Tesla Model 3 convertible. Would you drive this? https://t.co/P5hqfOfLno ...

RT TESPLUS (@tesplusofficial)Pop it, power it, love it! 🚗⚡️ Showcasing the sleek & smart frunk of the Tesla Model Y.#Tesla #teslamodel3 #teslamodely #teslamods https://t.co/vy4JMghwTf ...

Core Insights - Xiaomi is successfully entering the electric vehicle market with its YU7 SUV, which has garnered significant demand, leading the CEO to suggest consumers consider other brands for quicker delivery [1][4][6] Group 1: Product Launch and Market Position - The YU7 electric SUV was unveiled in June, following the success of the SU7, and has already received around 240,000 reservations within the first 18 hours of its launch [2][4] - The starting price for the YU7 is approximately $35,300, making it cheaper than Tesla's Model Y RWD, which starts at $36,700 [3] - The YU7 offers a driving range of about 519 miles, significantly surpassing the Model Y's range of 368 miles [3] Group 2: Competitive Landscape - The YU7's launch is expected to exert pressure on Tesla in the Chinese market, particularly affecting the sales of the Model 3 [4][7] - Tesla's deliveries in China fell by 11.7% year-over-year to 128,803 units in the second quarter, indicating potential struggles against rising competition [7][8] Group 3: Consumer Insights and Recommendations - Wait times for the YU7 are reported to be around 56 to 59 weeks, prompting the CEO to advise consumers about potential delays and suggest alternative vehicles for quicker acquisition [5][6] - The CEO's recommendation of competing brands, including Tesla's Model Y, highlights the current demand for Xiaomi's vehicles [6]

💪Sawyer Merritt (@SawyerMerritt):A Western Australia 2021 @Tesla Model 3 has clocked up a remarkable 410,000km (255,000 miles) using its original battery and motor.The Standard Plus EV has only seen about an 11% degradation in its 60 kWh LFP battery, with DC fast charging used 29% of the time. The owner saved https://t.co/GcoflNJjvR ...

Demand Surge - Tesla is experiencing a surge in orders, potentially driven by the upcoming expiration of the U S EV credit next month [1] - Delivery wait times for Model 3/Y are increasing [2] Pricing & Incentives - Lease prices for Model 3/Y are rising [2] - Tesla will likely reduce incentives in the U S as the end of the quarter approaches [2] Delivery Outlook - September is expected to be a challenging month for deliveries [2]

Summary of Key Points from the Conference Call Industry Overview - **Industry**: Electric Vehicle (EV) Market - **Geographies Covered**: North America, Europe, China Core Insights 1. **Global EV Sales Growth**: Global EV sales in June 2025 reached 1.26 million units, marking a 30% year-over-year increase, primarily driven by China (+43% y/y) and Europe (+23% y/y), while US sales remained flat [1][7] 2. **US EV Market Penetration**: US EV penetration in June 2025 was approximately 8.6%, a slight increase from 8.2% in June 2024 [4][8] 3. **China's Dominance**: China accounted for 60% of year-to-date battery electric vehicle (BEV) sales, continuing to outpace other markets [1][7] 4. **US Incentives**: As US EV incentives are set to expire in Q4 2025, clearer trends regarding the impact on the market are anticipated [1] Sales Performance by Region 1. **US BEV Sales**: - June 2025 sales were 110,423 units, up 1% from 109,789 units in June 2024 [4] - Tesla maintained a 51.7% market share in the US BEV market for June 2025, consistent with 51.4% in the previous year [7] 2. **Europe BEV Sales**: - Sales increased to 287,082 units in June 2025, up 23% year-over-year [14] - EV penetration in Europe reached approximately 23.1% [14] 3. **China BEV Sales**: - Sales surged to 722,887 units in June 2025, a 43% increase from the previous year [14] - EV penetration in China was approximately 28.5% [14] Key Players and Market Shares 1. **Top Global BEV OEMs**: - BYD: 215,641 units sold (17% market share) - Tesla: 189,392 units sold (15% market share) - Geely: 92,335 units sold (7% market share) [21][23] 2. **Sales Performance of Major OEMs**: - GM's global BEV sales grew 72% year-over-year to 79,610 units [19] - Ford's sales of the Mustang Mach-E were 4,161 units, with a 50% increase in E-Transit sales [7] Battery Deployment Insights 1. **Total MWh Deployed**: Total battery capacity deployed in June 2025 was 79,532 MWh, up 26% year-over-year [14] 2. **Top Cell Suppliers**: The top five cell suppliers deployed a combined 62,462 MWh in June 2025, compared to 49,929 MWh in the previous year [14] Additional Observations 1. **Market Trends**: The US market is expected to face challenges as incentives expire, potentially impacting sales growth [1] 2. **Emerging Models**: The Tesla Model Y was the top-selling BEV model globally in June 2025, with 133,629 units sold [30] 3. **Chemistry Breakdown**: In June 2025, NMC batteries accounted for 44% of deployments, while LFP made up 46% [14] This summary encapsulates the key points from the conference call, highlighting the current state and trends within the EV market across different regions and major players.

Core Viewpoint - The company faces near-term challenges but has significant upside potential, making it a high-risk, high-reward investment opportunity [1] Group 1: Tesla's Business Dynamics - Tesla's valuation is heavily influenced by its robotaxi and unsupervised full self-driving (FSD) offerings, which are expected to contribute more value than its electric vehicle (EV) business alone [2] - The electric vehicle segment is critical, but the majority of Tesla's value is derived from its technology and future services rather than just car sales [3] Group 2: Sales Performance - Tesla's EV deliveries have declined by 13% year over year for the last two quarters, attributed to high interest rates and the removal of federal EV tax credits [6] - Despite a decline in overall sales, the Model 3 saw a 38% increase in sales year-to-date in the first half, while U.S. sales excluding the Model Y were up 14.1% year-to-date [4][5] - The decline in Model Y sales is primarily due to increased competition from price-competitive EV SUVs and a pause in sales as refreshed models were introduced [5] Group 3: Future Outlook - The company anticipates a challenging period ahead, with Musk indicating that Tesla could experience "a few rough quarters" due to market conditions and regulatory hurdles [9][10] - A more optimistic scenario includes potential sales growth driven by the approval of unsupervised FSD in certain areas and the rollout of the Cybercab robotaxi product, expected to begin production in 2026 [12][15][16] - The long-term potential from robotaxis and FSD services positions Tesla as an attractive investment for risk-tolerant investors, despite current pressures on operating profit margins [10][15]

Safety Engineering - Tesla vehicles are engineered to be the safest on the road [1] - Tesla Glass can withstand 4x the weight of the vehicle [1] Real-World Incident - A Tesla Model 3 owner survived a massive tree falling on his car without injuries and plans to buy another Tesla [1] Company Claim - Tesla claims to make the safest vehicles in the world [1]

Core Concept - Tesla has launched its first diner Supercharger station in Los Angeles, combining dining with electric vehicle charging in a retro-futuristic design inspired by the Cybertruck [1][2]. Group 1: Diner Features - The diner is a two-story restaurant with a steel exterior, featuring 80 charging stalls and two 66-foot megascreens displaying various films and Tesla videos [1]. - It operates 24/7, offering classic American comfort food such as burgers, grilled cheese sandwiches, and milkshakes to both electric vehicle owners and the general public [2]. Group 2: Customer Experience - Early patrons have praised the diner for its unique design, describing it as having a vintage yet futuristic vibe [2][3]. - The opening attracted significant attention, with long lines forming to order food shortly after the launch [3]. Group 3: Future Plans - CEO Elon Musk indicated that if the diner concept proves successful, Tesla may consider opening similar diner Supercharger stations in other major cities [3].

Summary of Tesla Inc Earnings Call Company Overview - **Company**: Tesla Inc - **Industry**: Automotive, specifically Electric Vehicles (EVs) - **Market Cap**: $1,170,279 million as of July 23, 2025 - **Stock Rating**: Overweight - **Price Target**: $410.00 Key Financial Highlights - **2Q Results**: Slight beat with Free Cash Flow (FCF) near break-even [1][2] - **Deliveries**: FY25 deliveries forecast lowered to 1.53 million, down 14.2% year-over-year [8] - **Revenue**: FY25 revenue forecast largely unchanged at $63.4 billion [8] - **Auto Gross Margin**: FY25 Auto Gross Margin (ex-ZEV credits) increased to 13.4% [8] - **Operating Margin**: FY25 GAAP Operating Margin decreased to 2.9% [8] - **EPS**: FY25 Non-GAAP diluted EPS decreased to $1.37 from $1.58 previously [8] - **Free Cash Flow**: FY25 forecasted at ~$1 billion, up from a previous burn of ~$250 million [8] Core Insights and Concerns - **Outlook Transparency**: Tesla's outlook lacks specific targets on revenues or margins, raising concerns about future performance [6] - **Robotaxi Progress**: Limited information on the current fleet size or performance, despite ambitious expansion targets [6] - **Optimus Production**: Production ramp for Optimus pushed slightly, with a target of 1 million units annually within 5 years [6] - **Market Headwinds**: Elon Musk indicated that the next few quarters may be 'rough' due to demand changes and regulatory environment [6] - **Consensus Direction**: Likely modestly lower, especially for FY26, with updated FY25 EPS 14% lower than prior forecasts [6] Changes to Estimates - **Deliveries**: FY26 deliveries forecast lowered to 1.85 million from 1.89 million [8] - **Revenue Adjustments**: FY26 revenues slightly lower due to lower deliveries [8] - **Operating Expenses**: Increased R&D and SG&A expenses impacting margins [8] - **Free Cash Flow**: FY26 forecast lowered to $2.4 billion from $5.3 billion [8] Valuation and Price Target Methodology - **Price Target Components**: - Core Tesla Auto business valued at $76/share - Network Services at $159/share - Tesla Mobility at $90/share - Energy at $68/share - Third-party supplier at $17/share [19][24] Investment Thesis - **Growth Potential**: Tesla's capabilities in physical AI, robotics, and energy storage present significant growth opportunities beyond traditional EV business [12][13] - **Market Position**: Tesla is well-positioned in data, robotics, and manufacturing, with a strong competitive edge [12][13] - **Risk Factors**: Potential risks include competition from traditional OEMs and execution risks related to factory ramps and market recognition of service opportunities [36] Additional Insights - **Analyst Sentiment**: The consensus rating distribution shows 44% Overweight, 37% Equal-weight, and 19% Underweight [27] - **Long-term Projections**: Forecasts suggest Tesla could sell 4.6 million units by 2030 with a 25% revenue CAGR [26] This summary encapsulates the key points from Tesla Inc's earnings call, highlighting financial performance, strategic insights, and market outlook.