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A Tesla Model S car is displayed at a Tesla showroom on November 5, 2013 in Palo Alto, California. (Photo by Justin Sullivan/Getty Images)
Justin Sullivan | Getty Images

Some Tesla customers in Florida and California have experienced delivery delays of weeks or months, forcing them to rely on borrowed cars, costly rentals and ride-hailing apps while they weather the unexpected wait.

Tesla acknowledged Model S delays earlier this year, but the delivery issues extend to the Model Y, Tesla’s crossover SUV and most popular vehicle in North America, according to several customers who spoke to CNBC.

The continuing delays are a sign that Tesla is still struggling with the “delivery logistics hell” that Elon Musk referenced in 2018 as the company dramatically increases its vehicle production. The company delivered more than 201,250 vehicles in Q2, a company record and a 144% increase from the year-ago quarter. Supply chain shortages, which the company discussed on its last two earnings calls, may also be playing a part in the delays.

A Tesla sales employee in California told CNBC that sales and delivery staff are doing the best they can to answer questions from upset customers, but do not have enough information from higher-ups or the Tesla factory in Fremont, California, to answer them precisely. This person asked for anonymity because they were not authorized to speak to the press about company matters.

The employee said a colleague in another state resigned after managers threatened to fire him last quarter because he “broke the chain of command” by sending an e-mail to CEO Elon Musk and other managers in Fremont seeking information about the Model S delays.

After that, some sales staff felt hesitant to seek further details on behalf of customers, the sales employee said. CNBC reviewed internal correspondence corroborating the sales employee’s account of events.

Generally, sales and delivery workers are aware that Tesla has faced parts shortages and challenges implementing the use of new machinery at the Fremont plant, this person said. Those issues were discussed by executives on prior Tesla earnings calls.

The dates keep slipping

One bemused Tesla customer, Steve Salem, placed his order for a long-range all wheel drive Model Y with premium interior and silver metallic paint on May 31. He had test-driven the vehicle outside of New York City, and later ordered online, arranging to pick up the car in Los Angeles where he would soon be living.

According to records and correspondence he shared with CNBC, Tesla’s site initially said a Model Y should be available in an estimated 4 to 8 weeks, putting the late end of his estimated delivery window around the week of July 26.

After placing his order online, paying a $100 non-refundable fee to do so, the Tesla site showed Salem a new estimated delivery window with Aug. 10 as the latest possible delivery date. The dates continued to change in his Tesla account, and Salem says he did not receive apologies from sales staff or even email notifications with each change. The date range shifted all the way into October at one point, and then back to a date in late August. As of Monday this week, the estimated date was between Sept. 4 and Sept. 24.

Three other customers who are waiting for Model Y and Model S vehicles also told CNBC that they had to keep checking their accounts to detect changes to their estimated delivery dates.

While he hasn’t given up on his Tesla, Salem said he might have to eventually. “I’m fortunate that I’m not in desperate need for a vehicle. But I’d like to drive the car,” he said.

He arranged financing through a third-party lender, and doesn’t expect any trouble getting another loan approved. But delays could effect his loan rate, and he will also need to get a new insurance quote. “It’s a hassle,” he said. “At a certain point do you say the heck with this and try to get something else? It’s frustrating — not just the delays but the total lack of communication.”

Tesla cars are delivered to a showroom in Brooklyn, New York on April 25, 2019.
Spencer Platt | Getty Images

If Tesla cannot firm up a delivery date, Salem said he may order a Ford Mach-E or revert to a high-performance internal combustion engine vehicle. The Model Y was going to be his first battery electric.

Another would-be owner of a long-range, all-wheel-drive Model Y in Southern California ordered from the Tesla site and received a confirmation by e-mail on June 6. This customer, who asked to remain unnamed to avoid confrontations on social media, had roughly the same experience as Salem.

She shared records indicating that her original estimated window for delivery was between Aug. 4 and Aug. 24 in Burbank, California. The date slipped repeatedly, and she says the company never proactively reached out to her about the changes.

When she saw the dates changing in her Tesla account online, she texted a sales employee to ask whether the delivery dates would keep getting pushed further out. The employee failed to give specifics, but reassured her that staff would keep an eye out for a black Model Y that may become available sooner in the area.

In one text message to this sales employee, this customer asked if there were problems in manufacturing. The employee replied in early August that Tesla had manufacturing delays due to a chip shortage, and said many other car companies were dealing with the same thing.

As CNBC has previously reported, chip shortages have recently caused production and delivery delays of Ford’s Mustang Mach-E crossover and in July, caused Rivian to delay production and deliveries of its debut RIT electric pickup, and R1S SUV (but not its commercial delivery vans which it is making for Amazon).

This customer is now expecting to receive her Tesla some time between Sept. 8th and Sept. 28th. She told CNBC she has spent more on rentals and ride-sharing than she and her finacee planned to spend leasing and insuring their Model Y from Tesla.

She’s willing to wait for the Tesla, but wants an explanation from the company. And now, since she’s planning to be out of town for a few weeks, she is worried the company will make her wait months more if she can’t take delivery.

Finally, two customers who have been waiting for Tesla’s higher-end Model S luxury sedans told CNBC they have been waiting for months.

One engineer, who works in utility-scale renewables, ordered his Model S Plaid in January, and planned to take delivery at the Ft. Meyers, Florida, Tesla dealership. He asked to remain un-named citing privacy concerns, and said he is annoyed every time a YouTuber shows up in a video with a Model S Plaid. It made him wonder if the company is allowing people to cut the line if they have dedicated fan accounts on social media.

While he has already waited for months, he said he will never give up on getting his dream car from Tesla. He is drawn to the Model S Plaid’s design, performance and the appeal of a vehicle that will have new features added or old features refined via over the air software updates.

Barry Stuppler, founder of a rare coins and precious metals wholesale business, first ordered a Model S Plaid in January, as CNBC previously reported. On Aug. 10, he told CNBC, Tesla moved his delivery date to the very end of the third quarter — Sept. 21 through Sept. 30.

Last week, he went to a Mercedes dealer and configured and ordered an all-electric Mercedes 450 EQS, with no deposit required. The sales staff there said he would have a price quote and vehicle identification number by late September, and he could take delivery in November. He said if the Mercedes arrives before his Tesla, and isn’t more than the price he’s expecting, he’ll cancel the Model S Plaid order.

Even famous people aren’t immune. On Tuesday, rock musician David Crosby tweeted that a Tesla he ordered seven months ago has still not showed up, and alleged that Tesla had “lied to us 4 times about when we would get it.”

Crosby was not immediately available for comment.

Tesla and Troy Jones, the company’s Vice President of North American Sales, Service and Delivery, did not immediately respond to a request for further information.

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Meta updates safety features for teens. More than 600,000 accounts linked to predatory behavior

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Meta updates safety features for teens. More than 600,000 accounts linked to predatory behavior

Facebook and Instagram icons are seen displayed on an iPhone.

Jakub Porzycki | Nurphoto | Getty Images

Meta on Wednesday introduced new safety features for teen users, including enhanced direct messaging protections to prevent “exploitative content.”

Teens will now see more information about who they’re chatting with, like when the Instagram account was created and other safety tips, to spot potential scammers. Teens will also be able to block and report accounts in a single action.

“In June alone, they blocked accounts 1 million times and reported another 1 million after seeing a Safety Notice,” the company said in a release.

This policy is part of a broader push by Meta to protect teens and children on its platforms, following mounting scrutiny from policymakers who accused the company of failing to shield young users from sexual exploitation.

Meta said it removed nearly 135,000 Instagram accounts earlier this year that were sexualizing children on the platform. The removed accounts were found to be leaving sexualized comments or requesting sexual images from adult-managed accounts featuring children.

The takedown also included 500,000 Instagram and Facebook accounts that were linked to the original profiles.

Read more CNBC tech news

Meta is now automatically placing teen and child-representing accounts into the strictest message and comment settings, which filter out offensive messages and limit contact from unknown accounts.

Users have to be at least 13 to use Instagram, but adults can run accounts representing children who are younger as long as the account bio is clear that the adult manages the account.

The platform was recently accused by several state attorneys general of implementing addictive features across its family of apps that have detrimental effects on children’s mental health.

Meta announced last week it removed about 10 million profiles for impersonating large content producers through the first half of 2025 as part of an effort by the company to combat “spammy content.”

Congress has renewed efforts to regulate social media platforms to focus on child safety. The Kids Online Safety Act was reintroduced to Congress in May after stalling in 2024.

The measure would require social media platforms to have a “duty of care” to prevent their products from harming children.

Snapchat was sued by New Mexico in September, alleging the app was creating an environment where “predators can easily target children through sextortion schemes.”

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UK pushes Apple and Google for mobile changes to curb market power

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UK pushes Apple and Google for mobile changes to curb market power

A series of iPhone 16s on display inside the Apple store at Tun Razak Exchange in Kuala Lumpur, Malaysia, on Sept. 20, 2024.

Annice Lyn | Getty Images News | Getty Images

Britain’s competition regulators on Wednesday took aim at the mobile ecosystems of Apple and Google, pushing the two companies to make changes to areas like their app stores.

On Wednesday, the Competition and Markets Authority proposed designating the U.S. tech giants as having a “strategic market status” or SMS, after opening an investigation into the matter in January.

This designation is given to a large company that has “substantial and entrenched market power” and a “position of strategic significance” with respect to a digital activity in the U.K.

The CMA can force firms that are branded as having SMS to change or stop specific behaviors or practices in order to address competition concerns.

Apple and Google both took issue with the CMA’s proposals, effectively saying they would be bad for user security and consumers overall.

What has the CMA taken issue with?

Britain’s regulator focused on investigating Apple and Google’s mobile operating systems, app store and browser. One aspect of the investigation looked at whether there are barriers that may prevent other competitors from offering rival products and services on the U.S. tech giants’ mobile platforms.

Another part of the probe examined whether Apple and Google are using their position in operating systems, app distribution or browsers to favor its own apps and services.

And the final aspect of the investigation studied whether Apple and Google require developers to sign up to “unfair terms and conditions” in order to distribute their apps via the respective app stores.

The CMA on Wednesday said consumers and businesses have raised concerns about different issues across the two companies’ mobile ecosystems. But some of these include “inconsistent and unpredictable app review processes” and “inconsistent app store search rankings” that may favor the tech giants’ own apps.

The British regulator also took aim at the up to 30% commission charged by the firms on some in-app purchases and restrictions on developers telling customers about cheaper ways to pay or to subscribe outside of the app.

As part of Google and Apple’s review process to allow apps on to their app stores, developers raised concerns that the tech companies could have access to commercially sensitive data of their competitors, the CMA said.

Google’s Android operating system commands just over 61% market share in the U.K., while Apple’s iOS has just over a 38%, according to Kantar data. Google runs the Google Play store and Chrome browser, and Apple has its App Store and Safari browser.

What changes does the CMA want?

The CMA has laid out immediate changes that it wants to see, alongside some longer-term steps. The regulator said that it wants Apple to review apps for distribution in a “fair, objective and transparent manner.” This could include remedies such as Apple explaining delays or rejections and creating an avenue for businesses to raise concerns about the process.

Apple could also be made to publish a methodology for how it ranks apps in the App Store. The CMA has laid out similar remedies for Google.

The regulator is looking at how Apple and Google can make it easy for users to be steered by developers outside of an app to pay for services and products, thus avoiding their respective in-app purchase fee.

The CMA is also looking into ways to make it easier for users to transfer data between Apple’s iOS and Google’s Android to make switching easier.

For next year, the CMA said it is still looking at whether to require Apple to allow alternative app stores in iOS and the company’s iPad software. The regulator also said it is exploring whether to force Apple to allow users to download apps directly from a developer’s own website, a practice known as “sideloading.”

Apple and Google react

Apple said in a statement that the proposals from the U.K. “would undermine the privacy and security protections that our users have come to expect, hamper our ability to innovate, and force us to give away our technology for free to foreign competitors,”

“We will continue to engage with the regulator to make sure they fully understand these risks.”

Google’s Senior Director of Competition Oliver Bethell noted that both the Google Chrome browser and Android’s operating system are built on open-source code.

“These offerings enable great choice, security and innovation for users. That’s why today’s announcement is both disappointing and unwarranted,” Bethell said.

The Google executive highlighted ways in which Android has helped British developers and the economy.

“It is therefore crucial that any new regulation is evidence-based, proportionate and does not become a roadblock to growth in the U.K We remain committed to constructive engagement with the CMA for the duration of this process,” Bethell said.

U.S. tech giants face European scrutiny

Apple and Google’s regulatory problems on the continent of Europe continue to deepen.

In April, European Union regulators hit Apple with a 500 million euro ($587 million) fine for breaching the Digital Markets Act (DMA) — a landmark law aimed at tackling tech competition issues.

Apple has been forced to make a number of changes to the way it operates in the EU this year. These include allowing developers to tell their users about cheaper alternatives and bypass Apple’s in-app payment system.

However, some of the changes have yet to satisfy the EU regulators. Apple in June revealed a complex system of App Store fees in a bid to comply with the DMA and avoid the 500 million euro fine. Apple plans to appeal the fine.

Apple has long argued that forced regulator-led changes to its operations could lead to privacy and security issues for users and confusing business terms for developers

In March, Google parent Alphabet meanwhile was accused by the EU of failing to comply with the DMA. The European Commission, the EU’s executive arm, said Google is treating its own search services more favorably than those of rivals. The Commission added that Google’s app store is preventing developers from steering consumer to other channels for better offers.

The search giant is also looking to fight a 4.1 billion euro fine that has stemmed from an antitrust case dating back to 2018.

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Texas Instruments’ stock falls on weak forecast

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Texas Instruments' stock falls on weak forecast

The Texas Instruments headquarters in Dallas, Texas, on Jan. 21, 2024.

N. Johnson | Bloomberg | Getty Images

Texas Instruments reported second-quarter results on Tuesday that beat analysts’ expectations for revenue and earnings. But the stock fell in extended trading due to a third-quarter forecast that missed estimates.

Here’s how the chipmaker did versus LSEG consensus estimates:

  • Earnings per share: $1.41 vs. $1.35 expected
  • Revenue: $4.45 billion vs. $4.36 billion expected

Texas Instruments said it expects current-quarter earnings between $1.36 and $1.60 per share, while analysts were looking for $1.50 per share. The company forecast revenue of $4.45 billion to $4.8 billion, for a midpoint of $4.625 billion. Analysts were expecting revenue of $4.59 billion.

Revenue increased 16% in the second quarter from $3.82 billion in the same period a year earlier. Sales in the company’s analog chip business, its largest, rose 18% to $3.5 billion, surpassing the StreetAccount estimate of $3.39 billion for the segment.

Net income rose 15% to $1.3 billion, or $1.41 per share, from $1.13 billion, or $1.22 per share, a year ago.

Texas Instruments is a key supplier of legacy semiconductors for automotive and industrial uses.

As of Tuesday’s close, Texas Instruments shares were up 15% for the year on broader market optimism for chips. In June, the company said it would spend $60 billion to expand chipmaking factories in Texas and Utah, a move that was praised by the Trump administration in its push to bring more technology manufacturing to the U.S.

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