Tesla's New Lineup Image Drops Model S and X — The Flagships Are Officially Gone

Tesla has quietly published an updated image of the vehicles currently available for purchase — and the Model S and Model X are nowhere to be found. The visual, flagged on October 12 by @TeslaNewswire, shows a lineup consisting of the Model 3, Model Y, Cybertruck, and the newer high-volume products, with the automaker's flagship sedan and SUV conspicuously absent. For anyone still holding out hope that Tesla would quietly keep the S and X alive as low-volume halo cars, this is the clearest marketing signal yet that the chapter is closed.

What the New Image Shows

The updated lineup graphic depicts Tesla's current purchase menu without the two vehicles that defined the company's identity for over a decade. The Model S launched in 2012 as the car that proved electric vehicles could be desirable at the premium end of the market. The Model X followed in 2015 with its signature falcon-wing doors. Both are now excluded from Tesla's primary marketing visual — the kind of asset the company uses on configurator pages, press materials, and showroom displays.

Taken on its own, a single lineup image might look like a design choice. In context, it's the public confirmation of a decision Tesla has been executing on for most of 2026.

How We Got Here

According to statements from CEO Elon Musk during the Q4 2025 earnings call on January 28, 2026, Tesla formally announced that Model S and Model X production would wind down in the second quarter of 2026. The sequence that followed was methodical:

• Custom orders for both vehicles closed in April 2026, according to industry trackers including Teslarati and CarsDirect.
• Tesla removed Model S and Model X from its U.S. referral program on March 6, 2026, cutting the $1,000 referral discount and halving the loyalty discount for existing owners to $500.
• The final production units rolled off the Fremont line in late May 2026, with the official end-of-production date logged as June 30, 2026.
• A limited run of 100 "Signature Edition" Model X units was offered by invitation only to close out the model's run.

Since the June cutoff, the only Model S and Model X vehicles available for sale have been remaining new inventory units sitting on Tesla lots. The lineup image removal suggests that inventory has either been depleted or shrunk to the point where Tesla no longer wants to promote these cars to new shoppers.

Key Figures

Why Tesla Pulled the Plug

The business case is straightforward. According to Tesla's own 2025 delivery reporting, Model S and Model X combined accounted for roughly 3% of global deliveries — a sharp fall from the days when the S was Tesla's volume leader. At those unit economics, dedicating Fremont production capacity to the pair became harder to justify as demand concentrated around the Model Y and the Cybertruck ramped.

What replaces them is the more interesting part. Musk has publicly stated that the Fremont lines previously used for S and X are being converted to manufacture Optimus humanoid robots, with a stated long-term ambition of up to one million units annually. Whether that number is realistic is a separate conversation, but the direction is unambiguous: Tesla is reallocating premium-vehicle factory space to a product category it believes will dwarf automotive in the long run.

What This Means for Current Owners

For the roughly half-million Model S and Model X owners on the road today, the lineup change is a marketing event, not an operational one. Musk has publicly committed that Tesla will continue to provide parts, service, and software support indefinitely for existing cars. Software updates, including Full Self-Driving builds, are still being pushed to Model S and Model X vehicles as part of Tesla's regular OTA cadence.

Three practical implications worth noting:

• Residual values. Discontinued-but-supported vehicles can go either way on the used market. Low production volumes can prop up prices for well-kept examples, but the Plaid-era performance halo is now a closed set, which could compress depreciation curves on later cars.
• Service parts. Tesla has not published specific long-term parts commitments. Owners of higher-mileage S and X vehicles should expect parts availability to track the industry norm for discontinued models — generally fine for the first several years, variable thereafter.
• Accessory and upgrade ecosystem. Aftermarket support for the S and X will continue, but new product development across the industry will increasingly tilt toward the Model Y, Model 3, and Cybertruck as those platforms dominate the installed base.

What to Watch Next

The removal of S and X from the lineup image likely signals three things worth tracking in the coming months. First, how Tesla handles the configurator pages themselves — a full redirect to the Model 3/Y lineup would be the final step in formalizing the discontinuation. Second, whether any remaining new-inventory S and X units get aggressive discounts to clear lots before year-end. Third, how quickly Fremont's reclaimed floor space actually produces Optimus units at any meaningful rate — that's the thesis Tesla just traded two flagship nameplates to pursue.

The Model S and Model X spent fourteen and eleven years, respectively, as the top of Tesla's showroom. Their quiet removal from a single marketing image is the kind of understated goodbye that fits a company more focused on what it's building next than what it's leaving behind.

🤖 Tracking Tesla's humanoid robot? See every Optimus production milestone and appearance in our Tesla Optimus Tracker.

This report was curated by the BASENOR Editorial Desk from the sources listed above. Read our editorial standards or email editorial@basenor.com to report an error.