Particle.news
Download on the App Store
4 ARTICLES
·
last wk.

Tesla Forecasts Challenging Quarters Ahead of Autonomy Deployment

Elon Musk warned expiring incentives coupled with U.S. tariffs will pressure Tesla’s results until autonomous services scale up

Tesla a connu, au deuxième trimestre, une baisse de ses ventes mondiales pour le second trimestre consécutif
Image

Overview

  • Tesla’s net profit fell 16% year-on-year to $1.17 billion in Q2, while deliveries dropped 13.5% to 384,122 vehicles.
  • The company began assembly of its entry-level low-cost model in June, targeting mass production in the second half of the year.
  • Robotaxi trials launched in Austin in June, with pilot services planned next in San Francisco and production of the Cybercab and Semi truck scheduled for 2026.
  • The pending expiration of the $7,500 U.S. federal EV tax credit on September 30 and U.S. import tariffs, which have already cost Tesla about $300 million, are set to further squeeze margins.
  • Elon Musk cautioned that Tesla could face difficult quarters through the end of 2026 before autonomous driving software and robotics operations deliver significant revenue.