TTN Q1 2025 Earnings Preview: Watch For Comments On Delivery Recovery, Margin Stabilization, FSD & Robotaxi Updates, Cybercab Prototype Evidence, and Musk’s White House Role
Tuesday, April 22, 2025 4:52:52 AMEST
- Tesla investors tonight will be laser-focused on whether the company can arrest the recent slide in vehicle deliveries and hit the roughly $21B revenue consensus. Margins remain under pressure—automotive gross profit dipped below 12% in Q4 amid aggressive incentives and rising U.S.–China tariffs—and any sign of stabilization around 20–22% overall (including regulatory credits) would go a long way toward restoring confidence in Tesla’s cost discipline.
- Equally important will be management’s update on Full Self-Driving trials and robotaxi preparations: clarity on FSD beta expansion, regulatory filings, and factory readiness for the bespoke “Cybercab” network could re-anchor expectations for a meaningful new revenue stream beyond pure EV sales.
- Yet the quarter is unfolding against a backdrop of heightened distraction and volatility. Wedbush on April 21 sounded a “code red” alarm over Elon Musk’s deepening involvement in Washington—specifically DOGE-focused discussions in the White House.
- Last few days brought aerial photographs from Giga Texas showing large, unfamiliar castings that industry watchers interpret as initial Cybercab prototype parts, suggesting that Tesla’s engineering teams may be pressing ahead even as its CEO jockeys for political influence.
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- Equally important will be management’s update on Full Self-Driving trials and robotaxi preparations: clarity on FSD beta expansion, regulatory filings, and factory readiness for the bespoke “Cybercab” network could re-anchor expectations for a meaningful new revenue stream beyond pure EV sales.
- Yet the quarter is unfolding against a backdrop of heightened distraction and volatility. Wedbush on April 21 sounded a “code red” alarm over Elon Musk’s deepening involvement in Washington—specifically DOGE-focused discussions in the White House.
- Last few days brought aerial photographs from Giga Texas showing large, unfamiliar castings that industry watchers interpret as initial Cybercab prototype parts, suggesting that Tesla’s engineering teams may be pressing ahead even as its CEO jockeys for political influence.