Close Menu
  • Home
  • Market News
    • Crude Oil Prices
    • Brent vs WTI
    • Futures & Trading
    • OPEC Announcements
  • Company & Corporate
    • Mergers & Acquisitions
    • Earnings Reports
    • Executive Moves
    • ESG & Sustainability
  • Geopolitical & Global
    • Middle East
    • North America
    • Europe & Russia
    • Asia & China
    • Latin America
  • Supply & Disruption
    • Pipeline Disruptions
    • Refinery Outages
    • Weather Events (hurricanes, floods)
    • Labor Strikes & Protest Movements
  • Policy & Regulation
    • U.S. Energy Policy
    • EU Carbon Targets
    • Emissions Regulations
    • International Trade & Sanctions
  • Tech
    • Energy Transition
    • Hydrogen & LNG
    • Carbon Capture
    • Battery / Storage Tech
  • ESG
    • Climate Commitments
    • Greenwashing News
    • Net-Zero Tracking
    • Institutional Divestments
  • Financial
    • Interest Rates Impact on Oil
    • Inflation + Demand
    • Oil & Stock Correlation
    • Investor Sentiment

Subscribe to Updates

Subscribe to our newsletter and never miss our latest news

Subscribe my Newsletter for New Posts & tips Let's stay updated!

What's Hot

Greene Secures €224 Million from EIB and Santander to Build Five Waste Recovery Plants in Spain

July 25, 2025

Canteen Workers at Exxon Refinery Suspend Strike

July 25, 2025

Oil News: Crude Oil Futures Hold at $65.38 Pivot as Traders Await Fresh Catalysts

July 25, 2025
Facebook X (Twitter) Instagram Threads
Oil Market Cap – Global Oil & Energy News, Data & Analysis
  • Home
  • Market News
    • Crude Oil Prices
    • Brent vs WTI
    • Futures & Trading
    • OPEC Announcements
  • Company & Corporate
    • Mergers & Acquisitions
    • Earnings Reports
    • Executive Moves
    • ESG & Sustainability
  • Geopolitical & Global
    • Middle East
    • North America
    • Europe & Russia
    • Asia & China
    • Latin America
  • Supply & Disruption
    • Pipeline Disruptions
    • Refinery Outages
    • Weather Events (hurricanes, floods)
    • Labor Strikes & Protest Movements
  • Policy & Regulation
    • U.S. Energy Policy
    • EU Carbon Targets
    • Emissions Regulations
    • International Trade & Sanctions
  • Tech
    • Energy Transition
    • Hydrogen & LNG
    • Carbon Capture
    • Battery / Storage Tech
  • ESG
    • Climate Commitments
    • Greenwashing News
    • Net-Zero Tracking
    • Institutional Divestments
  • Financial
    • Interest Rates Impact on Oil
    • Inflation + Demand
    • Oil & Stock Correlation
    • Investor Sentiment
Oil Market Cap – Global Oil & Energy News, Data & Analysis
Home » 5 Big Takeaways From Tesla’s Q2 Earnings Call
U.S. Energy Policy

5 Big Takeaways From Tesla’s Q2 Earnings Call

omc_adminBy omc_adminJuly 24, 2025No Comments5 Mins Read
Share
Facebook Twitter Pinterest Threads Bluesky Copy Link


Things could get worse before they get better, at least according to Tesla’s CEO, Elon Musk.

Tesla’s second-quarter earnings showed its steepest year-over-year revenue decline in at least a decade, below already grim Wall Street estimates.

Tesla shares are trading down more than 4% in the after-hours following the earnings call.

Here are the five biggest takeaways from Tesla’s call and how analysts are taking it:

1. Brace yourself for the next few quarters

The CEO told analysts Wednesday that the EV maker is heading into a “weird transition period,” which the earnings report attributed to “shifting tariffs, unclear impacts from changes to fiscal policy, and political sentiment.”

“Does that mean like we could have a few rough quarters? Yeah, we probably could have a few rough quarters,” Musk said on the call with analysts.

Though he added that the bumpiness isn’t guaranteed, he said the company is navigating waning EV incentives and evolving autonomous vehicle regulations.

“I think Tesla’s economics will be very compelling by the end of next year,” Musk said.

Thomas Monteiro, senior analyst at Investing.com, wrote in a note that there are reasons to be optimistic about Tesla as the company works to gain ground in India and China.

“Although still far from what fundamentals would suggest for a trillion-dollar company,” wrote Monteiro, “Tesla’s latest numbers do spark some optimism, indicating that the worst is likely behind it — at least in terms of the core auto business.”

2. A not-so-Robo taxi expansion?

Tesla executives provided some more details on Robotaxi’s progress, including a quasi-robotaxi expansion planned for the San Francisco Bay Area.

Related stories

Business Insider tells the innovative stories you want to know

Business Insider tells the innovative stories you want to know

Ashok Elluswamy, Tesla’s VP of AI software, said during the call that the company is testing in other US cities and that Tesla plans to “launch” Robotaxi in the San Francisco Bay Area, “with a person in the driver’s seat.”

Elluswamy said having a driver behind the wheel will help expedite the expansion process as the company awaits regulatory approval in California.

With a driver in the seat, Tesla’s Robotaxi arrival in the region would look similar to Waymo’s early days in 2018.

Currently, human safety monitors are riding along in the front passenger seat of Tesla’s Robotaxis in Austin, and the service is only available to a select few Tesla influencers and investors.

There were also some bold but broad timelines provided for other areas of Robotaxi’s progress.

Musk said Tesla plans to expand the service in a “couple of weeks or so” as it continues its limited operation in Austin.Cybercab, the purpose-built robotaxi that has no steering wheel or pedals, is slated for volume production in 2026.Tesla owners will be able to add their personal Teslas to the Robotaxi fleet by “next year,” although Musk said, “We don’t want to jump the gun.”The CEO said he expects Tesla’s autonomous ride-hailing service to be available to “probably half of the population of the US by the end of the year,” pending government approval.

Musk has missed deadlines for previously announced Robotaxi timelines.

3. The cheaper Tesla will be a Model Y lookalike

Giving investors a glimpse of what the highly anticipated “more affordable” model would look like, Musk says it will look “like a Model Y.”

He later added that the company anticipates the vehicle to be available to the public in the fourth quarter.

“We continue to expand our vehicle offering, including first builds of a more affordable model in June, with volume production planned for the second half of 2025,” Tesla wrote in the earnings release.

The idea of a Tesla that’s more attainable for the household budget was first floated in 2020 at Tesla’s “Battery Day.” Musk mapped out a $25,000 electric car, nicknamed the “Model 2,” with a target of launching within three years, but that deadline passed without delivery.

4. Musk is concerned about his shares in the company

Musk is afraid he “can easily be ousted by activist shareholders” if his shares in Tesla decrease, alongside his control over the company.

“I think my control over Tesla should be enough to ensure that it goes in a good direction,” Musk says. “But not so much control that I can’t be thrown out if I go crazy.”

This is not a new concern for Musk.

“I am uncomfortable growing Tesla to be a leader in AI & robotics without having ~25% voting control,” he posted on X in January of 2024. “Enough to be influential, but not so much that I can’t be overturned.”

The renewed sentiment comes at a time when Musk’s political involvement is unpopular among shareholders, who wish for him to focus on Tesla.

The latest Electric Vehicle Intelligence Report showed that 51% of direct Tesla shareholders prefer that he spend more time on the company, while just 12% would like to see him spend more time on the government.

5. Tesla declines to talk about xAI

Vaibhav Taneja, Tesla’s chief financial officer, didn’t want to talk about the idea of Tesla investing in Musk’s other company, xAI, saying the earnings call is “not the forum” to address the issue.

Musk, on the other hand, said that “shareholders are welcome to put forward any shareholder proposals that they’d like.”

“I recently encouraged that, and then have shareholders vote and will act in accordance with the shareholder wishes,” Musk said.

Musk had previously opposed the idea of merging xAI with Tesla, but wants to put investing in the AI company to a shareholder vote in November.

Kevin Thomas, CEO of Shareholder Association for Research and Education, previously told BI that Musk is creating “a nightmare” from “a governance point of view.”

“If this were a merger decision, at least we’d be looking at a single entity, where that company’s CEO could justifiably decide where to allocate resources between its divisions,” said Thomas. “Is it too much to ask Tesla’s CEO to work for Tesla first and foremost?”



Source link

Share. Facebook Twitter Pinterest Bluesky Threads Tumblr Telegram Email
omc_admin
  • Website

Related Posts

Dell Shakes up Leadership in Its Slowing PC Division: Read the Memo

July 25, 2025

My Secret for Leading Teams Through Chaos and Layoffs in Big Tech

July 25, 2025

Musk Slams Trump’s Claim That His Companies Will Still Get Subsidies

July 25, 2025
Add A Comment
Leave A Reply Cancel Reply

Top Posts

LPG sales grow 5.1% in FY25, 43.6 lakh new customers enrolled, ET EnergyWorld

May 16, 20255 Views

South Sudan on edge as Sudan’s war threatens vital oil industry | Sudan war News

May 21, 20254 Views

Trump’s 100 days, AI bubble, volatility: Market Takeaways

December 16, 20072 Views
Don't Miss

Greene Secures €224 Million from EIB and Santander to Build Five Waste Recovery Plants in Spain

By omc_adminJuly 25, 2025

€224 million in financing will fund five industrial plants to convert over 200,000 tonnes of…

Canteen Workers at Exxon Refinery Suspend Strike

July 25, 2025

TechnipFMC eyes $10 billion in subsea orders this year, shares surge

July 25, 2025

Tenaris wins offshore Suriname contract for OCTG, pipe supply

July 24, 2025
Top Trending

Mizuho Acquires Energy Transition-Focused Investment Bank Augusta

By omc_adminJuly 25, 2025

Caribbean leaders hail ICJ climate ruling as ‘historic’ win for small island states | Caribbean

By omc_adminJuly 25, 2025

Kimberly-Clark Invests Over $165 Million to Decarbonize Manufacturing with Green Hydrogen

By omc_adminJuly 25, 2025
Most Popular

Analysis: Reform-led councils threaten 6GW of solar and battery schemes across England

June 16, 20252 Views

Guest post: How ‘feedback loops’ and ‘non-linear thinking’ can inform climate policy

June 5, 20251 Views

The 5 Best Soundbars of 2025

May 6, 20251 Views
Our Picks

CK Hutchison Ports Deal Deeply Entangled in US-China Trade War

July 25, 2025

UK Gov Announces ‘Tailored Support for Aberdeen Oil Workers’

July 25, 2025

The Iron Dome Lesson: What South Korea Must Learn From the Israel-Iran War

July 25, 2025

Subscribe to Updates

Subscribe to our newsletter and never miss our latest news

Subscribe my Newsletter for New Posts & tips Let's stay updated!

Facebook X (Twitter) Instagram Pinterest
  • Home
  • About Us
  • Advertise With Us
  • Contact Us
  • DMCA
  • Privacy Policy
  • Terms & Conditions
© 2025 oilmarketcap. Designed by oilmarketcap.

Type above and press Enter to search. Press Esc to cancel.