The earnings call presented a mix of strong performance in vehicle deliveries and energy storage deployment, alongside challenges in margins and production due to new model transitions and regulatory uncertainties. The advancements in Full Self Driving and energy storage indicate significant growth potential, but these are tempered by short-term production and regulatory hurdles.

Company Guidance

In the Tesla Fourth Quarter 2024 earnings call, CEO Elon Musk highlighted significant achievements and ambitious future goals. Tesla delivered vehicles at an annualized rate of nearly 2 million, with the Model Y being the best-selling vehicle globally. Musk emphasized the exponential focus on autonomy, projecting Tesla's potential to become the world's most valuable company. The company is set to launch unsupervised Full Self Driving (FSD) as a paid service in Austin by June 2025, and Musk foresees the capability expanding nationwide by the end of the year. Tesla's Q4 Vehicle Safety Report showed significant year-over-year safety improvements with FSD, and the company continues to invest heavily in AI infrastructure, including a new Cortex training cluster at Gigafactory Austin. Musk projected that Optimus humanoid robots could generate over $10 trillion in revenue long-term, with plans to build several thousand units in 2025. Tesla also set records in energy storage deployments and vehicle deliveries, despite a challenging macro environment, and plans to introduce several new models, including a more affordable vehicle, in 2025.

Record Vehicle Deliveries

Tesla delivered vehicles at an annualized rate of nearly 2 million a year, setting a new record for production and deliveries.

Best-Selling Vehicle

Model Y was the best-selling vehicle of any kind globally in 2024.

Energy Storage Deployment Growth

Energy storage deployments reached an all-time high in Q4 with a new record for deliveries in the Greater China market.

Cost Reductions Achieved

Overall cost per car was reduced to below $35,000, primarily through material cost reductions.

Free Cash Flow

Tesla generated free cash flow of $3.6 billion for the year despite increased CapEx.

Expansion of Battery Production

Tesla's second factory is operational in Shanghai, and a third factory is under construction to ramp up stationary battery storage production.

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Tesla (DE:TL0) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DE:TL0 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 29, 2025	2025 (Q1)	0.52 / -	0.429	―	―	―
Jan 29, 2025	2024 (Q4)	0.74 / 0.70	0.677	2.82% (+0.02)
Oct 23, 2024	2024 (Q3)	0.57 / 0.69	0.629	9.09% (+0.06)
Jul 23, 2024	2024 (Q2)	0.58 / 0.50	0.868	-42.86% (-0.37)
Apr 23, 2024	2024 (Q1)	0.47 / 0.43	0.811	-47.06% (-0.38)
Jan 24, 2024	2023 (Q4)	0.70 / 0.68	1.135	-40.34% (-0.46)
Oct 18, 2023	2023 (Q3)	0.70 / 0.63	1.001	-37.14% (-0.37)
Jul 19, 2023	2023 (Q2)	0.76 / 0.87	0.722	20.21% (+0.15)
Apr 19, 2023	2023 (Q1)	0.81 / 0.81	1.023	-20.78% (-0.21)
Jan 25, 2023	2022 (Q4)	1.08 / 1.13	0.808	40.50% (+0.33)

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.

Beat

Missed

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DE:TL0 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jan 29, 2025	€374.00	€381.50	+2.01%
Oct 23, 2024	€199.46	€235.50	+18.07%
Jul 23, 2024	€229.30	€202.10	-11.86%
Apr 23, 2024	€135.80	€150.96	+11.16%

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.

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