Tesla earnings Q1 2025: What we’re watching for

This can lead to the most hypoded Tesla earnings in recent memories. And not all for the right reason.

Tossala has taken Many hits This year’s CEO Elon Kasturi is more risky and supervised to right -wing politics DogPresident Trump has given the power to reduce the cost of the federal cost.

For Tesla, it means both its stock price and global sales to see plummets. And it is not even taking pressure from the competitors of China, Europe and North America.

Tesla Bull and Morgan Stanley Analyst Adam Jonas wrote in a note this morning that Tesla is facing the lowest margin expectations in 12 years. How Tesla’s stock performs will depend on the proficiency of the company to explain why his profit margin is “probably cash burn” in his autonomy plan, and causes the attention of disturbance away from the White House.

Analysts surveyed by Yahoo Finance are expecting to earn about $ 21.41 billion, which will be flat year after year and will be less than $ 25.7 billion in Q4 in 2024.

Tesler Q 1 2025 Earn Call is 2:30 pm / 5:30 pm ET. The public can hear the call by tuning Here, HereOr at x at. What we are listening is here.

Updated EV sales guidelines

Time Tesla’s last earning callThe agency says they are hoping that his vehicle business “will return to growth in 2025” Tesla Q1 for Tesla’s overwhelming distribution number and the demand for a weak customer powered by some parts of the musk politics will still be?

Tesla has been recorded 336,681 delivered In the first three months of the year, it is the worst quarterly performance for more than two years.

The auto manufacturer has some talewinds. Due to domestic sourcing and higher degrees vertical integration, it is in a better position than other OMS for Trump’s tariff storm weather. It was said that his popularity in China, probably in China, did not help Trump its popularity, not one of the largest markets in Tesla. That can be dynamic More customer drive In the open arm of the rival bid.

Any mentioned of the cheap EV

Tesla’s sources have informed us that the company has left everything but its plan Cheap EveThough others have just reported to the automaker The vehicle rolled out delayed By a few months. By the way, we will hear for updates there.

Robotuxi rollout

Kasturi said during Tesla’s full year’s 2024 earning call that the company would pay a payment Ride-hilling robotuxi service This is starting June. He said in the past that Tesla first Model Wi and Model 3 vehicles were not built without a steering wheel or pedal rather than the “obsolete” FSD.

As cantor research analysts said: “Tesla has not yet determined the commercialization of its robotuxi department, or published the initial route/zone.” So investors and analysts will be in search of more concrete in the Tesla Austin plan.

Automaker also says that there are plans to launch it in California this year, but these details contain mom.

Cybercab production

We are hoping to hear some updates TeslaThe Federal Rules do not currently allow autonomous vehicles to produce and deploy extensive vehicles without manufactured human control without operators’ discounts. The musk will probably bend this regulation to his will, as he does not want to do it, so when Tesla plans to start producing on those future -looking vehicles, we can get some insight.

Optimus update

Kasturi in Q4 said that he hoped to start Tesla Optimus uses humanoid robots Internally this year, especially for “boring” jobs. We are listening to a timeline for this, as well as Tesla when it says that it will start producing high volume of optimus and expects it to start the initial distribution.

Doso or cortex

From August 2024, Kasturi and Tesla have been silent in Dozo, it has expressed a surprise that how much they were about the super computer that would help the company achieve its full self-driving dreams. Then there is a cortex, which is being built to help solve the real-world AI in Tesla HQ, Austin, the other new giant AI training supercluster in Tesla. In Tesler Q4 Shareholder deckThe company has shared updates on the cortex, but nothing is the duo.

We saw the latest update came from a kind of computing cluster shown Tesla AI X account With words, “calm please. The machines are learning” “though it is not clear whether it is doso or cortex.

Elon’s reproduction

According to Jonas’ note, investors will “re -publish any signs of Tesla’s CEO by re -publish Tesla vs. politically -based efforts.”

One bedbush analyst and other Tesla Bull Dan Ives on Sunday said in a note on Sunday that Kasturi was facing a “code red situation”. He repeated his previous position that the musk himself needs to be removed from Dog so that the Tesla brand begins to be a political conversation.