Overview

• Tesla's Q1 2025 net income fell 71% to $409 million, with revenue declining 9% to $19.3 billion, missing Wall Street expectations.
• Vehicle deliveries dropped 13% year-over-year to 336,681 units, marking Tesla's worst quarter since 2022 and contributing to a 40% YTD stock decline.
• Elon Musk's role in the Trump administration has led to protests, dealership vandalism, and significant brand erosion in key markets like the U.S., Europe, and China.
• Tesla paused Model S and X orders in China after retaliatory tariffs raised duties on U.S. imports to 125%, further straining its operations in the region.
• The company plans to launch a cheaper Model Y and a paid robotaxi service later in 2025, though analysts remain skeptical of its ability to regain momentum.