Automotive Sector: This quarter, automotive revenue reached a mere $19.8 billion, falling significantly short of the market's anticipated $25 billion. This discrepancy is primarily due to the company's strategic initiatives to boost electric vehicle demand, which included low-interest financing, inventory clearance, and promotional discounts. These measures led to a reduction in the average selling price of the Model 3, Y, S, and X series, with declines exceeding market expectations. Although Tesla managed to reduce the cost per vehicle to below $35,000 through economies of scale and raw material savings, it was not sufficient to offset the impact of the price reductions. Consequently, the automotive segment's gross margin hit an all-time low of 13.6%, considerably below the forecasted 16.2%, thereby dragging down the overall gross margin.
103768083 : People are paying attention to expectations, and Tesla's depiction of the future is very good and exciting
TheCarmelizer : I heard that!
vchong888 : Well, well well, what's new with Elon, besides missing revenue and facing a challenging 2025 in China, likely removal of all green initiatives and subsidies, Tesla rises to the occasion post earnings, I am bearish on Tesla given Musk will be distracted with D. O. G. E., tariffs on components from China, DeepSeek will only weaken xAI, probable delay in rollout of robotaxis and Cybercab, business as usual and mission to Mars. There's only 24 hours in a day.
Frozenjs : elon & musk are the similar breed. excel in blowing trumpet & selling big rosy dreams.
Aivern : simps. sales failing but all elon needs to do is promise some bs with a bs timeline and everyone of his fanboys will lap it up lol. dude hasnt actually done anything successfully since the first gen teslas.
Derpy Trades : Promises promises promises. That's what the current valuation of Tesla is built upon. What happens if they can't deliver on those promises?
Chak : its not called rally
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张一点 : Short-term tempting long positions. There are still stories to be told in the medium to long term.
74764890 : Tesla's stock market value depends on Musk's mouth.
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