Profit from Tesla Q1 2025: What are we watching for

This may be the most inflated revenue from Tesla in recent memory. And not for all the right reasons.

Tesla has taken many hits This year as Executive Director Elon Musk is bent further in right policy and leads InterferenceThe consultation body that President Trump has given the power to reduce federal costs.

For Tesla, this meant observing both the price of the shares and the global sales. And this does not even take into account the pressure from competitors in China, Europe and North America.

Like Tesla Bull and Morgan Stanley, analyst Adam Jonas wrote in a note this morning, Tesla faces the most margin expectations in 12 years. How Tesla’s shares are presented will rely on the company’s ability to explain why its profit margins are worse than Volkswagen’s “probably burning money”, suggesting confidence in his plans for autonomy and Musk’s attention from the White House.

Analysts researched by Yahoo Finance are expecting revenue of about $ 21.41 billion that would be equal to the year and decrease from $ 25.7 billion through the Q4 2024.

Tesla’s Q1 2025 profit call is at 14:30 PT / 5:30 pm Et. The public can listen with the call by setting up here., hereOr at X. Here’s what we will listen to.

Updated EV Sales Guidelines

During Tesla’s last profitThe company said it expects its business to “return to growth in 2025” Is this still the case, given the impressive Tesla delivery numbers for Q1 and the poor customer demand, partly from Musk’s policy?

Tesla recorded 336 681 deliveries During the first three months of the year, his oldest quarterly performance for more than two years.

The car manufacturer has some queues. It is better positioned by other OEM manufacturers of Trump’s tariff storm due to its home supply and the high degree of vertical integration. This said that Musk’s proximity to Trump probably did not help his popularity in China, one of the biggest markets on Tesla. This dynamic could have Drive more customers In the open arms of rival Baid.

Any mention of cheap EV

Tesla sources have told us that the company has abandoned its plans for a Cheap eVAlthough others report a car manufacturer just delay the unfolding of the car For months. We will listen to updates there anyway.

Robotaxi Rollout

During the year -round call for Tesla 2024, Musk said the company would start paid Robotaxi ride service in Austin From this June. In the past, he said that Tesla would first use Model Y and Model 3 cars with an “unsupported” FSD, not with its two -seater Cybercab concept, which was built without a steering wheel or pedals.

As the Cantor research analysts said, “Tesla has not yet determined the commercialization of its Robotaxi segment or revealed the original routes/territory.” In this way, investors and analysts will be on the lookout for more specific details about Tesla’s Austin plans.

The car manufacturer also said she plans to start in California this year, but she is a mom in these details.

Cybercab Production

We also hope to hear some updates Cybercab of TeslaS At present, federal provisions do not allow operators to massively produce and deploy autonomous vehicles without built -in human controls without release. Musk is likely to bend this regulation of his will, as he will not do, so we can get some insights later when Tesla plans to start producing these futuristic-looking vehicles.

Optimal updates

Through Q4 Musk said it expects Tesla to start Using Humanoid Robots Optimus Internally this year, especially for “boring” tasks. We will listen to a timeline for this, as well as when Tesla says it will start producing a large volume of Optimus and when it expects to begin initial deliveries.

Dojo or bark

Musk and Tesla have been quiet of Dojo from August 2024, a surprise given how much Gung Ho was for the supercomputer that will help the company achieve its full self -dreams. Then there is Cortex, which is the other new giant giant AI Training Supercluster, which is being built in HQ Tesla in Austin to help solve AI in the real world. In TESLA Q4 shareholder deckThe company shared Cortex updates, but nothing about dojo.

The last update we saw shows some computing cluster coming from Tesla AI X Account With the words “Quiet, please. The machines are learning.” Although it is unclear whether it is Dojo or Cortex.

The pre -order of the elon

According to Jonas’s note, investors will seek “any signs of Tesla’s Executive Director, re -organizing Tesla’s efforts against politically oriented endeavors.”

Dan Ives, Wedbush analyst and other Tesla Bull, said Musk on Sunday that Musk was facing a “red situation with code”. He reiterated his previous position that Musk should distance himself from Doge so that the Tesla brand ceases to be a political point for speaking.