TSLA 8-K: Smart Summary

Tesla, Inc. filed an 8-K on January 2, 2026 reporting Q4 2025 and full-year 2025 vehicle production, deliveries, and energy storage deployments. The press release notes a record quarterly energy storage deployment of 14.2 GWh in Q4 2025. Full financial results (net income, cash flow, etc.) will be announced after market close on January 28, 2026.

• Net income and cash flow results have not yet been announced; they will be disclosed with Q4 2025 earnings on January 28, 2026
• Vehicle deliveries and storage deployments are described as only two measures of financial performance and should not be relied on as an indicator of quarterly financial results
• No revenue, operating income, EPS, margin, or cash flow data is included in this filing

• Model 3/Y Q4 2025: produced 422,652 vehicles, delivered 406,585 vehicles; 3% subject to operating lease accounting
• Other Models Q4 2025: produced 11,706 vehicles, delivered 11,642 vehicles; 5% subject to operating lease accounting
• Total Q4 2025: produced 434,358 vehicles, delivered 418,227 vehicles; 3% subject to operating lease accounting
• Model 3/Y full-year 2025: produced 1,600,767 vehicles, delivered 1,585,279 vehicles
• Other Models full-year 2025: produced 53,900 vehicles, delivered 50,850 vehicles
• Total full-year 2025: produced 1,654,667 vehicles, delivered 1,636,129 vehicles
• Energy storage deployments Q4 2025: 14.2 GWh (record for deployments); full-year 2025: 46.7 GWh

• No dividend, buyback, share repurchase, debt, or cash position data is included in this filing; full financial results to be disclosed on January 28, 2026

• No CEO or CFO quotes are included in this press release; the release contains only production, delivery, and deployment figures along with a notice of the upcoming earnings announcement

• Full Q4 2025 financial results (including net income and cash flow) to be announced after market close on Wednesday, January 28, 2026
• Tesla management will hold a live Q&A webcast on January 28, 2026 at 4:30 p.m. Central Time / 5:30 p.m. Eastern Time
• Q4 2025 update will be available at https://ir.tesla.com; archived webcast available approximately two hours after the Q&A session