It could be the most publicized Tesla of Tesla in recent memory. And not for all the right reasons.
Tesla has taken many successes this year while her CEO Elon Musk looks further in right -wing policy and supervises Doge, the advisory body that President Trump has granted the power to reduce federal spending.
For Tesla, it meant to look at both its stock market course and its world sales fall. And that does not even take into account the pressure of competitors in China, Europe and North America.
Like Tesla Bull and Morgan Stanley analyst Adam Jonas wrote it in a note this morning, Tesla faces the lower expectations this quarter in 12 years. How Tesla’s actions depend on the company’s ability to explain why its beneficiary margins are worse than Volkswagen in the middle of the “probably in cash”, instill the confidence of its autonomy plans, and distance the attention of Musk from the White House.
Analysts interviewed by Yahoo Finance expect turnover of around $ 21.41 billion, which would be stable over a year and drops to $ 25.7 billion in the fourth quarter of 2024.
The Tesla T1 2025 winning call is 2:30 p.m. PT / 5.30 p.m. he. The public can listen to the call by connecting here, here or on X. Here is what we will listen to.
Updated EV sales advice
During the last call on Tesla’s results, the company said that it expects its vehicle activities “to return to growth in 2025”. Will this be the case, given Tesla’s inexpressive delivery numbers for the first quarter and the low request from customers pulled in part by Musk’s policy?
Tesla recorded 336,681 deliveries in the first three months of the year, its worst quarterly performance in more than two years.
The automaker has rear winds. It is better positioned than the other OEMs to resist Trump’s pricing storm because of its domestic supply and its high degree of vertical integration. That said, the proximity of Musk with Trump probably does not help its popularity in China, one of the biggest markets in Tesla. This dynamic could lead more customers in the open arms of the Rival byd.
Any mention of the EV cheap
Sources at Tesla told us that the company had practically abandoned its plans for a cheap electric vehicle, although others reported that the automaker had simply delayed the deployment of the car per month. Anyway, we will listen to updates.
Robotaxi deployment
During the call for the results of the year in 2024 from Tesla, Musk said that the company would launch a remunerated driving Robotaxi service in Austin from June. He declared in the past that Tesla would first use model Y and model 3 vehicles with “not supervised” FSD, rather than its two -seater cybercab concept which is built without steering wheel or pedals.
As Cantor’s research analysts said: “Tesla has not yet quantified the marketing of its Robotaxi segment, nor disclosed the routes / initial territories.” Investors and analysts will therefore be looking for more concrete details of Tesla Austin plans.
The automaker also said that he was planning to get into California this year, but was a mother on these details.
Cybercab production
We also hope to hear some updates on the Tesla cybercab. Federal regulations do not currently allow operators to produce in mass and deploy autonomous vehicles without integrated human controls without exemption. Musk will probably fold these regulations to his will, as he is used to doing, so we could obtain information later at the time when Tesla plans to start production on these futuristic vehicles.
Optimus updates
In the fourth quarter, Musk said he expected Tesla to start using Humanoid Optimus robots this year, especially for “boring” tasks. We will listen to a calendar for this, as well as when Tesla says that it starts a high volume production of Optimus, and when it expects to start the initial deliveries.
Dojo or Cortex
Musk and Tesla have been silent on Dojo since August 2024, a surprise given to what extent they were Gung Ho about the supercomputer who would help the company realize its autonomous dreams. Then there is Cortex, who is the new Giant IA training supercomputer under construction at Tesla headquarters in Austin to help resolve real world. In the shareholders’ play of the Tesla fourth quarter, the company shared updates on Cortex, but nothing on Dojo.
The last update we have seen came from the Tesla Ai X account shows a kind of computer cluster with the words “Quiet please.” Machines learn. ” Although it is not clear if it is Dojo or Cortex.
Elon’s re-priorization
According to Jonas’s note, investors will seek “all signs of the CEO of Tesla restarting Tesla’s efforts against politically oriented efforts”.
Dan Ives, a Wedbush analyst and other Tesla Bull, said in a note on Sunday that Musk was confronted with a “red situation of the code”. He reiterated his previous position according to which Musk needs to distant himself from Doge so that the Tesla brand ceases to be a subject of political discussion.
