Tesla: earnings, FSD, trials
Investor focus is on Tesla’s Q1 earnings as the company tries to prove autonomy and subscription growth can offset delivery concerns, according to market previews. Tesla reported FSD subscriptions grew to about 1.1 million by Q4 2025 and it recently launched free FSD trials in the Netherlands on software version v14.2.2.5 via update 2026.3.6. (tradingkey.com) (aol.com) (notateslaapp.com)
Tesla heads into its April 22 earnings report with investors watching whether software and autonomy can do more of the work as vehicle deliveries soften. (tesla.com 1) (tesla.com 2) Tesla said on April 2 that it delivered 358,023 vehicles in the first quarter of 2026, while producing 408,386, and it scheduled first-quarter financial results for after the market close on Wednesday, April 22. (tesla.com) In its fourth-quarter 2025 update, Tesla said it had 1.1 million active Full Self-Driving subscriptions by year-end, adding a new metric for a business it has long discussed more than disclosed. (tesla.com) (electrek.co) Full Self-Driving, which Tesla now labels “Supervised,” is a paid driver-assistance package that can steer, change lanes and follow navigation routes, but Tesla says active driver supervision is still required and the system does not make the vehicle autonomous. (tesla.com 1) (tesla.com 2) Tesla has also started free Full Self-Driving trials in the Netherlands on software version v14.2.2.5, delivered through update 2026.3.6, according to Not a Tesla App, which tracks Tesla software rollouts. (notateslaapp.com) That Dutch rollout gives Tesla a live European test bed as it tries to expand a software product built first for North America into roads with denser cities, more roundabouts and tighter regulatory rules. (notateslaapp.com) Tesla’s own support page says its broader v14 trial for owners in the United States, Puerto Rico, Mexico and Canada is no longer available for most existing owners, though some new buyers may still get a 30-day trial at delivery. (tesla.com) The company used its fourth-quarter letter to say 2025 was part of a transition from a “hardware-centric business” to a “physical AI company,” alongside its robotaxi service, Optimus robot work and artificial-intelligence training buildout. (tesla.com) April 22 is the next hard checkpoint: Tesla has already reported the quarter’s delivery total, and the earnings release will show whether subscriptions, energy storage and margins did enough to change the picture. (tesla.com)
