Episode 534: Tesla Q3 Earnings Call Highlights and Analysis
Ride the Lightning: Tesla and EV Podcast
Ryan McCaffrey
4.7 • 1K Ratings
🗓️ 26 October 2025
⏱️ 108 minutes
🧾️ Download transcript
Summary
Tesla held its Q3 earnings call, and as always I've got a recap, highlight clips, and analysis of everything the Tesla executives talked about on the call. Plus: Model S and X return to Europe, Cybercab gets a production start window, and more!
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Transcript
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| 0:00.0 | On this week's episode of Ride the Lightning, the Tesla and EV podcast, Tesla held its Q3 earnings call, |
| 0:06.8 | and as always, I've got a recap, highlight clips, and analysis of everything the Tesla executives talked about on the call. |
| 0:13.9 | Plus, Model S and X returned to Europe, CyberCab gets a production start window and more. What's happening, friends, Ryan McCaffrey, joining you here for episode 534 of Ride the Lightning, your weekly Tesla and EV podcast. |
| 0:50.0 | I am surrounded by dogs, Daisy the Boxer to my left, Lily the Silly Labrador puppy at my feet, |
| 0:56.6 | and just out of my view is mine of the future service dog. |
| 1:01.6 | It has been a very busy week in the world of Tesla because we had the earnings call, |
| 1:06.5 | which I'll be digging deep into, as I always do every quarter here in just a few minutes. |
| 1:11.6 | First, a few housekeeping notes first. |
| 1:14.1 | I hope all of you enjoyed the interview with Franz von Holshoushausen last week. |
| 1:18.4 | It is always a pleasure, always a privilege and a treat to get to go down there and chat with him. |
| 1:25.2 | Second, a little less happier than the Franz interview was the brief shiver that I got sent up |
| 1:33.7 | my spine, which thankfully did not prove to be for the reason that I was worried it was going to be. |
| 1:39.8 | And that was, if you go to Tesla.com right now, you will see right at the top that there is a Model 3 and Model Y, when you're looking at those images for those cars, it says a price increase coming in November. |
| 1:58.2 | Now, at first I thought, oh, they're raising the prices of the cars, and that stinks. |
| 2:04.1 | That's no good. The tax credit just went away. Now they're going to get even more expensive. |
| 2:09.3 | Fortunately, as I looked further into it, it actually turns out that it's not going to be a price |
| 2:16.5 | increase on the cars. It is a price increase on |
| 2:20.8 | the leasing prices. So that's what's going up next month, not the car prices. I mean, either way, |
| 2:29.6 | I guess it's nice that they warn people, but thankfully, it's not the bottom line MSRP purchase price. |
| 2:36.9 | It is the lease pricing. |
| 2:39.2 | So if you are considering leasing a new Tesla before the quarter ends, just bear that in mind. |
| 2:46.2 | If you're able to move a little more quickly and do so in the next week or so here. Certainly you can save |
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