Tesla Q2 2025 Update [pdf]

https://www.tesla.com/sites/default/files/downloads/TSLA-Q2-2025-Update.pdf

by bratao • 12 months ago

72 59 12 months ago

mixdup2• 12 months ago

The buried lede I hadn't seen in any headlines on the business news websites: 89% decrease in free cash flow. Ooof

TheAlchemist4• 12 months ago

And this is *before* the regulatory credits went away 3 weeks ago, and *before* 7500$ / car subsides go away end of September. In Q3 Tesla will start seriously bleeding money.

mgiannopoulos2• 12 months ago

Do you mean Q4? Q3 will probably have good numbers due to people rushing to take advantage of the EV credit.

e40• 12 months ago

Who would have thought that alienating yoyr target market could impact sales??

I hope the purchase of twitter and the subsequent leverage he has on politics and government is worth it. /s

darth_avocado• 12 months ago

You’re not supposed to bite the hand that feeds you? surprised pikachu face

DoesntMatter223• 12 months ago

Realistically the biggest thing that's impacting their ability to sell their cars is high interest rates.

The company still has 37 billion in cash on hand and has a great backlog of products.

neogodless• 12 months ago

https://www.automotivedive.com/news/gm-nissan-ford-tesla-bmw...

At least in the U.S., the big 3 (Toyota, GM, Ford) all showed Year-over-year growth of automotive sales in Q2.

https://www.coxautoinc.com/market-insights/q2-2025-ev-sales/

Pretty interesting chart to be seen here. Why are interest rates affecting Tesla more than any other OEM?

cyberge993• 12 months ago

He literally alienated BOTH American political constituencies.

GodelNumbering• 12 months ago

A lot of bad news

- Total revenue fell by 12% year-over-year (16% contraction in the core automotive segment)

- Operating margin fell to just 4.1% (was 6.3% a year ago)

- For a second straight quarter, production significantly outpaced deliveries. Global unsold inventories now at 24 days of supply (was 18 days a year ago)

- Free cash flow collapsed by nearly 89.1% to just $146 million

source: https://www.signalbloom.ai/news/TSLA/teslas-q2-revenue-drops... (disclaimer: I run this)

financetechbro2• 12 months ago

[flagged]

bryanlarsen2• 12 months ago

Despite all the bad news and missteps, Tesla is still profitable with tons of money in the bank. Lots of room to turn things around. The company is not going away any time soon.

That trillion dollar market cap, OTOH? That seems super vulnerable.

wredcoll• 12 months ago

How much profit is from carbon credits?

rtkwe6• 12 months ago

I'm surprised the product backlog is so thin and I'd love it if they had broken that out. Months back there were seemingly huge backlogs of Cybertrucks piling up all over the place for example and I wonder if they are still piling up.

toomuchtodo• 12 months ago

https://electrek.co/2025/07/02/tesla-confirms-cybertruck-sal...

Tesla has confirmed through its delivery report that Cybertruck sales have now dropped to ~5,000 units per quarter.
After planning for a production capacity of over 250,000 units per year, Tesla is currently selling the pickup truck at a rate of ~20,000 units annually.

SoftTalker4• 12 months ago

Because it’s a ridiculous looking vehicle and not really practical as a truck. On top of that all the Elon hate.

saaspirant• 12 months ago

No wonder they have opened a showroom in India

decimalenough2• 12 months ago

Teslas are stupidly unaffordable for the average Indian, especially with the 100% tariff currently in place for non-Indian car imports.

There has been talk for years of Tesla opening a local factory, but this remains just talk.

akmittal• 12 months ago

Tesla model Y starts at 70,000 USD in India. In india they wont sell well till India reduces import duty and they have price around 30-35K USD

TheAlchemist4• 12 months ago

The only reason the showroom in India was opened, is for Tesla influencers to pump it on Twitter.

financetechbro2• 12 months ago

@dang - why did my other comment asking about hallucinations get flagged? It was a genuine question

akmarinov2• 12 months ago

They have 5 models that they sell, but only 2 are available to order in Europe, lol

7e• 12 months ago

And 0 models are desired by European buyers.

cyberge993• 12 months ago

Did I miss the applied part of their primary goal “to procvide affordable vehicles”.

2OEH8eoCRo0• 12 months ago

When does pumping that stock up go from fiduciary duty to fraud? Musk is bad for the company yet Musk as CEO props up the meme stock. Is it fraud to keep on Musk then?

ceejayoz• 12 months ago

When does pumping that stock up go from fiduciary duty to fraud?

Musk has already been in hot water more than once for that in the past.

https://www.cnn.com/2024/12/13/business/elon-musk-sec-fine-d...

"In 2018 the SEC reached a settlement with Musk and Tesla after finding that Musk had deceived investors when he tweeted out that he had “funding secured” to take Tesla private. Under that settlement Tesla and Musk both paid fines of $20 million, and Musk agreed to have his tweets about material events at the company approved by others at Tesla. He also gave up the title of chairman of Tesla, although he retained the CEO title."

"In April 2022, Musk disclosed he had purchased 9% of the shares of Twitter ahead of his purchase of the entire company later that year. The SEC sent him a letter wanting to know why he had not disclosed those purchases within 10 days of crossing the 5% threshold of shares owned, as required by securities law."

Tesla Q2 2025 Update [pdf]

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