Q3 Shareholder Update → ir.tesla.com Highlights – FSD Supervised attach rate grew to over 75% of new vehicle deliveries in NA – Unveiled the next-gen Roadster – Record deliveries in Canada, Australia, Japan & Taiwan – Tesla Semi now in volume production. Top variant can go up to 500 miles at a full 82,000 lbs while achieving efficiency of 1.7 kWh/mile – about a third of the energy a comparable diesel truck burns for the same load – Ended the quarter with the largest backlog for our passenger vehicles in 4 years! FSD Supervised – 4 new approvals since Q2 (Croatia, Slovenia, Czech Republic, Slovakia) – FSD is now live in nine EU countries & used by over 100,000 customers logging more than 160 million kilometers since initial approval Robotaxi – Deployed Cybercab into our Austin fleet – Hit nearly 2 million cumulative unsupervised miles, 8x growth in the quarter – Austin service now runs 6 am to midnight, with wait times continuing to come down as we add cars & improve the orchestration algorithms – Added Grok to Cybercab with Grok Bot & Connectors, letting you interface with your inbox, calendar, files, chats and tasks, all by voice. Transport, office & living room in one Robotics – Started production of @Tesla_Optimus on our high-volume lines in Fremont. These are the first production-quality bots we've built, proving that the current manufacturing process for Optimus is suitable for a commercial product SI Compute – On track for 400 MW of training compute by year end, feeding both vehicle & humanoid autonomy – Austin Fab construction continues, equipment commissioning planned for 2027 Battery – Battery supply is still the limiter on how fast we ramp vehicles globally, so we're expanding on every front: pack capacity in Berlin, cathode and lithium refining in Texas, LFP cells in Nevada – Shipped the first Megapacks built entirely with our own LFP cells – Increasing 4680 output to support ramp of Cybercab, Semi & Model Y Energy – Megafactory Texas is up & running, with Megapack 3 production started – Highest-ever order rate & backlog for energy storage Grid constraints & power availability are making Megapack the answer for SI infrastructure demand: it excels at supplying large data center loads, smooths out demand spikes, helps new projects meet grid connection rules & makes the grid itself more stable All with less local fossil fuel generation Supporting Infrastructure – Added 2,100+ net new Supercharger stalls, up 14% year over year

🌍 European countries that added the most migrants (2000–2024) 1. 🇬🇧 United Kingdom: +7.1M 2. 🇪🇸 Spain: +6.8M 3. 🇩🇪 Germany: +6.4M 4. 🇹🇷 Türkiye: +5.8M 5. 🇮🇹 Italy: +4.4M 6. 🇫🇷 France: +3.0M 7. 🇦🇹 Austria: +1.4M 8. 🇳🇱 Netherlands: +1.4M 9. 🇨🇭 Switzerland: +1.3M 10. 🇧🇪 Belgium: +1.3M 11. 🇸🇪 Sweden: +1.3M 12. 🇵🇱 Poland: +917K 13. 🇮🇪 Ireland: +840K 14. 🇳🇴 Norway: +720K 15. 🇷🇴 Romania: +521K 16. 🇵🇹 Portugal: +476K 17. 🇩🇰 Denmark: +475K 18. 🇭🇺 Hungary: +393K 19. 🇨🇿 Czechia: +386K 20. 🇫🇮 Finland: +378K Europe's migrant population grew by 40.8 million between 2000 and 2024, up 67%. The UK, Spain and Germany together account for almost half of that increase. Source: UN DESA