The global software-defined vehicle (SDV) market is forecasted to grow from $447.55 billion in 2026 to $1.7 trillion by 2035, at a 16% CAGR. Growth is fueled by advances in centralized vehicle computing, AI-enabled functions, over-the-air (OTA) updates, and electric vehicle platforms requiring continuous software management. Automakers like Tesla, BMW, and Ford are investing heavily in SDV architectures, enabling vehicles to be continuously upgraded with new features and services. North America leads adoption due to strong OEM software investments and partnerships, while feature-on-demand services create new recurring revenue streams for manufacturers.
Tesla reported Q2 revenue of $28.24 billion, marking a 26% year-over-year increase and showing accelerating growth for two consecutive quarters. Despite strong sales, the company's gross margin fell to 16.83% and operating margin dropped to 1.41%, si...
Tesla reported a 26% year-over-year revenue increase in Q2 2026, signaling improved top-line growth after previous sluggish quarters. However, the company faces deteriorating gross, operating, and EBITDA margins, indicating profitability challenges. ...
Tesla and SpaceX announced plans to build Terafab, a large advanced semiconductor factory in Grimes County, Texas, with an initial $16.8 billion investment. The facility will be the largest manufacturing building on Earth, spanning over 100 million s...
In Q2 2026, SpaceX increased its spending on Tesla Megapacks, purchasing $295 million worth of these battery energy storage systems to power its Colossus data centers in Greater Memphis. This brings the half-year total to $329 million. The Megapacks ...
Tesla stock found strong support near $297, signaling a potential end to its bearish correction from the December peak of $498.83. A bullish weekly reversal pattern and a close above $317 would confirm a breakout, with initial upside targets at $368....
