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![GrishinRobotics Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::594718367.png) Grishin Robotics [@GrishinRobotics](/creator/twitter/GrishinRobotics) on x 5953 followers
Created: 2025-07-24 08:26:23 UTC

Tesla posted Q2 results that reflect the transition headwinds it warned about. Revenue fell XX% to $22.5B, while EPS came in at $0.40, missing Street estimates. Automotive gross margin held up at ~15% even as regulatory credit sales plunged XX% and deliveries declined 13.5%. Elon Musk cautioned that U.S. EV subsidy cuts could mean "a few rough quarters" before self‑driving software and robotaxi revenues kick in late next year. On the bright side, initial builds of its promised affordable Model Y are underway, setting the stage for its next growth phase.
Good breakdown here:

![](https://pbs.twimg.com/media/Gwm_WINWsAA2B0m.jpg)

XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948298702860230957/c:line.svg)

**Related Topics**
[elon musk](/topic/elon-musk)
[regulatory](/topic/regulatory)
[automotive](/topic/automotive)
[eps](/topic/eps)
[$225b](/topic/$225b)
[robotics](/topic/robotics)
[tesla](/topic/tesla)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)

[Post Link](https://x.com/GrishinRobotics/status/1948298702860230957)

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GrishinRobotics Avatar Grishin Robotics @GrishinRobotics on x 5953 followers Created: 2025-07-24 08:26:23 UTC

Tesla posted Q2 results that reflect the transition headwinds it warned about. Revenue fell XX% to $22.5B, while EPS came in at $0.40, missing Street estimates. Automotive gross margin held up at ~15% even as regulatory credit sales plunged XX% and deliveries declined 13.5%. Elon Musk cautioned that U.S. EV subsidy cuts could mean "a few rough quarters" before self‑driving software and robotaxi revenues kick in late next year. On the bright side, initial builds of its promised affordable Model Y are underway, setting the stage for its next growth phase. Good breakdown here:

XX engagements

Engagements Line Chart

Related Topics elon musk regulatory automotive eps $225b robotics tesla stocks consumer cyclical

Post Link

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