Tesla Starts Optimus Robot Production at Fremont as Q3 Net Income Falls 43%
Tesla said the Fremont-built Optimus units are its first robots manufactured at production quality, disclosed in its third-quarter shareholder letter.
Tesla has begun producing its Optimus humanoid robot at its Fremont, California factory, the company said in its third-quarter shareholder letter. Tesla said the robots from this line are the first it has manufactured at production quality, according to digitaltoday.co.kr.
The production milestone came alongside a weaker quarter. Tesla reported third-quarter net income of $787 million, down 43% from $1.37 billion a year earlier. Total revenue was $28.04 billion, slightly below the $28.009 billion posted in the third quarter of 2025.
Electric vehicle revenue was $20 billion, flat year over year. Third-quarter vehicle deliveries reached 486,532 units, about 6,000 more than the previous quarter but fewer than a year earlier.
Solar and energy storage revenue fell 16% year over year to $2.8 billion. Service revenue, which includes subscriptions to Full Self-Driving driver-assistance software, rose 33% year over year to $4.6 billion, and the services and other segment posted a record quarterly gross profit of $734 million.
Prior quarters
In the third quarter of 2025, Tesla's revenue was $28.009 billion and net income was $1.37 billion. In the previous quarter, revenue was $28.23 billion.
Quick answers
Where is Tesla producing the Optimus robot?
Tesla began producing Optimus at its Fremont, California factory, according to its third-quarter shareholder letter.
What was Tesla's third-quarter net income?
Net income was $787 million, down 43% from $1.37 billion a year earlier.
How many vehicles did Tesla deliver in the third quarter?
Tesla delivered 486,532 vehicles, about 6,000 more than the previous quarter but fewer than a year earlier.