According to Sawyer Merritt, Tesla has published its company-compiled earnings consensus estimates from sell-side analysts for Q4 2025, with projections of approximately $24.5 billion in revenue and $1.05 billion in net income. The consensus reflects strong expectations for Tesla’s ongoing investments in artificial intelligence, particularly in autonomous driving and robotics, which are anticipated to improve operational efficiency and expand business opportunities in both the automotive and AI-powered mobility sectors. These figures underscore how Tesla’s AI-driven innovations and its Full Self-Driving technology are increasingly viewed as core revenue drivers, potentially opening new markets beyond traditional vehicle sales (Source: Sawyer Merritt via Twitter).

According to @XPengMotors, XPENG is on track to deliver between 125,000 and 132,000 electric vehicles in Q4 2025, with projected revenues of RMB 21.5–23.0 billion, highlighting the accelerating adoption of AI-powered automotive technologies. The company attributes its strong momentum to advanced AI integration within vehicle systems, which enhances autonomous driving, user experience, and operational efficiency. This robust performance underscores the growing business opportunities in smart EVs and the competitive advantage of leveraging artificial intelligence in automotive manufacturing and services (source: @XPengMotors, Nov 19, 2025).