Market Trends & Outlook - The industry anticipates a couple of rough quarters, preparing for potential challenges [1] - EV demand outlook in the US is uncertain, and EV sales in China are slowing down [1] - Tesla is expected to experience its first year-over-year decline in China [1] Expansion & Development - The company is focusing on expansion into other cities and in Austin, Texas [1] - Service area in Austin is expanding rapidly, but it's not yet available in two cities [2] - New versions of full self-driving software (version 14) are being rolled out in stages [2] Robo Taxis & Technology - The industry is looking for information on the speed of expansion and revenue outlook for robo taxis [3] - The industry is interested in when robo taxis will impact automotive gross margins [3] - Scale and cost are considered key factors for Tesla to dominate the robo taxi market [3]
Tesla Q3 earnings: “Prepare for rough quarters,” analyst says.