Core Viewpoint - Tesla's upcoming earnings report is expected to provide insights into its financial performance amid challenges, including a backlash against CEO Elon Musk and delays in product launches [1][3]. Group 1: Financial Performance and Market Reactions - Tesla's first-quarter deliveries fell short of analyst expectations, and the company faces a growing boycott movement that has led to protests and vandalism, potentially impacting sales and revenue [4][5]. - Analysts are particularly interested in how the backlash against Musk's political involvement and the boycott movement are affecting Tesla's financials, especially regarding the sales of the Cybertruck [5][6]. Group 2: Product Roadmap and Launches - There is speculation about a delay in the production of a lower-cost Tesla vehicle, which was initially expected to begin in the first half of the year but is now pushed back to 2026 [10][13]. - The rollout of Tesla's robotaxi service in Austin is another key focus, with plans to expand to California and North America following initial testing [14][15]. - The production of Tesla's humanoid Optimus robots is also a point of interest, with Musk stating a goal of producing around 5,000 units this year [17][18]. Group 3: External Factors and Trade Implications - Tesla's CFO has indicated that Trump's tariffs will impact the company's profitability, despite efforts to localize the supply chain [20]. - The company has ceased shipping certain models to China due to tariffs, highlighting the potential risks from international trade policies [21][22].