Tesla (TSLA): FY26 Q1 earnings call, Apr 22, 2026
On its Apr 22, 2026 earnings call (FY26 Q1), Tesla said 14 of the 20 words Kalshi listed; Parrot’s count agreed with all 20 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
20 words · 14 settled yes · our count agreed on 20 of 20- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| FSD / Full Self Driving | Yes | 29 | 38 | ✓ | 97%n=4+tx from settlement history blended with transcripts | – |
| Optimus | Yes | 26 | 29 | ✓ | 97%n=3+tx from settlement history blended with transcripts | – |
| Battery | Yes | 9 | 12 | ✓ | 95%n=2+tx from settlement history blended with transcripts | – |
| Tariff | Yes | 7 | 7 | ✓ | 94%n=3+tx from settlement history blended with transcripts | – |
| Terafab | Yes | 6 | 9 | ✓ | 17%transcripts from the transcript model | – |
| Regulator / Regulatory / Regulation | Yes | 4 | 4 | ✓ | 93%n=4+tx from settlement history blended with transcripts | – |
| Delivery | Yes | 4 | 4 | ✓ | 91%n=2+tx from settlement history blended with transcripts | – |
| SpaceX / xAI | Yes | 4 | 5 | ✓ | 82%transcripts from the transcript model | – |
| China | Yes | 3 | 3 | ✓ | 96%n=3+tx from settlement history blended with transcripts | – |
| Semi | Yes | 3 | 3 | ✓ | 73%transcripts from the transcript model | – |
| Competition | Yes | 1 | 1 | ✓ | 76%n=2+tx from settlement history blended with transcripts | – |
| Dojo / Dojo3 | Yes | 1 | 1 | ✓ | 51%transcripts from the transcript model | – |
| Roadster | Yes | 1 | 1 | ✓ | 38%n=1+tx from settlement history blended with transcripts | – |
| Supercharger / Super Charger | Yes | 1 | 1 | ✓ | 35%n=3+tx from settlement history blended with transcripts | – |
| Cybertruck | No | 0 | 0 | ✓ | 71%n=4+tx from settlement history blended with transcripts | – |
| Leader / Leadership | No | 0 | 0 | ✓ | 55%transcripts from the transcript model | – |
| Gigafactory | No | 0 | 0 | ✓ | 30%n=4+tx from settlement history blended with transcripts | – |
| Grok 5 | No | 0 | 0 | ✓ | 26%n=1+tx from settlement history blended with transcripts | – |
| Trump | No | 0 | 0 | ✓ | 23%n=4+tx from settlement history blended with transcripts | – |
| Iran | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Energy”; 5 quoted, at least 25 words apart.
…chip design, laying the groundwork for significantly increased manufacturing production. We are also strengthening our supply chain across the board, batteries, energy, AI, silicon, everything.
…best of our ability through the balance of this year. On the energy front, the United States and the whole world will need a lot…
…vehicle as only the delivery mechanism. As we have noted previously, the energy storage business is inherently lumpy, tied to customer deployment timelines. In Q1,…
…paid in prior quarters. On a normalized basis, we continue to expect energy compression from here with increasing competition and tariff impacts. As previously discussed,…
…the last question, which is, what is Tesla doing to scale the energy generation business with solar? Residential roof deployments have stalled. Will Tesla move…
Where the listed words were said
…autonomy-ready, depending on what part of the world you're in. The supervised Full Self-Driving is getting extremely good. We have just started production of Cybercab,…
…our internal production for testing, and then probably being able to have Optimus be useful outside of Tesla sometime next year. As you've heard me…
…but across all our factories. Our biggest limiter continues to be our battery pack capacity, and we are actively working on resolving that. Auto margins,…
…not realized any benefit from the recent Supreme Court ruling on IPR tariffs, as there is still a lot of uncertainty around the final outcome.…
Yeah. We're still working out the details of the Terafab deployment. In the near term, Tesla will be building the research fab on our Giga…
…EU-wide approval later in Q2, and we're just gated by how the regulators go about it. Additionally, we've also received approvals in China. The broader…
…certain countries like France and Germany showing over 150% quarter-over-quarter growth in deliveries. In APAC, we witnessed growth in South Korea and Japan, again, in…
…starts a month, to make sure that a production process is sound. SpaceX is going to take care of the initial phase of the scaled…
…and get additional output out there. We continue to have growth in China as well, ramping in-house LFP module production and battery packs associated with…
…on development of our own AI5 chip and new products like Cybercab, Semi, Optimus, and Megapack, et cetera, continue to be at elevated levels, and…
…and we already have a lot of momentum for designing AI6, and we've begun to discuss ideas for Dojo 3. This is all very exciting.
…which is that it's going to be almost entirely autonomous. In fact, long term, the only manually driven car will be the new Tesla Roadster.
Agents: this page as TSV at /api/v1/appearances/tesla:2026-04-22:earnings_call · words: /api/v1/brief?appearance=tesla:2026-04-22:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP