Tesla delivered 486,532 vehicles globally in the third quarter, down 2% from a year earlier but above analysts' average estimate of 456,896, according to Visible Alpha data. The result was supported by a recovery in Europe, where European Union registrations rose by about two-thirds through August and the Model Y became France's best-selling vehicle of any type. Exports from Tesla's Shanghai factory nearly doubled in July and August, helping offset weaker demand in the United States and China, including the impact of lost U.S. tax incentives and tougher competition in China. Finance chief Vaibhav Taneja said in July that Tesla had exited the second quarter with its largest order backlog since 2023. Third-quarter production totaled 464,391 vehicles, below the 486,761 estimate. Analysts expect the gradual rollout of Full Self-Driving software in Europe, now approved in eight countries, to provide further support. Investors are increasingly focused on Tesla's artificial-intelligence, self-driving, robotaxi, humanoid-robot and energy businesses. Its robotaxi service operates without a safety supervisor inside vehicles in Texas and Florida, and Tesla added its purpose-built Cybercab to the Austin service last month.