Tesla diner achieves strong q4 revenue

The Tesla Diner has demonstrated robust performance in the fourth quarter, countering perceptions of it being a ghost town. It processed over 30,000 burger orders and 83,000 fries orders during that period. Revenue exceeded $1 million, projecting an annual run rate of $4 million.

Reports from social media analyst Sawyer Merritt highlight the unexpected success of the Tesla Diner in Q4. Addressing online skepticism, Merritt noted, “It’s not a ghost town lol,” emphasizing the venue's popularity despite any contrary impressions.

In the final quarter of the year, the diner recorded more than 30,000 orders for burgers and 83,000 for fries. This activity translated into over $1 million in revenue, establishing a $4 million annual run rate. For context, this figure surpasses the average revenue of a typical McDonald’s location, underscoring the diner's competitive edge in the fast-food sector.

The performance comes amid Tesla's broader ventures into hospitality, integrating the diner with its Supercharger station. While specific timelines for the quarter's orders remain un detailed in available data, the numbers reflect sustained customer interest. This success may signal potential for expansion in Tesla's non-automotive offerings, though long-term trends will depend on future quarters.

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Illustration of Tesla's Q3 2025 earnings: factory with vehicles and digital displays showing mixed revenue and profit figures.
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Tesla's Q3 2025 earnings show mixed results

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Tesla reported Q3 2025 revenue of $28.1 billion, beating expectations, but adjusted EPS of $0.50 missed estimates amid a 37% drop in net income. Vehicle deliveries reached a record 497,099 units, boosted by U.S. buyers rushing before EV tax credits expired. The energy storage segment grew sharply, with deployments hitting 12.5 GWh.

Tesla reported record quarterly revenue of $28.1 billion and vehicle deliveries of 497,099 units in the third quarter of 2025, driven by a surge in sales before the expiration of federal EV tax credits on September 30. However, profits plunged 37 percent to $1.4 billion amid rising operating costs and reduced regulatory credit income. CEO Elon Musk highlighted future growth in autonomy and robotics during the earnings call.

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Tesla reported record third-quarter revenue of $28.1 billion, surpassing Wall Street expectations, driven by a rush to buy electric vehicles before a key tax credit expired. However, the company missed on earnings and margins, while sales in China plunged and a former executive warned of hurdles in autonomous driving progress. These developments highlight ongoing volatility for the electric vehicle maker.

Tesla shares fell 2.6% to $438.07 on Friday following a report of lower-than-expected fourth-quarter vehicle deliveries, allowing China's BYD to surpass it as the world's top EV seller for 2025. The company delivered 418,227 vehicles in the October-December period, down 15.6% from a year earlier, amid the end of U.S. federal tax credits. Investors now look to Tesla's January 28 earnings for signs of demand recovery and updates on robotics and autonomy.

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Tesla is scheduled to report Q4 2025 results on January 28, 2026, after market close, with a conference call at 5:30 p.m. ET. Amid a second year of falling vehicle deliveries, analysts expect $24.8 billion in revenue (slight YoY decline) and $0.45 EPS (down 40%), buoyed by record energy storage deployments. Focus shifts to AI initiatives like Robotaxi, Optimus, and Full Self-Driving amid EV headwinds.

Tesla shares closed at $485.40 on December 24, 2025, dipping slightly to around $484.62 after hours, as a new NHTSA investigation into Model 3 door releases weighed on sentiment. Despite lowered Q4 delivery forecasts, analysts raised price targets up to $551, emphasizing robotaxi and AI potential. A court victory reinstating Elon Musk's $140 billion pay package further boosted investor confidence.

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Tesla achieved a new record for net supercharger deployments in the fourth quarter of 2025. The company's full-year growth remained strong, though it did not surpass the previous annual record. This expansion underscores ongoing efforts to bolster electric vehicle infrastructure.

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