Dear Tesla Stock Fans, Mark Your Calendars for October 22

Core Insights - Tesla is set to report Q3 earnings on October 22, with expected revenue of $26.58 billion and adjusted earnings of $0.55 per share, compared to $25.18 billion and $0.72 per share in the same period last year [1] - While revenue is projected to increase, adjusted earnings are anticipated to decline by over 20% year-over-year due to rising competition, elevated interest rates, and sluggish consumer demand [2] - Tesla's earnings are forecast to decrease from $4.07 per share in 2022 to $1.71 per share in 2025, with free cash flow expected to drop from $7.57 billion to $4 billion [4] Revenue and Deliveries - Tesla delivered 497,099 vehicles in Q3, marking a 7% increase from the previous year, reversing two consecutive quarterly declines [6] - Despite the increase in deliveries, production has fallen compared to last year, leading analysts to project the first full-year revenue decline in the company's history for 2025 [6] Market Dynamics - The expiration of federal tax credits has raised questions about Tesla's ability to maintain momentum, especially with the $7,500 consumer incentive ending in September [5] - Competitors like General Motors and Ford are facing challenges, with GM taking a $1.6 billion charge on EV investments and Ford's CEO predicting a potential halving of demand for fully electric vehicles without tax credits [8]