Tesla to address new models on CT platform in today's earnings call

[YDR37]

Tesla's 3Q 2025 earnings call is scheduled for today at 5:30 pm (Eastern time). One of the top questions, as voted on by shareholders, is:

What are the plans for new car models? Will Tesla build compact car models leveraging the unboxed Cybercab platform? Will Tesla build a traditional SUV and pickup truck in the Cybertruck platform?

Those seem like good questions, and I'm sure that many forum users here would like to know as well. However, there is no guarantee that Tesla will provide any detailed answers. Will try to post follow-up after the call.

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[YDR37]

Was not able to catch the earnings call live, but reviewed the transcript and shareholder deck.

At first glance, did not see any significant news about the Cybertruck or possible future consumer models. Cybercab and Semi are reportedly on schedule for volume production in 2026.

 

[YDR37]

Tesla doesn't seem interested in further development of traditional vehicles with steering wheel and pedals, which have "a little bit of the horseless carriage thing going on". The next big vehicle is expected to be the Cybercab, and it will be fully autonomous:

The single biggest expansion in production will be the Cybercab, which starts production in Q2 next year. That’s really a vehicle that’s optimized for full autonomy. It, in fact, does not have a steering wheel or pedals and is really an engineering optimization on minimizing cost per mile, fully considered cost per mile of operation. For our other vehicles, they still have a little bit of the horseless carriage thing going on where, obviously, if you’ve got steering wheels and pedals and you’re designing a car that people might want to go very fast acceleration and tight cornering, like high-performance cars, then you’re going to design a different car than one that is optimized for a comfortable ride, but doesn’t expect to go past sort of 85 or 90 miles an hour. It is just aiming for a gentle ride the whole time. That’s what Cybercab is. Do I think we’ll sacrifice margins? I don’t think so. I think the demand will be pretty nutty.

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