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Jun 30, 2025
Tesla Q2 2025 Earnings Report
Tesla reported Q2 2025 results with solid profitability, highlighted by its first Robotaxi launch and continued energy storage growth.
Key Takeaways
Tesla posted $22.5B in revenue and $1.17B net income in Q2 2025, driven by early Robotaxi service rollout, strong energy deployments, and improved operational efficiency despite macroeconomic uncertainty.
First Robotaxi service launched in Austin with initial autonomous delivery completed.
Net income reached $1.17B with diluted EPS of $0.33 (non-GAAP EPS $0.40).
Energy storage deployments achieved a 12th consecutive quarterly record.
Cash and investments ended at $36.8B, with $146M free cash flow.
Revenue by Segment
Forward Guidance
Tesla expects prudent growth in vehicle volumes and energy deployments, with a focus on autonomy software, new affordable models, and preparation for Cybercab production in 2026.
Positive Outlook
- Volume production of a more affordable model planned for 2H25.
- Continued expansion of Robotaxi network with further city launches.
- Energy business growth supported by regionalized Megapack production.
- Strong balance sheet with $36.8B in cash and investments.
- AI and software expected to accelerate profitability over time.
Challenges Ahead
- Uncertain impacts from shifting global trade and fiscal policies.
- Macro environment creating demand uncertainty for durable goods.
- Increased tariffs affecting cost structure.
- High ongoing CapEx and R&D investments required for growth.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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