Tesla’s (NASDAQ:TSLA) earnings name comes on the heels of the corporate’s Q2 2025 replace letterwhich was launched after the closing bell on July 23, 2025.
Tesla’s Q1 2025 Outcomes:
Complete Revenues: $22.5 billion
Complete automotive revenues: $16.7 billion
Complete GAAP gross margin: 17.2%
Gross Revenue: $3.88 billion
EPS Non-Gaap: $ 0.40 for share
The next are dwell updates from Tesla’s Q2 2025 earnings name. I shall be updating this text in actual time, so please maintain refreshing the web page to view the most recent updates on this story.
16:22 CT – Good day to everybody, and welcome to a different Tesla earnings name dwell weblog. Tesla had a fairly large quarter, and whereas the corporate’s car deliveries are nonetheless down year-over-year, the Robotaxi pilot has been launched in Austin.
Now to see if this earnings name begins on time. Apparently sufficient, the EV maker has not posted a hyperlink to its Q2 2025 earnings name livestream on its official @Tesla X account but.
16:26 CT – The earnings name’s livestream on YouTube, nonetheless, is up:
16:28 CT – I ponder which Elon we are going to get on at this time’s earnings name? Can be get tremendous locked-in Elon, severe Elon, or lighthearted Elon? Whichever Elon we get, TSLA inventory will most likely present some response in after-hours buying and selling.
16:30 CT – Travis Axelrod of Tesla’s Investor Relations group opens the decision. He states that Tesla CEO Elon Musk and different executives are current. And, right here’s Elon’s opening remarks.
16:33 CT – Elon opens with the launch of Tesla’s Robotaxi service in Austin, which has gotten “larger and longer” over the previous few weeks. He said that the service space for Robotaxi companies in Austin will get even larger and longer quickly. He mentions the Robotaxi service’s growth to the Bay Space, Arizona, and Florida within the coming months.
“I believe we’ll have Robotaxi in half the inhabitants of the US by the tip of the yr?” Musk mentioned, highlighting that that is topic to regulatory approval. He added that Tesla is increasing its Robotaxi service cautiously.
16:35 CT – Elon famous that the Mannequin Y grew to become the best-selling automobile in a number of international locations in n Türkiye, Netherlands, Switzerland and Austria in June. This was regardless of the Mannequin Y promoting in these international locations with out its killer function–FSD. Regardless of the regulatory challenges, Elon famous that Tesla will get these approvals, and he’s hoping that some areas in Europe ought to expertise FSD within the coming months. “It truly is the one greatest demand driver,” Musk mentioned.
16:37 CT – Elon additionally talked about the launch of the Tesla Diner. “This can be a very particular diner,” Musk mentioned, stating that the power is a “shining beacon of hope.” He joked that it’s uncommon {that a} diner makes the information, however the newly launched restaurant is sort of one thing.
Alternatively, Elon famous that Tesla is making vital enhancements to its FSD software program, and that the corporate may most likely 10X the parameter rely from what customers are at present experiencing.
16:43 CT – The CEO additionally highlghted the expansion of Tesla Power, which he famous was a “actually massive deal.” As for Optimus, Musk said that the humanoid robotic is in its present second era. Its third era shall be “beautiful,” the CEO famous.
“Tesla is by far one of the best on the earth in real-world AI,” Musk mentioned. He threw some shade at Waymo as effectively, stating that whereas Google is sweet at AI, the tech big just isn’t pretty much as good in real-world AI functions. All these years producing and designing automobiles matter.
“Tesla has the best intelligence density in AI up to now,” Musk mentioned. “Intelligence density shall be a really massive deal sooner or later.”
16:46 CT – Musk said that Tesla will most likely see prototypes of Optimus Model 3 this yr, and scale manufacturing subsequent yr. Tesla shall be ramping these initiatives as quick as attainable, contemplating the corporate’s aspirations to provide thousands and thousands of Optimus robots per yr. Musk believes {that a} price of 1 million Optimus robots per yr is possible inside 5 years.
“We’re not at all times on time, however we get it accomplished,” Musk mentioned, referencing the corporate’s tendency to make the inconceivable really feel late. He additionally reiterated the concept Tesla may be the omst invaluable firm on the earth if it executes very effectively.
16:50 CT – Tesla CFO Vaibhav Taneja talked about the corporate’s milestone of delivering a automobile autonomously to a buyer for the primary time in Q2. He additionally talked about the results of the Trump administration’s regulatory adjustments for electrical automobiles.
He talked about that Tesla is seeing extra take a look at drives, and the corporate did begin the manufacturing of extra reasonably priced automobiles within the first half of the yr, with quantity manufacturing deliberate for the second half of the yr.
