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（納斯達克股票代碼：TSLA）首席執行官埃隆·馬斯克在第二季度業績電話會議上討論了該公司運營的各個方面，包括機器人出租車的延誤和該公司的能源業務。
發生了什麼：該公司的每股收益、營業利潤率和自由現金流均低於市場普遍預期，導致特斯拉股票盤後下跌。
馬斯克承認電動汽車行業當前的折扣所帶來的挑戰，但認爲這將是一個短期問題。他保證，該公司有望在明年上半年提供負擔得起的車型。馬斯克還強調了自動駕駛作爲重要需求驅動力的潛力。
備受期待的機器人出租車活動已改期至10月10日，馬斯克暗示將推出更多功能。他還宣佈明年生產擎天柱人形機器人，並計劃到2025年部署數千臺機器人。
馬斯克還談到了能源業務，表示特斯拉正在儘快加大發展力度。他強調了自主性的重要性以及擎天柱機器人到2025年爲公司執行關鍵任務的潛力。
在問答環節中，馬斯克對NVIDIA（納斯達克股票代碼：NVDA）公司的GPU集群表示欽佩，但重申了特斯拉對開發Dojo超級計算機的承諾。他還透露，由於美國大選以及唐納德·特朗普再次當選可能徵收的關稅，該公司正在推遲在墨西哥建造超級工廠的計劃。
爲何重要：特斯拉第二季度的財務業績顯示，收入同比增長2％，超過了華爾街普遍估計的247.3億美元。儘管收入超過預期，但該公司的每股收益仍未達到預期，這導致了盤後交易時段股票價值的下跌。
該公司報告第二季度每股收益爲52美分，同比下降43％。每股收益未達到華爾街共識估計的每股62美分。
特斯拉報告稱，第二季度交付了443,956輛汽車，產量爲410,831輛，同比分別下降5％和14％。
價格走勢：特斯拉股價週二收於246.38美元，當天下跌2.04％。在盤後交易中，該股進一步下跌7.77％。根據Benzinga Pro的數據，今年迄今爲止，該股已下跌0.82％。
