$TSLA (+0.06%) Tesla's Q2 2025 results mark an important turning point in the company's evolution. Despite a 12% decline in revenue and a 42% decrease in operating profit from last year, Tesla continues to invest heavily in AI, robotics and energy storage. The launch of the Robot Taxi service in Austin and the first autonomous vehicle delivery show that Tesla continues to build on its technological lead. With 67,000 H100-equivalent GPUs in use for AI training and the expansion of Megapack production in Shanghai, Tesla is positioning itself as a crucial player in the future of autonomous mobility and renewable energy. The introduction of an affordable model and the planned production of the Cybercab in 2026 underscore the ambition to combine scalability and accessibility with technological innovation.
Sure! Here is a brief summary of expectations versus actual outcomes for Tesla in Q2 2025:
π Expectation vs. Outcome - Q2 2025
Conclusion: Tesla missed on revenue and profit, but delivered slightly more vehicles than expected. Focus is now on AI, Robot Taxi and energy storage for future growth.
- Revenue: Expected ~$23-25 billion β Outcome: $22.5 billion β
- Earnings per share (non-GAAP).: Expected ~$0.43-$0.59 β Outcome: $0,40 β
- Vehicle deliveries: Expected ~$376,000-385,000 β Outcome: 384.122 β
- Free cash flow: Expected increase β Outcome: $146 million (-89% YoY) β.