In a report titled “Good progress with autonomy, plus strong Auto and Energy demand; 3Q wrap”, the analysis frames the quarter as one of solid operational progress set against a mixed profit picture. It highlights three positives: advancing autonomy, with FSD now fitted to more than 75% of new vehicle deliveries in North America (up from over 55% in the second quarter) and unsupervised robotaxi miles growing at a double-digit weekly pace to 3.1mn cumulatively as of 18 October, ahead of expectations; strong backlogs in both Auto and Energy; and gross margins that beat forecasts across all three segments.
Continue Reading
This article is for pass holders.
30-Day Pass$12.00One-time purchase · no auto-renewalBuy 30 DaysSave $24.00
365-Day Pass$120.00
Already a pass holder? Sign in · Continue with Google
Discover more from CANSLIM Research
Subscribe to get the latest posts sent to your email.