The earnings call that follows the report is expected to center on artificial intelligence, self-driving technology, robotaxis, and Tesla’s humanoid robot, Optimus. Tesla delivered 418,227 vehicles in Q4 2025, below Wall Street’s expectation of roughly 426,000 deliveries, according to CNBC and the company. In contrast, Tesla’s energy division is widely expected to be a bright spot. In contrast, Oppenheimer has warned that Tesla’s AI and robotics progress has been slower than expected and that delays could hurt future earnings. He has also spoken about his various companies “converging” over time, especially with AI, energy, and robotics overlapping more closely.