Earnings calls

What public robotics companies said about robots on their earnings calls, newest first. Statements are the companies’ own, not our findings.

Past calls

1. Oct 21, 2026Earnings call

   Tesla Q3 2026 earnings call

   Elon Musk, CEO

   Musk said Tesla has started early production of Optimus on its high-volume line in Fremont, but it will take at least a year, maybe longer, to reach about 20,000 units a week.

   9 statements on robotics

2. Aug 26, 2026Earnings call

   NVIDIA Q2 FY2027 earnings call

   Colette Kress, CFO

   Kress said Amazon will adopt NVIDIA's full physical AI stack, Omniverse, Cosmos, Isaac and Jetson, to power its fleet of warehouse robots; NVIDIA gave no timing or volume.

   3 statements on robotics

3. Jul 22, 2026Earnings call

   Tesla Q2 2026 earnings call

   Elon Musk, CEO · Vaibhav Taneja, CFO · Ashok Elluswamy, VP of AI Software

   Musk said Tesla will soon start Optimus production, without naming a month.

   7 statements on robotics

4. Jun 1, 2026Keynote

   NVIDIA GTC Taipei 2026 keynote

   Jensen Huang, CEO

   At its Taipei keynote, NVIDIA announced Cosmos 3, an open foundation model for physical AI.

   2 statements on robotics

5. May 20, 2026Earnings call

   NVIDIA Q1 FY2027 earnings call

   Colette Kress, CFO · Jensen Huang, CEO

   Kress said NVIDIA's physical AI revenue exceeded $9 billion over the last 12 months.

   4 statements on robotics

6. Apr 22, 2026Earnings call

   Tesla Q1 2026 earnings call

   Elon Musk, CEO

   Musk said Tesla assumes Optimus production at Fremont will start around late July or August 2026.

   5 statements on robotics

7. Feb 25, 2026Earnings call

   NVIDIA Q4 FY2026 earnings call

   Colette Kress, CFO

   Kress said physical AI had already contributed more than $6 billion of NVIDIA revenue in fiscal 2026.

   3 statements on robotics