's Q3 2026 results. Revenue held at US$28.0 billion, and GAAP net income fell 43% to US$787 million. Services grew 33%, and Tesla confirmed Robotaxi rides in Cybercabs in Austin since September 3. Musk said committees of independent directors at Tesla and SpaceX are studying a possible merger, with no guarantee it happens. Ashok Elluswamy said the first customer cars with unsupervised FSD, running FSD V15, could join the Robotaxi fleet around Q2 2027, but only within geofenced zones.…

🔎 Why it matters: The Q2 2027 timeline for customer cars with FSD V15 limits unsupervised driving to Tesla's geofenced zones.
📈 Upside: Services grew 33%, the most notable segment, and Tesla confirmed Robotaxi rides in Cybercabs in Austin since September 3.
📉 Risk: No filing yet mentions the committees for a possible SpaceX merger, and Musk stressed the deal is far from certain.
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