Tesla (TSLA): FY26 Q3 earnings call, Oct 21, 2026
On its Oct 21, 2026 earnings call (FY26 Q3), Tesla said 24 of the 39 words Kalshi and Polymarket listed; Parrot’s count agreed with all 39 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
39 words · 24 settled yes · our count agreed on 39 of 39- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Optimus | Yes | 43 | 43 | ✓ | 98%n=5+tx from settlement history blended with transcripts | Hear it 4:43, Optimus | – |
| Cybercab | Yes | 23 | 28 | ✓ | 92%n=1+tx from settlement history blended with transcripts | Hear it 3:58, Cybercab | – |
| Robotaxi 5+ times | Yes | 22 | 22 | ✓ | 85%n=1+tx from settlement history blended with transcripts | Hear it 3:23, Robotaxi 5+ times | – |
| Robot | Yes | 21 | 21 | ✓ | 96%n=1+tx from settlement history blended with transcripts | Hear it 5:22, Robot | – |
| AI / Artificial Intelligence 10+ times | Yes | 17 | 17 | ✓ | 83%transcripts from the transcript model | Hear it 7:05, AI / Artificial Intelligence 10+ times | – |
| Robotaxi | Yes | 15 | 22 | ✓ | 97%n=5+tx from settlement history blended with transcripts | Hear it 3:23, Robotaxi | – |
| Software | Yes | 10 | 10 | ✓ | 94%n=1+tx from settlement history blended with transcripts | Hear it 18:37, Software | – |
| Regulator / Regulatory / Regulation | Yes | 6 | 7 | ✓ | 92%n=6+tx from settlement history blended with transcripts | Hear it 17:50, Regulator / Regulatory / Regulation | – |
| SpaceX / xAI | Yes | 5 | 5 | ✓ | 90%n=2+tx from settlement history blended with transcripts | Hear it 2:25, SpaceX / xAI | – |
| SpaceX | Yes | 5 | 5 | ✓ | 75%n=4+tx from settlement history blended with transcripts | Hear it 2:25, SpaceX | – |
| America | Yes | 4 | 4 | ✓ | 88%n=1+tx from settlement history blended with transcripts | Hear it 11:40, America | – |
| Terafab | Yes | 4 | 5 | ✓ | 77%n=2+tx from settlement history blended with transcripts | Hear it 8:22, Terafab | – |
| Semi | Yes | 3 | 3 | ✓ | 90%n=2+tx from settlement history blended with transcripts | Hear it 2:05, Semi | – |
| Texas | Yes | 3 | 3 | ✓ | 79%n=1+tx from settlement history blended with transcripts | Hear it 17:51, Texas | – |
| SI / Super Intelligence | Yes | 3 | 3 | ✓ | 23%transcripts from the transcript model | Hear it 15:11, SI / Super Intelligence | – |
| Tariff | Yes | 2 | 3 | ✓ | 89%n=5+tx from settlement history blended with transcripts | Hear it 13:02, Tariff | – |
| China | Yes | 2 | 3 | ✓ | 79%n=5+tx from settlement history blended with transcripts | Hear it 36:15, China | – |
| Roadster | Yes | 2 | 2 | ✓ | 36%n=3+tx from settlement history blended with transcripts | Hear it 2:08, Roadster | – |
| Merge / Merger | Yes | 2 | 2 | ✓ | 11%n=2+tx from settlement history blended with transcripts | Hear it 9:43, Merge / Merger | – |
| Solar | Yes | 1 | 2 | ✓ | 89%n=2+tx from settlement history blended with transcripts | Hear it 17:02, Solar | – |
| Competition | Yes | 1 | 1 | ✓ | 79%n=4+tx from settlement history blended with transcripts | Hear it 36:30, Competition | – |
| Megapack 3 | Yes | 1 | 1 | ✓ | 64%n=1+tx from settlement history blended with transcripts | Hear it 15:21, Megapack 3 | – |
| Cybertruck | Yes | 1 | 1 | ✓ | 58%n=6+tx from settlement history blended with transcripts | Hear it 34:46, Cybertruck | – |
| Rocket | Yes | 1 | 1 | ✓ | 16%transcripts from the transcript model | Hear it 4:16, Rocket | – |
| Roadster 5+ times | No | 2 | 2 | ✓ | 8%transcripts from the transcript model | Hear it 2:08, Roadster 5+ times | – |
| Samsung | No | 0 | 0 | ✓ | 77%transcripts from the transcript model | – | |
| Grok 3+ times | No | 0 | 0 | ✓ | 72%n=1+tx from settlement history blended with transcripts | – | |
| Supercharger / Super Charger | No | 0 | 0 | ✓ | 69%n=5+tx from settlement history blended with transcripts | – | |
| Safety Monitor | No | 0 | 0 | ✓ | 62%n=1+tx from settlement history blended with transcripts | – | |
| Afford / Affordable | No | 0 | 0 | ✓ | 44%transcripts from the transcript model | – | |
| Waymo | No | 0 | 0 | ✓ | 41%n=2+tx from settlement history blended with transcripts | – | |
| Intel | No | 0 | 0 | ✓ | 36%n=1+tx from settlement history blended with transcripts | – | |
| James Bond | No | 0 | 0 | ✓ | 21%n=1+tx from settlement history blended with transcripts | – | |
| Flying Car | No | 0 | 0 | ✓ | 21%transcripts from the transcript model | – | |
| Gigafactory | No | 0 | 0 | ✓ | 15%n=6+tx from settlement history blended with transcripts | – | |
| Iran / Middle East | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – | |
| Miami | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – | |
| Six-Seater / Six-Seat | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – | |
| Street Legal | No | 0 | 0 | ✓ | 12%n=1+tx from settlement history blended with transcripts | – |
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 22, 2026 15:30 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
6 matches for “Unsupervised”; 5 quoted, at least 25 words apart.
…continued to grow with the launch of Cybercab rides in Austin. Accumulative unsupervised miles 8x in the quarter, as we had weekly double-digit growth throughout…
The next question is, when can we anticipate FSD unsupervised in customer cars? Ashok, did you want to kick that off?
…and so on, that's going to be extremely hard. As we release unsupervised FSD to the broader customer fleet, it's just going to be I…
…our safety report on FSD before, but we have also released our unsupervised, our Robotaxi safety report. We just think this is the right way…
…team. On Robotaxi, you have talked about sustaining double-digit week-over-week growth in unsupervised miles. I am curious if there is a way you can triangulate…
Where the listed words were said
…concert recently. This is really going to a very good place. Regarding Optimus, we've started what I'd call early production on our high-volume line in…
…match our scale with autonomous vehicles as we continue to ramp. The Cybercab fleet in Austin, for example, has grown by a factor of 10…
…are now headed for a lot of fun and significant growth. Regarding Robotaxi, we are seeing the Robotaxi miles driven or fully autonomous miles driven…
…there's 10,000 things that have to go right for production of the robot, and it'll move as fast as the slowest, least lucky of the…
…still quite a lot of work to do with regard to the AI and the robot for it to be truly useful for open-ended tasks.…
…the next few years would continue to expand. As we add more Robotaxi fleet, we expand our production capacity for Optimus, install manufacturing capacity for…
…fact, next month we'll be launching in Dallas, and then the same software just scaled to lots of other cities, along with the Model Y…
…how does the Cybercab fleet scale past Austin, and what is the regulatory path outside Texas given NHTSA's open safety review? Ashok, did you want…
…ever. That is a testament to amazing work by the Tesla and SpaceX teams. We have also been laying the groundwork for a lot more…
With regard to a potential merger with SpaceX, I think I said everything that should be said yesterday, tap dancing through a minefield there. That's…
…key driver for demand. In Q3, over 75% of deliveries in North America included a sign-up for paid FSD subscription at the time of delivery,…
…close to Tesla with respect to a general-purpose humanoid robot. Regarding the Terafab, the Austin-based research fab is progressing quickly. We'll begin commissioning machinery in…
Agents: this page as TSV at /api/v1/appearances/tesla:2026-10-21:earnings_call · words: /api/v1/brief?appearance=tesla:2026-10-21:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP