5 biggest points to remember from the Tesla first quarter of winning

Tesla failed on Tuesday in her income from the first quarter, missing Wall Street estimates in the midst of a collapse of sales and imminent uncertainty in the automotive industry.

The giant EV used its Tuesday call to share the key updates that respond to certain concerns of investors who look into a particularly low quarter.

For example, Tesla CEO Elon Musk said that he would come back from his role with the Doge’s Office of the White House and answer the questions on the impact that the prices would have an impact on Tesla.

Musk has also unveiled new details on the long -awaited “more affordable” Tesla model, as well as new deadlines on the deployment of the company’s Robotaxi.

Here are the five biggest points to remember from Tesla’s call and how analysts take it:

1. Musk said he’s going to go back from Doge

Musk said on Tuesday that he planned to considerably reduce his involvement in the Doge of the White House to refocus on Tesla.

“As of next month, I will allocate a lot more of my time to Tesla,” he said, adding that “the main work of the government’s Ministry of Government is done”.

He said he would continue to spend a day or two per week in government matters, as long as President Donald Trump wants.

Musk did not directly explain how his involvement with DOGE may have damaged Tesla’s brand. The company’s financial director Vaibhav Taneja said that vandalism and anti-TESLA hostility “had an impact on certain markets”.

2. New details on the deployment of Robotaxi

Tesla should start her Robotaxi service long expected in Austin in June, starting with “perhaps 10 to 20 vehicles”, “ Said Musk.

“We want to make sure that we pay special attention,” said Musk, adding that operations “will improve quickly after that”.

Tesla has also confirmed on the call according to which the initial launch will include distant human operators who can intervene if a vehicle gets stuck or encounters a problem.

Musk said the goal was to bring the service to “many other cities in the United States by the end of this year”, predicting that “there will be millions of teslas that are fully autonomous in the second half of next year”.

In a excavation in Waymo, Musk said the Autonomous driving competitor The cars cost “Mo ‘money”, adding that he does not see competition for Tesla at present in this area.

3. A more affordable Tesla model

Investors have long been pressing Tesla for an affordable model, which he delayed. A more affordable car would mean a wider market of possible buyers.

“The plans of new vehicles, including more affordable models, remain on the right track for the start of production in the first half of 2025,” said the company. “Given the economic uncertainty resulting from the evolution of trade policy, more affordable options are still as critical.”

Lars Moravy, the vice-president of vehicle engineering, said during the call that he “does not make bad cars” and that the objective is to produce a vehicle that is not worse than the cars it previously published.

“The key is affordable,” said Moravy.

4. Tesla says he is more isolated from the prices

Musk said Tesla would be “the least affected automotive company” with regard to prices.

“Regarding the risk of the supply chain, something on which Tesla has been working for several years is to locate the supply chains,” said Musk. “The prices are always difficult for a company when the margins are still low, but we have supply chains located in America, Europe and China, which places us in a stronger position than any of our competitors.”

Musk also said that he does not support high prices and told Trump his point of view on prices.

“I am a defender of foreseeable tariff structures, and generally, I am a defender of pro-waste and lower prices,” said Musk.

Analysts monitor how prices affect car manufacturers and their suppliers. Yun Mei, EV analyst at the wealth manager, China Great Wall Securities, said suppliers have little price margin on Wednesday because the market is very competitive.

If the prices increase “too much, There is no room for Tesla or its suppliers to survive, “she said.

5. Tesla gets up in trading after hours

In discussions after opening hours, Tesla’s stock increased by more than 5%.

Craig Irwin, principal research analyst at Roth Capital Partners, told Business Insider before calling the profits that Tesla must underline her production on track for the affordable model and her robotaxis.

“The conversation there is what will drive the stock,” said Irwin.

Mei, the analyst of China Great Wall, said that the appeal had given him a “firm faith” in the resumption of sales of Tesla. But any other drop in sales, associated with prices, could make the margin of the “very ugly” company, she told Bloomberg TV.

In a Tuesday evening post, Cantor Fitzgerald analysts maintained their expectations that Tesla Stock’s total return could exceed 15% over the next year.

Analysts have also said that Tesla’s risks include the regulatory approval of its Robotaxi, a slowdown in EV demand and the abolition of the EV tax credit.