I'd like to start first of all by by just what you think is going to happen with the European defense sector given everything that we've seen and given the fact that we might see a possible deescalation possible deescalation in the coming few weeks. Gradually, first of all, thank you for hosting us. I think gradually there is a common consensus and realization all across uh the European Union member states and the NATO member states that they need to modernize their defense capabilities.I think that's somet ...

One Stop Systems (OSS) Q2 2025 Earnings Call August 07, 2025 10:00 AM ET Speaker0Thank you, Aaron. Good morning, everyone and thank you for joining today's call. I'm pleased to report another quarter of progress highlighted by year over year growth in both revenue and gross margin for the second quarter. Most notably, we ended the quarter with one of the highest level bookings in our history. This strong start to 2025 underscores the solid foundation we have built as we capitalize on increasing demand from ...

The last "big swing" Tesla took was mass production of Model 3, and that brought a massive turning point to the world of transportation.Now Tesla is taking the next big swing with: Autonomy, Robotaxis, Optimus, AI, Semi...@larsmoravy https://t.co/fiJweHL5bv ...

🚨 Uber CEO Dara Khosrowshahi on Tesla Robotaxis:“It could be a competitor or a partner. In trillion-dollar markets, there’s no winner-take-all. Tesla’s careful approach is good for safety.Whether it’s Tesla, Waymo, or others, competition in autonomy will mean safer streets, and we’ll be a big part of it.” $TSLA ...

Financial Data and Key Metrics Changes - In Q2, the company produced 5,979 vehicles and delivered 10,661 vehicles, generating $927 million in automotive revenue [14] - Consolidated revenue for the quarter was $1.3 billion, with gross profit losses of $206 million, including $185 million in depreciation and $37 million in stock-based compensation [16] - Adjusted EBITDA losses for the quarter were $667 million, with an increase in overall operating expenses compared to Q1 due to ongoing investments in key technologies and sales infrastructure [16][18] Business Line Data and Key Metrics Changes - Automotive gross profit losses were $335 million, negatively impacted by lower production volumes and approximately $137 million of fixed costs included in cost of revenues [15] - The Software and Services segment reported $376 million in revenue and $129 million in gross profit, with significant contributions from a joint venture with Volkswagen Group [15] Market Data and Key Metrics Changes - The company expects total regulatory credit sales for 2025 to be approximately $160 million, down from a prior outlook of $300 million due to changes in regulatory credit programs [18] - Increased tariffs are expected to have a net impact of a couple thousand dollars per unit for the remainder of 2025 [18] Company Strategy and Development Direction - The company is focused on developing world-class technology and efficiently scaling manufacturing capacity in the U.S. in light of evolving policy changes [7] - R2 is a core focus, with the company aiming to deliver millions of vehicles per year, supported by a new 1.1 million square foot facility in Houma, Illinois [9][10] - The company is also investing heavily in its autonomy platform, believing that advanced levels of autonomy will be essential for future vehicle success [10][11] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the complex and rapidly evolving policy environment affecting the business, including changes to EV tax credits and tariffs [7] - Despite recent headwinds, management remains confident in achieving positive EBITDA by 2027, driven by R2 production and strong software and services performance [28][66] Other Important Information - The company received a $1 billion equity investment from Volkswagen Group at a 33% premium to the trading day volume weighted average stock price [16] - The company plans to shut down its normal facility for approximately three weeks starting in September to prepare for the planned launch of R2 in 2026 [17] Q&A Session Summary Question: Transition from R1 to R2 and cost reduction - Management confirmed that the bill of material cost for R2 is about half that of R1, supported by negotiated contracts with suppliers [24][27] Question: Path to EBITDA breakeven in 2027 - Management is working on cost efficiency initiatives and believes that R2's cost structure will support achieving positive EBITDA by 2027 despite recent headwinds [28][66] Question: Impact of Department of Energy loan - The company intends to draw on the $6.6 billion loan from the Department of Energy for the Georgia facility once construction begins [39] Question: COGS per vehicle increase - The increase in COGS per vehicle was primarily due to lower production volume and higher warranty costs, with expectations for improved cost structure with R2 [48][50] Question: ASP trends and pricing strategy - Management believes that R2 will maintain a healthy positive gross margin and is closely monitoring market conditions to adjust pricing strategies as needed [67]

Financial Data and Key Metrics Changes - In Q2 2025, the company produced 5,979 vehicles and delivered 10,661 vehicles, generating $927 million in automotive revenue [14] - Consolidated revenue for the quarter was $1.3 billion, with gross profit losses of $206 million, impacted by $185 million in depreciation and $37 million in stock-based compensation [16] - Adjusted EBITDA losses for the quarter were $667 million, with an increase in operating expenses due to ongoing investments in technology and sales infrastructure [16][19] Business Line Data and Key Metrics Changes - The Automotive segment faced a significant decrease in production volume compared to Q1, leading to automotive gross profit losses of $335 million due to fixed costs [15] - The Software and Services segment reported $376 million in revenue and $129 million in gross profit, with half of the revenue coming from a joint venture with Volkswagen Group [15] Market Data and Key Metrics Changes - The company anticipates total regulatory credit sales for 2025 to be approximately $160 million, down from a prior outlook of $300 million due to changes in regulatory credit programs [19] - The company expects the third quarter to be the peak delivery quarter of the year across both consumer and commercial vehicles [18] Company Strategy and Development Direction - The company is focused on developing the R2 vehicle and its autonomy platform, aiming to scale production and establish market leadership [5][6] - The company plans to shut down its normal facility for approximately three weeks in September to prepare for the R2 launch in 2026 [17] - The company is actively studying tariff mitigation strategies and believes that R2 and technology development will be transformative for growth and profitability [20] Management's Comments on Operating Environment and Future Outlook - Management acknowledged changes in the external operating environment, including complex policy changes affecting EV tax credits and tariffs, which are expected to impact results and cash flow [6][19] - Despite headwinds, management remains confident in achieving positive EBITDA by 2027, driven by R2 production and strong software and services performance [30][64] Other Important Information - The company received a $1 billion equity investment from Volkswagen Group at a 33% premium to the trading price [16] - The company refinanced its senior secured notes by issuing $1.25 billion of green secured notes at a 10% rate maturing in January 2031 [17] Q&A Session Summary Question: Transitioning from R1 to R2 and cost reduction - Management confirmed that the bill of material cost for R2 is about half that of R1, supported by negotiated contracts with suppliers [24][28] Question: Path to EBITDA breakeven in 2027 - Management emphasized that the R2 cost structure is designed to achieve positive gross margins, despite recent headwinds [66] Question: Impact of the Department of Energy loan - Management confirmed that the loan has not yet been drawn as construction has not started, but they intend to utilize it for expanding manufacturing in Georgia [39] Question: COGS per vehicle increase - The increase in COGS per vehicle was primarily due to lower production volumes and fixed cost absorption issues [48] Question: ASP trends and pricing strategy - Management indicated that Rivian remains a market share leader in its segments and expects strong ASPs despite potential headwinds from the loss of IRA credits [54][56]

🚨 Tesla just gave Elon Musk 96M restricted shares worth ~$29B about 1/3 of his 2018 CEO deal!@thejefflutz says it’s a smart move to lock in Elon for the next decade as Tesla ramps AI, autonomy, and its push to become the world’s biggest company 🔥 $TSLA https://t.co/KJBXSesXLp ...

Robotaxi & Ride-Hailing Analysis - Tesla is planning to launch Robotaxi in California [1] - The discussion includes ride-hailing analysis, pricing, and competition in the robotaxi market [1] - The analysis compares Tesla with its competitors in the autonomous vehicle space [1] Autonomy & Technology - The report highlights autonomy milestones achieved by Tesla [1] - Samsung and LG deals are mentioned, potentially related to battery or component supply [1] - xAI is discussed in relation to the shareholder meeting, possibly indicating collaboration or integration [1] Financial & Market Impact - The report analyzes the stock and market impact of Tesla's Robotaxi venture [1] - Elon Musk's compensation plan is discussed [1]

🚨 Wolfe Research: Tesla’s investment story is shifting toward AI and autonomy, even as near-term auto outlook remains mixed. $TSLA“This name trades more around the narrative than the numbers,” analysts wrote, adding: “Confidence in Tesla’s AI opportunities remains the most important driver of the stock.”Wolfe highlighted upcoming catalysts around FSD and robotaxis, including expansion into new markets, potential FSD approval in China and Europe, and hands-free functionality in parts of the U.S.The firm also ...

JULY 31, 2025 1QFY26 Investor Presentation Forward-looking statements This presentation and the accompanying oral remarks contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward- looking statements contained in Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than ...