Elon Musk, the CEO of Tesla Inc. (NASDAQ:TSLA), discussed various aspects of the company's operations during the second-quarter earnings call, including a robotaxi delay and the company's energy business.
What Happened: The company's EPS, operating margins, and free cash flow fell short of consensus expectations, leading to a post-market session decline in Tesla's stock.
Musk acknowledged the challenges posed by the current discounting in the electric vehicle sector but believes it will be a short-term issue. He assured that the company is on track to deliver an affordable model in the first half of next year. Musk also emphasized the potential of autonomous driving as a significant demand driver.
The much-anticipated robotaxi event has been rescheduled to Oct. 10, with Musk hinting at additional features to be unveiled. He also announced the production of the Optimus humanoid robot next year, with plans for thousands to be deployed by 2025.
Musk also addressed the energy business, stating that Tesla is ramping up as quickly as possible. He stressed the importance of autonomy and the potential of the Optimus robot to perform crucial tasks for the company by 2025.
During the Q&A session, Musk admired NVIDIA Corp.'s (NASDAQ:NVDA) GPU clusters but reiterated Tesla's commitment to developing the Dojo supercomputer. He also revealed that the company is postponing plans for a Gigafactory in Mexico due to the U.S. election and potential tariffs if Donald Trump is re-elected.
Why It Matters: Tesla's second-quarter financial results, showed a 2% year-over-year growth in revenue, beating the Street's consensus estimate of $24.73 billion. Despite the revenue beat, the company's EPS missed expectations, contributing to the decline in stock value during the post-market session.
The company reported earnings per share of 52 cents in the second quarter, down 43% year-over-year. The earnings per share missed a Street consensus estimate of 62 cents per share.
Tesla reported second-quarter deliveries of 443,956 vehicles and production of 410,831 vehicles, down 5% and 14% year-over-year, respectively.
Price Action: Tesla's stock closed at $246.38 on Tuesday, down 2.04% for the day. In after-hours trading, the stock fell further 7.77%. Year to date, the stock has decreased by 0.82%, according to data from Benzinga Pro.
特斯拉公司（纳斯达克股票代码：TSLA）首席执行官埃隆·马斯克在第二季度财报电话会议上讨论了该公司运营的各个方面，包括机器人出租车的延误和该公司的能源业务。
发生了什么：该公司的每股收益、营业利润率和自由现金流均低于市场普遍预期，导致特斯拉股票盘后下跌。
马斯克承认电动汽车行业当前的折扣所带来的挑战，但认为这将是一个短期问题。他保证，该公司有望在明年上半年提供负担得起的车型。马斯克还强调了自动驾驶作为重要需求驱动力的潜力。
备受期待的机器人出租车活动已改期至10月10日，马斯克暗示将推出更多功能。他还宣布明年生产擎天柱人形机器人，并计划到2025年部署数千台机器人。
马斯克还谈到了能源业务，表示特斯拉正在尽快加大发展力度。他强调了自主性的重要性以及擎天柱机器人到2025年为公司执行关键任务的潜力。
在问答环节中，马斯克对NVIDIA（纳斯达克股票代码：NVDA）公司的GPU集群表示钦佩，但重申了特斯拉对开发Dojo超级计算机的承诺。他还透露，由于美国大选以及唐纳德·特朗普再次当选可能征收的关税，该公司正在推迟在墨西哥建造超级工厂的计划。
为何重要：特斯拉第二季度的财务业绩显示，收入同比增长2％，超过了华尔街普遍估计的247.3亿美元。尽管收入超过预期，但该公司的每股收益仍未达到预期，这导致了盘后交易时段股票价值的下跌。
该公司报告第二季度每股收益为52美分，同比下降43％。每股收益未达到华尔街共识估计的每股62美分。
特斯拉报告称，第二季度交付了443,956辆汽车，产量为410,831辆，同比分别下降5％和14％。
价格走势：特斯拉股价周二收于246.38美元，当天下跌2.04％。在盘后交易中，该股进一步下跌7.77％。根据Benzinga Pro的数据，今年迄今为止，该股已下跌0.82％。
