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Tesla (TSLA) investor relations material
Tesla Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary23 Jul, 2025
Executive summary
Q2 2025 marked a strategic shift toward AI, robotics, and autonomy, with the first Robotaxi service launched in Austin and the first fully autonomous customer vehicle delivery completed.
Model Y achieved best-selling status in multiple countries, with strong international launches and top safety ratings.
Energy storage deployments reached record levels, with Megapack ramping from Shanghai and 20.0 GWh deployed through Q2 2025.
Optimus humanoid robot development advanced, with production ramp targeted for next year and aspirations for 1 million units annually within five years.
Ended Q2 2025 with $36.8B in cash and investments, maintaining a strong balance sheet despite macroeconomic uncertainty.
Financial highlights
Q2 2025 total revenue was $22.5B, down 12% year-over-year, driven by lower vehicle deliveries and ASPs.
Net income attributable to common stockholders was $1.17B, with diluted EPS of $0.33, both down year-over-year.
Gross margin for Q2 2025 was 17.2%, with energy segment gross margin rising to 30.3%.
Free cash flow was $146M, reflecting higher CapEx and lower operating cash flow.
Cash and investments ended at $36.8B, a $0.2B sequential decrease but up $219M from year-end 2024.
Outlook and guidance
Capital expenditures for 2025 are expected to exceed $9B, with ongoing investments in autonomy, AI, robotics, and manufacturing.
Plans for new, more affordable vehicle models remain on track for initial production in 1H25 and volume in 2H25.
Cybercab Robotaxi is scheduled for volume production in 2026, leveraging an "unboxed" manufacturing strategy.
Management anticipates continued self-funding ability but notes potential adjustments due to trade policy and macroeconomic factors.
Focus remains on cost reduction, new product launches, and scaling Robotaxi and energy storage businesses.
When will Cybercab volume production start?
What factors impact automotive/energy supply?
What is driving growth in Services & Other?
Assess Optimus's design and production timeline.
How will BBB affect Megapack sales?
Detail robotaxi expansion plans and metrics.
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Q3 202522 Oct, 2025
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Frequently asked questions
The innovative electric vehicle manufacturer
Tesla is a leading electric vehicle manufacturer with a mission to accelerate the advent of sustainable transports. Their first electric vehicle model was the Tesla Roadster, which was revolutionary in terms of the unmatched driving range. Today, Tesla produces five models: Model S, Model X, Model 3, Model Y, and the Cybertruck. Tesla has many initiatives beside the cars such as full self-driving software and production of batteries.
The nerdy eccentric founder
Contrary to popular belief, Tesla was not initially started by Elon Musk but by Martin Eberhard and Marc Tarpenning in 2003. Instead, Elon Musk was one of the early investors and participated in the Series A funding round. He thereby became the largest owner and the Chairman of the board until he eventually stepped in as the CEO in 2008. Elon Musk had previously founded x.com, which later merged with Confinity to become what today is known as PayPal. The capital that Musk received when eBay acquired PayPal in 2002 was used to fund Tesla together with his other ventures at the time, SpaceX and SolarCity.
Elon Musk is one of the wealthiest persons in the world given the extraordinary rise of Tesla’s market capitalization during the last decade. As of 2023, Tesla is one of the most valuable companies in the world together with other prominent businesses such as Amazon, Meta, Berkshire Hathaway, and NVIDIA to name a few.
Exploring new frontiers
Besides being a global leader for electrical vehicles, Tesla is also a pioneer when it comes to full self-driving software and several other areas such as development of AI-based robots and space exploration. The use case for the Tesla bot, according to Musk, could be to pick up groceries and help out with other day-to-day repetitive tasks. As for the space exploration initiatives; Tesla attached the Tesla Roadster as payload on the Falcon Heavy test flight in 2018 that was sent out into space, which in hindsight can be viewed as a brilliant branding and marketing campaign.
The Supercharger network
Since Tesla was one of the first companies to mass-produce electric vehicles, there initially was not any charging infrastructure in place. Tesla therefore had to build it on their own which resulted in the Supercharger network. At first, it was free and unlimited for all Tesla owners, but now it is only discontinued. In 2021, Tesla announced that they were looking at possibilities for all electric vehicle owners to use their charging infrastructure, which previously was exclusive to Tesla owners only. As of March 2022, the Supercharger network consisted of more than 30,000 Supercharges at more than 2,500+ locations globally.
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