Tesla Shareholders Want Answers on Cybercab, FSD, and Optimus at Q3 Earnings Call

cybercab rides at giga texas

Tesla has opened its shareholder Q&A platform ahead of its third-quarter 2026 earnings call, giving retail investors an opportunity to ask questions directly to company executives.

So far, the biggest topics aren’t vehicle sales or profit margins, but Tesla’s plans for Cybercab, Robotaxi, and Optimus.

The earnings call is scheduled for Wednesday, October 21, 2026, at 2:30 PM PT (5:30 PM ET), shortly after Tesla publishes its quarterly financial results.

Cybercab and Optimus dominate shareholder questions

Through the Say Technologies platform, Tesla shareholders can connect their brokerage accounts, submit questions, and vote on those they want answered. Questions receiving the most votes move up the rankings, increasing their chances of being addressed during the call.

Hundreds of questions have already been submitted, but there is a clear trend on what is top of mind for most investors – Robotaxi and Optimus.

Among the most popular are when Tesla plans to expand Cybercab operations beyond Austin, when customers will be able to purchase a Cybercab, and how much it will cost to manufacture each Optimus robot.

Investors are also looking for more details about Robotaxi unit economics, including how Tesla expects to make its autonomous ride-hailing business profitable as operations expand.

Tesla heads into earnings following strong deliveries

Tesla enters the earnings call after delivering 486,532 vehicles in the third quarter, up from 480,126 in Q2, but below the 497,099 vehicles delivered during the same period last year.

While those results will provide an important look at Tesla’s automotive business, shareholder interest suggests much of the discussion could centre on the company’s autonomous driving and robotics ambitions.

Shareholders have until Tuesday, October 20, at 1:00 PM PT (4:00 PM ET) to submit questions and cast their votes.

Here are the top 10 questions as voted on by shareholders at the time of publication.

  1. “how does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?”

    2. “When will the CyberCab be available for customer purchase/ownership?”

    3. “When can we anticipate FSD unsupervised in customer cars?”

    4.“what’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?”

    5. “what’s the cost per Optimus unit, and what does the first paying customer look like?”

    6. “At what capacity are your four factories running at? Do you anticipate building new ones?”

    7. “Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?”

    8. “When do you anticipate Optimus will begin generating revenue?”

    9. “Do you still have battery pack manufacturing constraints? Are these supply chain issues, or just manufacturing issues?”

    10. “Mapping for FSD continues to be a problem. The three biggest issues are recognizing proper speed limits, parking, and typical routes. I understand you use various third-party maps, but why not use your own maps. Authorize trusted/verified Tesla owners to provide input.”

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