This can be the most advanced Tesla profits in recent memory. And not for all the right reasons.
Tesla has received many successes this year, as Managing Director Elon Musk is further leaning in the right policy and oversees Doge, the advisory body that President Trump has given power to reduce federal spending.
For Tesla, it meant to monitor both shares and world sales price. And this does not even take into account the pressure of competitors in China, Europe and North America.
As Tesla Bull and analyst Morgan Stanley Adam Jonas wrote in a note this morning, Tesla is facing the lowest marginal expectations this quarter in 12 years. The way in which Tesla’s stock is performed will depend on the company’s ability to explain why its profit margins are worse than in the midst of “possibly burning burns”, instill confidence in the autonomy plans and the attention of Musk away from the White House.
Analysts investigated by Yahoo Finance expect revenue of about $ 21.41 billion, which would be flat from an annual basis and below $ 25.7 billion a quarter of 2024.
Tesla Q1 2025 profits are at 2:30 pm PT / 5:30 pm Et. The public can hear the call together with tuning here; hereor in X. Here’s what we will hear.
Updated Sales Guidance EV
During the latest Tesla profit call, the company said it expects the vehicle of the vehicle “will return to growth in 2025.” Will this still happen, since the non -impressive Tesla delivery numbers for Q1 and the weak demand of customers that are partially driven by Musk policy?
Tesla recorded 336,681 deliveries during the first three months of the year, its worst quarterly performance in more than two years.
The automaker has some queues. It is better placed by other OEMs to collapse Trump’s duties due to domestic supply and high degree of vertical integration. Taking this, Musk’s proximity to Trump probably does not help his popularity in China, one of Tesla’s largest markets. This dynamic could lead more customers to the open arms of the opponent byd.
Any report of cheap EV
Sources in Tesla have told us that the company has abandoned all its plans for a cheap EV, although others have reported that the automotive industry has simply delayed car growth for months. Either way, we will hear about updates there.
Robot
During the full call of Tesla’s profits for 2024, Musk said the company would launch a remunerated Robotaxi service in Austin starting in June. He has said in the past that Tesla would first use Model Y and Model 3 “FSD” -free vehicles, instead of the concept of two -seat cybercab -noted cybercab.
As analysts in the Cantor survey said: “Tesla has not yet quantified the commercialization of its Robotaxi Department or revealed initial routes/territory.” Thus, investors and analysts will be cautious about more specific details of Tesla’s Austin designs.
The car industry also said it plans to start in California this year, but she has a mom in these details.
Production Cybercab
We also hope to hear some updates on Tesla’s Cybercab. Federal regulations do not currently allow operators to produce massively and develop autonomous vehicles without built -in human controls without exception. Musk will probably bend this arrangement with his will, as it is common to do, so we could get some ideas later when Tesla plans to start production in these futuristic vehicles.
Uptimus updates
In the third trimester, Musk said he expects Tesla starting to use Optimus Humanoid robots internally this year, especially for “boring” duties. We will hear about a timetable for this, as well as when Tesla says he will start the production of high volume Optimus and when he expects to start the original traditions.
Dojo or bark
Musk and Tesla have been quiet in Dojo since August 2024, a surprise, given how Gung Ho was for the supercomputer who would help the company achieve full dreams. Then there is the bark, which is the other new Tesla giant supercluster built on Tesla HQ in Austin to help solve the real AI. In The deck of Tesla’s Q4 shareholdersThe company shared cortex updates, but nothing in Dojo.
The last update we have seen shows some kind of computers clusters came from Account tesla ai x With the words, “quiet please, machinery learns”. Although it is not clear whether it is dojo or bark.
Elon’s repair
According to Jonas’s note, investors will be looking for “any signs of Tesla’s chief executive by mixing Tesla’s efforts against politically oriented efforts”.
Dan Ives, a Wedbush analyst and other Tesla bulls, said on a note on Sunday that Musk is facing a “red code”. He reiterated his previous attitude that Musk must be distanced from Doge, so that the Tesla brand would cease to be a political point of speech.
