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![SergeyCYW Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1343459213004173312.png) Sergey [@SergeyCYW](/creator/twitter/SergeyCYW) on x 6334 followers
Created: 2025-07-24 03:44:33 UTC

$TSLA Q2'25 Financial Results
↗️$22,496M rev (-11.8% YoY, -XXX% LQ) beat est by XXX%
↘️GM (17.2%, -XXX PPs YoY)🟡
↗️Adjusted EBITDA Margin (15.1%, +0.7 PPs YoY)
↘️Operating Margin (4.1%, -XXX PPs YoY)🟡
↘️FCF Margin (0.6%, -XXX PPs YoY)🟡
↘️Net Margin (5.2%, -XXX PPs YoY)🟡
➡️EPS $XXXX in line with est

Operating expenses
↗️S&M+G&A/Revenue XXX% (+1.1 PPs YoY)
↗️R&D/Revenue XXX% (+2.9 PPs YoY)

Dilution
↘️SBC/rev 3%, -XXX PPs QoQ
↘️Basic shares up XXX% YoY, -XXX PPs QoQ
↗️Diluted shares up XXX% YoY, +0.0 PPs QoQ

Pros
EBITDA margin rose YoY to 15.1%, showing op strength.
$XXXX EPS matched street, supported by cost mix shift.
Services revenue +17% YoY underlines growing fleet scale.
Energy gross profit hit record $846M, scaling cleanly.
Launched Robotaxi in Austin—a high-ROI AI play.
Cash balance steady at $36.8B, balance sheet resilient.

Cons
Revenue -XX% YoY reflects delivery + ASP pressure.
Free cash flow cratered to $146M, -XX% YoY.
Gross margin slipped to 17.2%, pricing drag persists.
Op margin down XXX bps, hit by R&D and tariffs.
Diluted share count rose XXX% YoY—minor dilution.
Inventory days climbed to 24—demand pacing concern.

![](https://pbs.twimg.com/media/Gwl-1e_a8AAY-_y.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948227779415392328/c:line.svg)

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[Post Link](https://x.com/SergeyCYW/status/1948227779415392328)