The earnings call highlighted significant advancements in Tesla's autonomy and energy segments, alongside substantial achievements in vehicle sales and robotaxi expansion. However, challenges posed by regulatory issues, the repeal of EV credits, and increased costs due to tariffs present notable concerns.

Company Guidance

During the Tesla Q2 2025 earnings call, key metrics and guidance were shared, highlighting significant developments and future expectations. Tesla successfully launched its robotaxi service in Austin, with plans to expand service areas rapidly. Elon Musk stated the goal of achieving autonomous ride-hailing coverage for half the U.S. population by year-end, contingent on regulatory approvals. Model Y became the best-selling car in several countries, and Tesla's focus on autonomy is expected to boost sales further, especially as they work toward regulatory approvals in Europe and China. Tesla's energy sector saw record Powerwall deployments and rapid Megapack capacity expansion, despite challenges from tariffs and supply chain issues. The Optimus humanoid robot is progressing, with plans to scale production to one million units annually within five years. Financially, Tesla's automotive revenue increased by 19% sequentially, even as regulatory credit revenues declined. The company faces near-term challenges due to the repeal of the IRA EV credit and tariff impacts but remains optimistic about long-term prospects, driven by investments in AI, robotics, and energy solutions. Tesla's CapEx is expected to exceed $9 billion for the year, with ongoing investments in AI projects and manufacturing expansions.

Robotaxi Launch and Expansion

Tesla successfully launched its robotaxi service in Austin, with plans to expand the service area significantly. Regulatory approvals are expected in several U.S. states, aiming to cover half of the U.S. population by the year's end.

Model Y Achievements

In June, Model Y became the best-selling car in Turkey, Netherlands, Switzerland, and Austria. It is also considered the best-selling car globally.

Energy Segment Growth

Record powerwall deployment in Q2, with Megapack expanding capacity quickly despite tariffs and supply chain challenges.

Advancements in Autonomy

Significant improvements in full self-driving software, with expectations to increase the parameter count by 10x. FSD adoption has increased by 25% since the launch of version 12.

Optimus Robot Development

Optimus version 3 design is considered optimal, with plans to scale production to 1 million units per year within 5 years.

Automotive Revenue Growth

Despite a reduction in regulatory credit revenue, total automotive revenue increased by 19% sequentially due to improved average selling prices.

Tesla (TSLA) Earnings, Revenues Date & History

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TSLA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 15, 2025	2025 (Q3)	0.48 / -	0.72	―	―	―
Jul 23, 2025	2025 (Q2)	0.40 / 0.40	0.52	-23.08% (-0.12)
Apr 22, 2025	2025 (Q1)	0.41 / 0.27	0.45	-40.00% (-0.18)
Jan 29, 2025	2024 (Q4)	0.77 / 0.73	0.71	2.82% (+0.02)
Oct 23, 2024	2024 (Q3)	0.59 / 0.72	0.66	9.09% (+0.06)
Jul 23, 2024	2024 (Q2)	0.61 / 0.52	0.91	-42.86% (-0.39)
Apr 23, 2024	2024 (Q1)	0.49 / 0.45	0.85	-47.06% (-0.40)
Jan 24, 2024	2023 (Q4)	0.73 / 0.71	1.19	-40.34% (-0.48)
Oct 18, 2023	2023 (Q3)	0.73 / 0.66	1.05	-37.14% (-0.39)
Jul 19, 2023	2023 (Q2)	0.79 / 0.91	0.757	20.21% (+0.15)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

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Missed

TSLA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$332.56	$305.30	-8.20%
Apr 22, 2025	$237.97	$250.74	+5.37%
Jan 29, 2025	$389.10	$400.28	+2.87%
Oct 23, 2024	$213.65	$260.48	+21.92%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.