Robotaxi
Tesla's Q2 2026 letter says Robotaxi is live in seven major metros. Austin, Dallas, Houston and Miami are the clearest launches, and Orlando and Tampa are small pilots. Fleets are small and Tesla does not disclose fleet sizes.
The numbers
What it is
Tesla's ride-hailing service using FSD-based vehicles. Austin was the first city. Dallas and Houston followed in April 2026, and Miami, Orlando and Tampa followed in June and July.
Why it matters to the stock. Robotaxi revenue is the main reason the stock is valued above a car company. Scale, safety record and regulatory approval are the three things to watch.
News
Tesla Q2 2026 revenue $28.2B (+26%) but non-GAAP EPS $0.33 and gross margin 16.8%
Tesla reported Q2 2026 revenue of $28.2B, up 26%, but margins fell: GAAP gross margin was 16.8% and automotive gross margin ex-credits was 16.3%.
Tesla Q2 2026 update: FSD (Supervised) approved in Lithuania, Estonia, Denmark and Belgium
Tesla's Q2 2026 update letter says it received further FSD (Supervised) approvals in Lithuania, Estonia, Denmark and Belgium after the Dutch approval.
Tesla starts Robotaxi pilots in Orlando and Tampa, a day before Q2 earnings
Tesla brought unsupervised Model Y robotaxis to Orlando and Tampa on July 21, 2026, one day before its Q2 earnings call.
Tesla opens small Robotaxi zone in Miami, excluding downtown and the airport
Tesla's Robotaxi account shared a Miami service map on July 3, 2026 covering mostly West Miami and a strip toward Doral.
Tesla extends unsupervised robotaxi rides across the entire Austin metro
On June 3, 2026 Tesla's robotaxi account said unsupervised Robotaxi service is now live in the entire Austin metro area.
Tesla pushes five-city robotaxi target to 'preparations underway'
Tesla's Q1 2026 update replaced a first-half 2026 timeline for Phoenix, Miami, Orlando, Tampa and Las Vegas with the vaguer 'preparations underway' wording.
Tesla launches Robotaxi in Dallas and Houston with unsupervised rides
Tesla announced on April 18, 2026 that Robotaxi was rolling out in Dallas and Houston, with a video showing cars with no human monitor or driver in the front seat.
Tesla robotaxi reports 15th NHTSA crash; no mileage disclosure
Tesla reported one more robotaxi crash to NHTSA in its February submission, bringing the total to 15 since the Austin program began in June 2025.
Tesla starts robotaxi rides in Austin with no safety monitor in the car
Tesla began offering paid robotaxi rides in Austin with no safety driver in the front seat on January 22, 2026.