Tesla profits Q1 2025: What we watch

This may be the most profitable profit in modern memory. Not all the right reasons.

I took Tesla Many visits This year, where its CEO Elon Musk tends to right -wing policy DodgeThe advisory body granted by President Trump the ability to reduce federal spending.

As for Tesla, this meant watching the price of its share and the decline in global sales. This does not take into account pressure from competitors in China, Europe and North America.

Adam Jonas, Tesla Paul and Morgan Stanley analyst in this morning, Tesla faces the least margin expectations in this quarter in 12 years. How Tesla depends on the company’s ability to explain the reason that its profitable margins are worse than Volkswagen, “a potential critical burning”, instilling confidence in self -government plans, and collecting musk away from the White House.

Analysts surveyed by Yahoo Finance expect revenues of about $ 21.41 billion, which will be fixed on an annual basis and a decrease of $ 25.7 billion in the fourth quarter of 2024.

Tesla Q1 2025 profit call is at 2:30 pm PT / 5:30 pm Each time. The public can listen to the call by setting hereand hereOr on x. Here is what we will listen to.

Upon EV sales update

during Tesla’s last profit callThe company said that it expects to “return to growth in 2025” is this still the case, given the impressive Tesla delivery numbers for 1 quarter and the weak demand for customers, partially driven by Musk?

Tesla recorded 336,681 delivery In the first three months of the year, the worst quarterly performance in more than two years.

The auto company has some rear winds. It is better placed than the other OEMS in the Trump tariff storm due to its local sources and a high degree of vertical integration. However, the proximity of musk from Trump may not help his popularity in China, one of the largest markets of Tesla. It can be dynamic Pay more customers In open weapons to compete byd.

Any mention of cheap EV

Sources in Tesla told us that the company had abandoned its plans Cheap EVAlthough others have been informed that the auto company only has It delayed the car’s operation Months. Either way, we will listen to the updates there.

Robotaxi

During the Tesla profit call for 2024, Musk said that the company will launch paid Robotaxi service to ride in Austin Starting from this June. In the past, he said that Tesla will first use Model Y and Model 3 compounds with “not subject to supervision”, instead of the Cybercab concept consisting of two seats built without a driving wheel or pedals.

Research analysts said in Cantor: “Tesla has not yet determined the marketing of the robotics sector, or the detection of roads/primary lands.” So investors and analysts will be looking for more concrete details of Austin’s plans in Tesla.

The auto company also said it is planning to launch it in California this year, but it was my mother on these details.

Cybercab production

We also hope to hear some updates Tesla’s Cybercab. Federal regulations currently do not allow operators of collective products and spread independent vehicles without compact human controls without exemption. Musk may bend this organization for its will, as it will not do so, so we may get some ideas later when Tesla plans to start production on these future compounds.

Optimus updates

In the fourth quarter, Musk said he expected Tesla to start Using Optimus Humanoid Robots Interior this year, especially for “boring” tasks. We will listen to a timetable for that, as well as Tesla says it will start a great production of Optimus, and when it is expected that the initial deliveries will start.

Dogo or dandruff

Musk and Tesla have been calm on Dojo since August 2024, a surprise, given how they were about the super computer that would help the company achieve its full self -driving dreams. Then there is Cortex, which is Tesla Giant Ai Training Supercluster that is built in Tesla HQ in Austin to help solve artificial intelligence in the real world. in The roof of the shareholders in Tesla Q4The company shared updates on the shell, but nothing on Dogo.

The last update we saw shows a kind of computing group came from Tesla AI X account With words, “Quiet, please. The machines are learning.” Although it is not clear whether it is Dojo or Cortex.

Reinforce Elon

In the Jonas Memorandum, investors will search for “any signs of the CEO of Tesla, which re -implement the efforts of Tesla in exchange for political direction.”

Dan Evz, Widbush and other Tesla, said on Sunday that Musk is facing the “red situation.” He repeated his previous position that Musk needs to move away from Doug until the Tesla brand stops to become a political point of discussion.