“I would say it's not going to move the needle this quarter... I think it starts to become noticeable probably in Q2 and then probably a big deal by Q3 or Q4 of next year [2027].”
Said in response to an analyst question on when robotaxi becomes a significant contributor to revenue and profitability; CFO Vaibhav Taneja on the same call said robotaxi 'would become a significant part of our revenue and profitability in 2027.' Tesla had launched Cybercab rides in Austin on Sept. 3, 2026 and does not break out robotaxi revenue separately.