Tesla is holding its 2024 Q4 earnings call today at 2:30 pm PT / 5:30 pm ET / 10:30 pm UTC. The earnings call will be followed by a Q&A session with Tesla executives, including Elon Musk.
We expect the focus to be on Tesla sales, FSD, and new products such as the new Model Y, Optimus, and the upcoming next-generation vehicle.
Listen Live
The event will be live-streamed on Tesla’s site. It will also be available live on YouTube, which is included below.
Start Time
Tesla's live stream starts at 2:30 pm PT, which is the following times around the world:
2:30 pm Pacific Time
5:30 pm Eastern Time
10:30 pm UTC
10:30 pm - London, England
11:30 pm - Berlin, Germany
9:30 am (Jan 30th) - Sydney, Australia
Q&A Questions
The questions that are asked during Q&A come directly from investors. These top questions may be asked and answered during Tesla's Q&A session.
Is unsupervised FSD still planned to be released in Texas and California this year? What hurdles still exist to make this happen?
Are there any discussions with other auto companies about licensing FSD?
Is Optimus now mostly designed locked for 2025 production?
Elon has said publicly that long term shareholders of Tesla will have the ability to invest in his other companies. Could you provide some clarity/color as to what that looks like? Brokerage firms use FIFO so anyone who trades won’t have the true length of time as investor.
When will Tesla start selling Optimus and price?
Look Back at Tesla's 2024 Q4
In Q4, Tesla produced 459,445 vehicles and delivered 495,570 vehicles to its customers globally. As usual, the Model 3 and Model Y accounted for the majority of sales with 436,718 vehicles produced.
The Cybertruck, Model S, and Model X are lumped in as “Other Models” - totaling 22,727 produced. This is about 700 more than the previous quarter. However, with Cybertruck production ramping up and sales expanding to Canada, this likely means dwindlingly for the Model S and Model X.
Q4 2024 Breakdown
Model
Production
Deliveries
Model 3/Y
436,718
471,930
Other Models (Including CT)
22,727
23,640
Total
459,445
495,570
2024 Annual Breakdown
Model
Production
Deliveries
Model 3/Y
1,679,338
1,704,093
Other Models (Including CT)
94,105
85,133
Total
1,773,443
1,789,226
Tesla sales were down about 1% globally when compared to 2023 and drastically lower overall if you exclude China. The North American and European markets saw significant downswing with the Model 3 having a year-over-year change of -17.4%. While it may be too early to tell, the big question is whether this trend will continue into 2025.
We’ll have a full recap for you tomorrow, including everything Tesla talked about and all the questions and answers during the Q&A session.
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Tesla has now merged the latest FSD versions with the newest Tesla production features. This has several impacts on users with and without FSD, including giving FSD vehicles some of the latest Tesla features. The new software update is 2025.2.8 and it’s rolling out now in several countries.
FSD Vehicles Get Latest Features
For the first time, Tesla’s FSD is based on the 2025 branch, bringing the latest features to vehicles with FSD.
The highlight features of update 2025.2 include Hands-Free Trunk and Frunk Support for Android, the Rear Cross-Traffic Chime and it finally activates the in-vehicle radar in Model Y vehicles. In North America, vehicles also gain access to Third-Party Charger Preconditioning, while the Cybertruck gets Trailer Profiles support and some much-needed improvements to its wiper.
As for FSD, this update still includes FSD 12.6.4 for HW3 vehicles and V13.2.8 for HW4 cars, so there aren’t any updates there except for potential bug fixes.
New Base FSD Version?
While the latest FSD version is now available on update 2025.2, it’s not immediately clear whether this replaces FSD V12.5.4.2 as the new base FSD version that Tesla will include in all future updates.
Tesla has the ability to include different FSD releases with the same software update, so we’ll have to wait and see if this version continues to roll out to non-FSD vehicles.
Subscribe and Get the Latest FSD
Since Tesla doesn’t allow vehicles to roll back software update versions, users who were already on one of Tesla’s 2025.2 updates would be stuck with receiving FSD 12.5.4.2. However, anyone who subscribes to FSD will now be eligible to receive the latest FSD version.
FSD versions often lag behind in non-FSD Tesla features, so it’s always exciting to see an update go out that catches everyone up. Furthermore, if Tesla makes FSD V12.6 and V13.2 the new base versions that are included in all Tesla updates, that will be a huge win for everyone as these latest versions perform much better for most users.
Tesla’s next major update may be their Spring Update, which last year included a ton of new features, so there is a lot to look forward to!
Tesla recently launched FSD in China, making it the first region outside North America to receive the feature via a software update. This marks a major milestone for Tesla, which has been working diligently to gain regulatory approval outside of North America.
Both China and Europe were key targets on Tesla’s Autonomy Roadmap, with the company aiming to roll out FSD in these regions by Q1 2025—pending regulatory approval.
Regulatory Issues
Elon Musk recently confirmed on X that FSD is ready for Europe—Tesla is just waiting on regulatory approval. However, securing approval could be challenging, as the process is overseen by the United Nations Economic Commission for Europe (UNECE), which sets regulations for the entire EU.
While the UNECE has fast-tracked some advancements—such as adaptive and matrix high-beams (soon available in the U.S.), its approach to autonomy has been far more cautious. The commission has consistently slowed the deployment of self-driving technology and even reduced the capabilities of Autopilot.
Adding to the challenge, the UNECE body responsible for vehicle autonomy meets infrequently, sometimes with months between sessions. The next meeting is scheduled for March 4, but autonomy is not yet on the agenda, meaning approval could still be a long way off.
We are waiting for regulatory approval - Musk
Regulation 157
UNECE Regulation 157 governs “Automated Lane Keeping Systems” (ALKS), similar to Autopilot or lane-keeping cruise control in other vehicles. This regulation imposes strict limits, including speed restrictions and requiring driver confirmation for every autonomous decision.
While approving a lane change with a tap on the screen or steering wheel might seem minor, imagine having to do so for every FSD action—speed adjustments, turns, stops, starts, and more.
Additionally, Regulation 157 only permits autonomy in areas where pedestrian traffic is physically separated from vehicles. This means that many highways without clear barriers would be off-limits for autonomous driving.
Hope on the Horizon
There’s still hope—if the UNECE amends Regulation 157, over 50 nations, including the EU and Japan, could open the door for FSD.
A step in the right direction came with the 2024 adoption of UN Regulation 171, which expanded the framework for driver-assist systems that don’t fully take over control—such as FSD (Supervised).
While regulatory changes take time, the momentum is building. As technology advances rapidly, it’s only a matter of time before the rules catch up.
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