A Low Bar

Tesla beat its forecast of about 461,100 with 486,532 cars last quarter. Aki: and the year? Bolt: down 2% so far, but 311,448 more in the fourth quarter and the year beats last year's total. Lord Ozen: the winter is over, Tesla is back, forever! Aki: still down 21% this year; the shares rose 5% on the day, and one analyst says Tesla may be exiting the EV winter.

After beating third-quarter delivery estimates with 486,532 cars, Tesla needs only 311,448 deliveries in the fourth quarter, far below its third-quarter pace, to top 2025's total and end its run of annual declines; the shares rose 5% on the day but were still down 21% for the year, and Morgan Stanley says the company may be 'exiting the EV winter'.

Starring

🎙️The TellerAkiBoltLord Ozen