Tesla(US:TSLA) 电动车公社·2025-05-29 15:54Core Viewpoint - The article discusses the challenges faced by Tesla and its CEO Elon Musk, highlighting the negative impact of Musk's political involvement and public controversies on Tesla's performance and stock price [3][11][25]. Financial Performance - Tesla's Q1 2024 financial report shows a significant decline in key metrics: total automotive revenues decreased by 20% year-over-year, automotive business revenue dropped by 20%, and net income attributable to common stockholders fell by 71% [9][10]. - The overall revenue for Q1 2024 was reported at $21.3 billion, with a gross profit of $3.7 billion, reflecting a 15% decrease year-over-year [9]. Market Position and Competition - Tesla is facing increasing competition from traditional automakers like Volkswagen and emerging Chinese brands, which are gaining market share in the electric vehicle sector [21][25]. - The article notes that Tesla's product lineup is becoming outdated, with the Cybertruck's global deliveries not meeting initial expectations, leading to concerns about its growth potential [26][29]. Investor Sentiment and Corporate Governance - Investor frustration has led to discussions within Tesla's board about potentially replacing Musk as CEO, with a focus on finding a leader who can prioritize profitability and shareholder interests [11][16]. - Musk's recent commitment to reduce his political engagements and focus more on Tesla has positively influenced the company's stock price, indicating that investor confidence is closely tied to his involvement [14][19]. Future Prospects - There are high expectations for a more affordable Tesla model, referred to as Model Q or Model 2, which is anticipated to broaden the customer base and drive growth. However, delays in its launch have raised concerns among investors [30][34]. - The article emphasizes the need for Tesla to innovate and introduce new products to maintain its competitive edge and satisfy investor demands [37][41].