Tesla has officially moved its Optimus humanoid robot into production at the Fremont factory.
This represents a significant shift for the facility, utilizing its existing infrastructure to assemble the first commercial-quality units.
The company has confirmed that the current manufacturing process is now standardized for commercial scaling, providing a concrete look at how Tesla intends to integrate these robots into its product ecosystem.
The new production line for robots
The robots coming off the line are the first commercially available ones the company has built, according to a shareholder briefing released Wednesday. Tesla said the current manufacturing process is suitable for a commercial product and it will continue to improve its components and methods.
The economic picture of the quarter
Tesla's third-quarter net profit fell 43% to $787 million, compared with $1,37 billion in the same period last year. Lower sales of emissions permits also contributed to the pressure on profitability.
The company's total revenue was $28,04 billion, down slightly from $28,09 billion in the same period last year. Electric vehicle sales remained flat at $20 billion, with the company delivering 486.532 vehicles in the third quarter.
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The solar and storage segment saw revenue fall 16% to $2,8 billion, largely due to refunds to customers related to tariffs. In contrast, Tesla's services segment saw revenue grow 33% year-over-year to $4,6 billion.
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