Overview

• Tesla's Q1 2025 vehicle deliveries totaled 336,681, down approximately 50,000 units compared to the same quarter in 2024, marking a significant shortfall.
• Wall Street estimates revenue at $21.3 billion and earnings per share at $0.41, reflecting reduced expectations following weaker deliveries and pricing pressures.
• Gross profit margins are under scrutiny, with analysts predicting a potential second consecutive year of declines, raising concerns about Tesla's profitability.
• The company plans to address these challenges by introducing a lower-cost Model Y later this year and launching a paid robotaxi service in Austin, Texas, in June, though these initiatives remain speculative.
• Tesla's energy storage deployments grew to 10.4 GWh in Q1 2025, signaling progress in its diversification efforts despite ongoing trade tensions, including a suspension of Model S and X orders in China.