关注 「电动车公社」 1月29日 ，特斯拉发布全年财报。2025年特斯拉全球销量 163.63万辆， 同比下降9%。 2025年GAAP营业利润为44亿美元， 2025年GAAP净利润为38亿 美元，营收首次下滑。 | ($ in millions, except percentages and per share data) | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | Q4-2025 | YOY | | --- | --- | --- | --- | --- | --- | --- | | Total automotive revenues | 19,798 | 13,967 | 16,661 | 21,205 | 17,693 | -11% | | Energy generation and storage revenue | 3,061 | 2,730 | 2,789 | 3,415 | 3,837 | 25% | | Services and other revenue | 2,848 | 2,638 | 3,046 | 3,475 | 3,371 | 18% ...

Core Insights - Tesla is discontinuing the Model S and X vehicles, with production set to end in the next quarter, as CEO Elon Musk shifts focus towards manufacturing humanoid Optimus robots [1] - The decision comes amid a decline in sales and deliveries, with Tesla's total revenue decreasing by 3% year-over-year from $25.7 billion to $24.9 billion [1] - Automotive revenues specifically fell by 11% year-over-year, dropping from $19.8 billion to $17.7 billion [1] Production and Delivery Metrics - Production of Model S and X vehicles decreased by 48% year-over-year [1] - Deliveries of these models fell by 51% year-over-year [1] External Factors Impacting Performance - The decline in sales was exacerbated by the termination of $7,500 EV tax credits last fall [1] - Elon Musk's political views and his fluctuating relationship with President Donald Trump may have also influenced consumer sentiment [1]

I had been waiting for Tesla, Inc.’s ( TSLA ) earnings for the last few weeks, and I hoped to hear any new information about the Starlink ( STRLK ) IPO. Instead, CEO Elon Musk didI write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and well-reasoned pe ...

"Can other people, please, for the love of God, in the name of all that is holy, can others please build this stuff?" Elon Musk made the plea in the final moments of Tesla's earnings call on Wednesday, sounding a bit fired up.Musk had just finished giving a blunt warning to American companies: build more battery-making infrastructure in the US or risk falling behind. The Tesla CEO argued that too many companies are underestimating their exposure to geopolitical risks posed by fragile supply chains, partic ...

Let's bring in Steve Wesley. He's the founder of Wesley Group, former Tesla board member. Uh Steve, always good to have you.Just give me your thoughts about the X and the S and saying goodbye to them and the ramp up in, you know, what Musk says will be at what some point a million robots a year coming off the uh the lines. >> Look, it's a tough quarter for Tesla. First year of declining revenues down 3%. Second year of declining auto sales down 9%.Profit down 46%. I mean, the one thing that's increasing her ...

Welcome to Market Catalyst. I'm Julie Hyman and we are 30 minutes into US trading day. So, let's get to the three market catalyst we're watching this hour.First up, full earnings coverage on Meta and Microsoft as the tech giants spend big on AI. And speaking of spending, we're going to break down Tesla's results and where the company is looking to unleash $20 billion in capex. Plus, President Trump lashes out at the Fed after keeping rates on pause.We'll have more on the decision, the future of rates, and b ...

Tesla, Inc. ( TSLA ) is up around 3% in pre-market trading on Thursday after the company reported Q4 '25 results that came in above consensus. The story here wasn’t the numbers, nor was itI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve ...

Tesla (NASDAQ: TSLA) successfully steered past Wall Street's conservative estimates in its fiscal Q4 — delivering adjusted earnings of 50 cents a share against a forecasted 45 cents per share. ...

Writing about Tesla, Inc. ( TSLA ) is always a funny experience. In a company with such polarized opinions, taking a moderate tone is definitely a good way to receive criticism from both bulls and bears.I'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfo ...

Writing about Tesla, Inc. ( TSLA ) is always a funny experience. In a company with such polarized opinions, taking a moderate tone is definitely a good way to receive criticism from both bulls and bears.I'm a full-time analyst and portfolio manager of a technology fund with 5 years of experience. I graduated in Mechanical Engineering from the Federal University of Rio de Janeiro (Brazil) and École Centrale de Lyon (France). I'm currently licensed by the Brazilian Securities Commission (CVM) as both a portfo ...