Tesla's Q1 earnings call presented several positive developments, including record profits in energy storage and advancements in autonomous technology. However, challenges such as delivery declines, tariff impacts, and supply chain constraints for the Optimus project offset these achievements.

Company Guidance

During the Tesla Q1 2025 earnings call, Elon Musk and the executive team provided several forward-looking statements and metrics regarding the company's outlook. Musk emphasized the importance of Tesla's focus on large-scale autonomous cars and humanoid robots, projecting a significant impact on Tesla's valuation. He mentioned that the company expects to begin selling fully autonomous rides in Austin by June 2025, with large-scale autonomy expected to materially affect the bottom line by the second half of 2026. Musk outlined the company's efforts to localize supply chains across North America, Europe, and China, aiming to mitigate tariff impacts and enhance logistical efficiency. Vaibhav Taneja highlighted Tesla's record gross profit in the energy storage business during Q1, amid challenges like vehicle delivery declines and brand image issues. Despite these headwinds, Tesla maintained its status as California's best-selling car and reported a record number of global test drives in Q1. The company plans to continue focusing on affordable models and anticipates starting production of new models by June 2025. Tesla's efforts to mitigate risks include increasing regional content in high-volume vehicle programs, with over 85% of North American content for such vehicles.

Record Gross Profit in Energy Storage

Tesla's energy storage business achieved a record gross profit in Q1, despite a sequential decline in deployments.

Advancements in Autonomous Technology

Tesla plans to launch fully autonomous rides in Austin starting in June, with a large-scale rollout expected by the middle of next year.

Successful Factory Upgrade

Tesla successfully updated its factories globally for the Model Y, the best-selling car in the world, all within the first quarter.

High Interest and Demand

Despite challenges, Tesla had a record number of test drives globally in Q1, with the Model Y remaining the best-selling car in California.

Localized Supply Chains

Tesla has established localized supply chains in North America, Europe, and China, reducing tariff impact and logistics risks.

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Tesla (TSLA) 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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TSLA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 29, 2025	2025 (Q2)	0.49 / -	0.52	―	―	―
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)
Apr 19, 2023	2023 (Q1)	0.85 / 0.85	1.073	-20.78% (-0.22)

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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TSLA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
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%
Jul 23, 2024	$246.38	$215.99	-12.33%

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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