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Vol888 @Vol8882 on x 13.8K followers
Created: 2025-07-23 20:28:50 UTC
$TSLA Q2 2025 Earnings Highlights: 🔹 Total Revenue: $22.50B (Est. $22.28B) 🔹 Adj. EPS: $XXXX (Est. $0.40) 🔹 Total Production: 410,244, flat YoY 🔹 Megapack Deployed: First deliveries from Shanghai
Outlook: ⚪ Volume growth outlook impacted by global tariffs, policy changes, and macro uncertainty ⚪ Tesla expects to fund roadmap and expansion while maintaining a strong balance sheet ⚪ AI, software, and fleet monetization expected to drive future profits beyond hardware margins ⚪ Affordable EV model on track for 1H25; Cybercab Robotaxi targets 2026 volume launch with “unboxed” manufacturing
CEO Commentary: ⚪ "Q2 2025 marks a pivotal point, Tesla is transitioning from EV leader to AI and robotics leader" ⚪ "Launched first Robotaxi service in Austin, including autonomous delivery of Model Y" ⚪ "FSD (Supervised) continues to advance with planned launches in Europe and China pending approvals" ⚪ "Energy storage deployments hit a 12th consecutive record on TTM basis" ⚪ "Despite macro headwinds, we remain focused on scaling autonomy, energy, and robotics"
XXXXX engagements
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