Tesla's Q1 2026: Record Revenue, FSD Growth, $25B Investment

Teslas Q1 2022 earnings exceeded expectations with a 15.8% year-over-year revenue increase, reaching $22.39 billion. Non-GAAP earnings per share surpassed estimates by 15.2%, and gross and operating margins significantly improved. Overseas demand surged, particularly in France, Germany, South Korea, and Japan, driven by cheaper vehicles and FSD subscriptions. Teslas CFO highlighted a substantial first-quarter order backlog and operational enhancements. FSD subscriptions reached 1.3 million worldwide, with strong growth in North America and new approvals in the Netherlands and China. Energy storage margins set a record despite project timing challenges. Tesla plans to invest over $25 billion in AI, new factories, battery packs, and products like Optimus, Cybercab, and Semi truck, expecting negative free cash flow short-term. Regulators and supply chains will impact the ramp-up, but successful FSD expansion and new launches could lead to substantial long-term gains. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/dd20838fc8eb3fda