This could be the most publicized Tesla profits in recent memory. And not for all the right reasons.
Tesla has taken Many successes This year, while his CEO Elon Musk leans even more in right -wing politics and Supervisa DOGEThe advisory agency that President Trump has granted the power to reduce federal expenditure.
For Tesla, that has meant seeing the price of its shares and global sales. And that does not even take into account the pressure of competitors in China, Europe and North America.
As Tesla Bull analyst and Morgan Stanley Adam Jonas wrote in a note this morning, Tesla faces the lower margin expectations this quarter in 12 years. The way in which Tesla’s actions work will depend on the company’s ability to explain why their profit margins are worse than Volkswagen in the midst of “cash burns”, instill confidence in their autonomy plans and move the attention of Musk from the White House.
Analysts surveyed by Yahoo Finance expect revenues of around $ 21.41 billion, which would be flat year after year and less than $ 25.7 billion in the fourth quarter of 2024.
Tesla’s Q1 2025 gains call is at 2:30 pm PT / 5:30 pm et. The public can listen to the so -called tune in here, hereor in X. This is what we will be listening to.
Updated EV sales orientation
During Tesla’s last earnings callThe company said that its vehicle business “returns to growth in 2025”. Will that continue to be the case, given the unimpressive delivery numbers of Tesla for Q1 and weak demand for clients promoted in part by Musk’s policy?
Tesla recorded 336,681 deliveries In the first three months of the year, its worst quarterly performance in more than two years.
The car manufacturer has some tail winds. It is better positioned than others OEM to resist Trump’s tariff storm due to its domestic supply and a high degree of vertical integration. That said, Musk’s proximity with Trump probably does not help his popularity in China, one of Tesla’s largest markets. That dynamic could It conducts more customerS in the open arms of the rival byd.
Any mention of the cheap EV
Tesla’s sources have told us that the company has almost abandoned its plans for a Cheap evalthough others have reported that the car manufacturer simply has delayed the launch of the car For months. Anyway, we will listen to updates there.
Robotaxi deployment
During the profit call of 2024 throughout Tesla, Musk said the company would launch a paid payment Austin Transportation Robotaxi Service As of this June. He has said in the past that Tesla would first use Model and Model 3 vehicles with FSD “without supervision”, instead of its two -seater cyber concept that is built without a steering wheel or pedals.
As Cantor’s research analysts said: “Tesla has not yet quantified the commercialization of its Robotaxi segment or revealed initial routes/territory.” Therefore, investors and analysts will be attentive to the most concrete details of the Austin plans of Tesla.
The car manufacturer has also said that he plans to launch in California this year, but has been a mother in those details.
Cybercrack production
We also hope to hear some updates about Cybercab de Tesla. Currently, federal regulations do not allow operators to produce and display autonomous vehicles without incorporated human controls without exemption. It is likely that Musk doubles that regulation at his will, as he usually does, so we could obtain some ideas later when Tesla plans to start production in those futuristic -looking vehicles.
Optimus updates
In the fourth quarter, Musk said he hoped that Tesla began Using optimal humanoid robots Internally this year, particularly for “boring” tasks. We will be listening to a timeline for that, as well as when Tesla says that the production of high volume optimus will begin, and when he hopes to start the initial deliveries.
Dojo or cortex
Musk and Tesla have been silent in the Dojo since August 2024, a surprise given what they were about the supercomputer that would help the company achieve their complete dreams of autonomous driving. Then there is Cortex, which is the other new Tesla giant training supercluster that is being built in Tesla HQ in Austin to help solve the AI of the real world. In Shareholders of the fourth quarter of TeslaThe company shared updates on Cortex, but nothing in Dojo.
The last update we have seen wine from Tesla Ai X Account Show some type of computer cluster with the words, “quiet please. The machines are learning.” Although it is not clear if it is dojo or cortex.
Elon’s re-priorization
According to Jonas’ note, investors will seek “any sign of the Tesla CEO that prioritizes Tesla’s efforts against political orientation efforts.”
Dan Iives, Wedbush analyst and other Tesla, said in a note on Sunday that Musk faces a “red code situation.” He reiterated his previous position that Musk needs to distance him from Doge so that the Tesla brand ceases to be a point of political conversation.