Tesla surprised Wall Street with about $1.5 billion in positive free cash flow in the third quarter, against FactSet consensus for an outflow of a little over $4 billion. Morningstar senior equity analyst Seth Goldstein breaks down the report: automotive revenue fell against a tough comparison, but Full Self-Driving reached more than 75% of new vehicle deliveries in North America and added over 250,000 subscriptions. He also explains how Cybercab fits into Tesla's robotaxi expansion, what the Optimus ramp means, how a merger with SpaceX could work after Elon Musk said both companies have formed special committees to study one, and when the new Roadster could arrive. Market Domination, Market Domination Overtime and Asking for a Trend are live weekdays 3-5pm ET with Yahoo Finance Host Josh Lipton. 00:00 Tesla's free cash flow surprise 00:42 Robotaxi miles and Optimus production 01:10 Why auto revenue fell 01:50 Full Self-Driving adoption 02:48 Robotaxis and Cybercab 04:03 Compute and the Optimus ramp 05:22 Musk on Tesla-SpaceX merger committees 06:14 What a merger could look like 08:20 The Roadster's timeline #Tesla #ElonMusk #Earnings == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571