Tesla Q2 delivery record and FSD rollout set to lift automotive gross margin to about 24.2%
AI Market Summary
News highlights record Q2 Tesla deliveries (+34% QoQ), improved fixed-cost absorption, and a higher implied automotive gross margin near 24.2%. FSD V14-lite rollout to HW3 and faster subscription approvals in Europe/China support higher recurring software revenue; active FSD subs are cited at 1.28m (+51% YoY). Energy storage at 13.5 GWh with 30%+ segment margins further lifts mix. Figures are forward-looking, not confirmed results.
Impact level
● Medium
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▲ Bullish
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Tesla posted record-high Q2 vehicle deliveries, up 34% quarter over quarter, helping lift automotive gross margin to about 24.2%. FSD V14-lite is rolling out to Hardware 3 vehicles, while subscription approvals are speeding up in China and Europe, with active FSD subscriptions at 1.28 million, up 51% year over year. The energy business reached 13.5 GWh with more than 30% segment margins and accounted for about 13% of total revenue. These figures are framed as forward-looking quarterly guidance rather than confirmed earnings results.
