[Financial Summary] Tesla's decline outside of time to receive financial results What are future highlights?

According to Tesla,Key factors that had a negative impact on salesisIncreased operating costs for AI projects、Decrease in the number of EV deliverieswithDecrease in average selling price (ASP), andCosts associated with restructuringIt was. Meanwhile,Number of Cybertruck (Cybertruck) deliveredAlong with the growth of the energy businessplusesIt is a factor.

TeslaThe number of automobiles produced in the second quarter decreased compared to the previous fiscal year, but the number of units produced in the third quarter is expected to increase compared to the previous fiscal year. Of the second quartercybertruckThe number of units produced more than doubled compared to the previous fiscal year,Profitability is expected to be achieved by the end of the yearIt will be done.Electric truck “Semi (Semi)”The factory aims to start production by the end of 2025.

According to guidance, Tesla is focusing on introducing next-generation automobiles and other products, similar to the first quarter financial results, so this year'sThere is a high possibility that the growth rate of automobile production will “slow significantly” from last yearI stated it again. Also, the company pointed out that the development of energy storage products and the profit growth rate of the energy business this year will surpass the automobile business. others,Production of the new, more affordable model is expected to begin in the first half of next yearIt was announced.

Cost reduction, acceleration of AI product and service development, RoboTaxi announced on 10/10, etc.
After Tesla announced the number of cars delivered on 7/2, many financial institutions raised Tesla's target stock prices, and it was stated that future growth will mainly come from AI projects, particularly robotaxi (Robotaxi) and the humanoid robot “Optimus (Optimus).” According to Morgan Stanley, it was revealed that investors are more interested in Tesla's “AI narrative” than electric cars. Among them, 68% of investors see AI as the main driver of Tesla stock over the next year, while only 33% prefer electric cars.

Also, Mr. Musk is a self-driving taxi“Robo-taxi”The announcement was 2 months later than originally scheduledPostponed to 10/10It was also revealed what they did. They said it was to incorporate design changes.

As for AI software and hardware, Tesla has driver assistance functions using autonomous driving technologyAutopilots and robo-taxisIt was shown that the development of software and hardware for use continues to progress.

At the financial results briefing, Chief Executive Officer (CEO) Elon Musk saidDiscounts on electric cars are putting Tesla in a difficult situation, but that is a short-term problemHe said he thought so. It is said that Tesla, which is headquartered in Austin, plans to offer cheaper models in the first half of next year.

Musk says autonomous driving will be a huge driver of demand.

Mr. MuskThe humanoid robot “Optimus (Optimus)” will be produced next yearIt was emphasized that it would be done. The policy is to begin small-volume production for internal use from '25, and mass production for other companies will begin after '26.

Regarding the energy business, Musk said, “Tesla is growing at the fastest possible pace.” He alsoThe importance of autopilot should not be underestimatedI said.

Other than that, Mr. Musk was impressed by NVIDIA's GPU cluster,I want to advance the development of the supercomputer “Dojo”It was said.

Also,Mexico “Gigafactory”Regarding the large investment, it was clarified that they intend to wait until the US presidential election is over. Trump will be produced in MexicoImpose tough tariffs on automobilesIt is stated, and in that case, Mr. Musk pointed out that “there is no point in investing a large amount of money in Mexico.” He also added that they are working to expand production at existing plants.