The Q2 Letter Says the Model S and X Lines Were Decommissioned. The Order Pages Say Production Has Stopped.

Ending a program, taking a line out of a capacity table, decommissioning a line, and stopping production are four sentences. They are not one date. A report that Tesla “stopped selling” the cars on October 15, 2026, was not retrieved. The financial quarter those cars used to sit inside, as “other models,” is still the Q3 preview. The robot the letters name as the replacement is Optimus.

What’s confirmed

The Q4 2025 update still prints a capacity row

The Q4 and full-year 2025 update lists, under installed annual vehicle capacity in California, Model S / Model X, 100,000, status Production. The same table lists California Optimus with a dash for capacity and status Construction. The footnote says installed capacity is not the current production rate, and that construction includes factory and infrastructure buildout as well as tool installation.

The robotics section says the company plans to unveil the Gen 3 Optimus in the first quarter of “this year,” that Gen 3 is “our first design meant for mass production,” and that “eventual planned capacity” is 1 million robots per year. “Planned” is the letter’s word. The letter does not say the Model S or Model X program has ended.

Label: Shareholder update. 100,000 is an installed-capacity cell, not a 2025 production count and not a delivery count. The Optimus row is Construction. One million a year is a plan in that letter.

What CNBC says he said on the January 28, 2026 call

CNBC (Lora Kolodny and Ari Levy, published January 28, 2026, updated January 29) says that on the fourth-quarter earnings call Mr. Musk said Tesla is ending production of the Model S and Model X and will use the Fremont factory to build Optimus robots.

CNBC quotes him: “It’s time to basically bring the Model S and X programs to an end with an honorable discharge.” And: “If you’re interested in buying a Model S and X, now would be the time to order it.”

CNBC says he said Tesla is replacing the S and X production line in Fremont “with a 1 million unit per year line of Optimus,” and quotes: “Because it is a completely new supply chain, there’s really nothing from the existing supply chain that exists in Optimus.”

CNBC also says Tesla started selling the Model S in 2012 and the Model X three years later, and that on Tesla’s website at the time of the story the Model S started at about $95,000 and the Model X at around $100,000.

Label: CNBC’s account of the call. A transcript was not opened. The Q4 update, the document for that quarter, still prints Model S / Model X at 100,000 and status Production. The call sentences CNBC quotes and the capacity row were not averaged into one status. “About $95,000” and “around $100,000” are CNBC’s prices for the website that week. They are not prices on the pages fetched in October 2026. “Now would be the time to order it” is a sentence CNBC attributes to him on January 28. It is not a finding that orders were still open on a later date.

The Q1 letter says the lines will be replaced. The Q2 letter says they were decommissioned

The Q1 2026 update does not print a Model S or Model X row in the installed-capacity table this desk read. California Optimus is still a dash and status Construction. The robotics section says: “The first-generation line, designed for 1 million robots a year, will replace the Model S and Model X lines in Fremont.” It also says Gigafactory Texas is being prepared for a second-generation line “being designed for long-term annual production capacity of 10 million robots.”

Label: “Will replace” is future tense in the Q1 letter. One million and 10 million are design figures in that letter. They are not a count of robots built. The missing row is an absence. This page does not treat an omitted row as a delivery total of zero.

The Q2 2026 update says, in the highlights: “Construction at our Fremont Factory for Optimus began after we decommissioned the Model S & X lines, with anticipated production later this year.” The robotics section says: “We have decommissioned the manufacturing lines for Models S & X at our Fremont Factory and are installing the first-generation lines for Optimus, where we expect to start production soon.” The capacity table still lists California Optimus as Construction. It still does not list Model S or Model X.

Label: Two sentences in one letter. “Decommissioned” is past tense in both. “Anticipated production later this year” and “expect to start production soon” are not the same schedule phrase. This page does not collapse them into one Optimus start date. Construction, in the table, is not “Production.”

What the product pages said on October 21, 2026

tesla.com/models, fetched October 21, 2026, says: “Our limited-release Signature Edition honors their legacy—and made way for what’s next. Model S is no longer in production. Pre-owned non-Signature Edition inventory vehicles may still be available.”

tesla.com/modelx, fetched the same day, uses the same Signature Edition sentence and then: “Model X is no longer in production. Pre-owned non-Signature Edition inventory vehicles may still be available.”

Neither page prints a last-build date. Neither page says “stopped selling.” “May still be available” is the page’s own hedge about pre-owned, non-Signature inventory.

Label: Company product pages on the day fetched. “No longer in production” is not a statement that every used car is gone. The Signature Edition sentence does not give a count of those cars.

What was not retrieved

The queue’s note that Reuters, on October 15, 2026, reported Tesla had stopped selling the Model S and Model X was not matched to an article this desk opened. A January 29, 2026 Reuters story on capital spending returned 401 and is not quoted. No last-VIN date, and no final delivery count for these two models, was in the letters this desk read. “Other models” in the October 2, 2026 production release is not a Model S line. That table is on the Q3 preview.

Claims and open questions

“Honorable discharge” is CNBC’s quotation of the call. It is not a sentence in the Q4, Q1, or Q2 update this desk read.

One million robots a year is a design figure in the Q4 and Q1 letters. Ten million is a second design figure, for a Texas line, in the Q1 letter only. Neither is output.

Whether a new Model S or Model X can still be ordered, as distinct from pre-owned inventory, is not settled by the sentence “no longer in production.” The pages do not show an order button in the text that was read. A design-studio page was not treated as a current offer.

On the map

Optimus is the robot named in the letters. Tesla’s Q3 preview is the production table that still says “other models,” and the financial results are not out. The Cybertruck record, which is also not that “other models” line, is the Cybertruck page. The company is Tesla.

Sources

Checked October 21, 2026.