Tesla skipped the most important shareholder question on its earnings call

According to Electrek, Tesla skipped the fifth-ranked shareholder question on its Q3 2026 earnings call about when Hardware 3 owners will learn if they receive a free computer upgrade for unsupervised Full Self-Driving. The question had 557 votes and 652,900 shares on the Say platform, but Tesla answered lower-ranked questions instead.

The company has acknowledged that Hardware 3 cannot support unsupervised FSD, and previous calls mentioned potential microfactories for computer swaps and discounted trade-ins, but no cost, timeline, or process was provided. Tesla faces class actions in the US, China, and Australia, plus a Dutch collective claim involving nearly 7,000 owners. Documents show only Hardware 4 was submitted for FSD approval in Europe.

The article estimates around 4 million vehicles may require upgrades or compensation. Tesla's silence on the issue contrasts with its projection that unsupervised FSD could reach customer cars by Q2 2027, a timeline that does not apply to Hardware 3 vehicles.

Source

Tesla skipped the most important shareholder question on its earnings call — Electrek