**TSLA** reported over 486k vehicle deliveries for Q3, beating the consensus estimate of 462k. The stock is up about 5% today on the news. Deliveries were actually down 2% from last year's 497k, but that drop was expected since last year saw a demand spike before EV tax breaks expired. Moving forward, the market is keeping a close eye on their FSD software and robotics progress as the main drivers for future earnings.