Tesla automotive cash deliveries fell 2% year over year in Q3 2026

{
  "signal_id": "b9dc0d69-72f0-4467-9f5e-498c5130a63e",
  "signal_type": "sec-10q",
  "signal_subtype": "bookingsDecline",
  "detected_at": "2026-10-27T08:04:09.053+00:00",
  "company": {
    "name": "Tesla",
    "domain": "tesla.com"
  },
  "data": {
    "detail": "Automotive sales revenue dropped 1% in Q3 2026 due to an approximate 2% decline in cash deliveries, primarily driven by fewer Model S and Model X deliveries after product sunsetting. Sales teams offering demand generation or customer retention tools may find an opening as Tesla manages vehicle portfolio transitions.",
    "metrics": {
      "pct": -0.02,
      "timeframe": "current_quarter",
      "pct_context": "decrease in cash deliveries in Q3 2026",
      "dollar_context": "decrease in automotive sales revenue in Q3 2026",
      "dollar_millions": 265
    },
    "quarter": "Q3",
    "summary": "Tesla automotive cash deliveries fell 2% year over year in Q3 2026",
    "excerpts": "Automotive sales revenue decreased $265 million, or 1%, in the three months ended September 30, 2026 as compared to the three months ended September 30, 2025, due to a decrease of approximately 2% in cash deliveries, primarily from fewer Model S and Model X deliveries after the product sunset in mid-2026, offset by a positive impact from the weakening of the United States dollar compared to foreign currencies year over year and an increase from higher revenue from FSD (Supervised) subscriptions in the current period.",
    "relevance": 0.7,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1318605/000162828026066775/tsla-20260930.htm",
    "filing_date": "2026-10-21",
    "filing_year": 2026,
    "fiscal_year": 2026,
    "fiscal_year_end": "09/30",
    "period_end_date": "2026-09-30",
    "sales_relevance": "Sales effectiveness tools",
    "signal_category": "revenue",
    "technologies_mentioned": [
      "FSD (Supervised)"
    ]
  }
}

curl https://signals.autobound.ai/v1/signals/b9dc0d69-72f0-4467-9f5e-498c5130a63e \
  -H "X-API-KEY: $AUTOBOUND_API_KEY"

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"tesla.com","limit":20}'