Overall, to me, Tesla’s financial trends don’t look good. However, there were some clear positives in Tesla’s 3rd quarter report as well. Additionally, even though Tesla’s financial trends look bad, the company does still have $41 billion in the bank, so there is no risk of bankruptcy or anything like … [continued]
On the surface, record vehicle deliveries, revenue of $28.1 billion, and net income of $1.8 billion probably sound good. This is a big and successful company, without a doubt. However, the financial trends at the company are bad, horrible even. Additionally, there some clear signs those are only going to … [continued]
Okay, yes, my first notes on Tesla’s Q2 2025 shareholder update were about three potential positives from the company. However, we can’t avoid the obvious. My first thoughts were about the historically bad financials from the company — it’s just that these were completely expected after seeing Tesla’s shockingly low … [continued]
We’ve closely covered Tesla’s sales decline, and we’ve discussed the potential for an ongoing sales decline at length. Naturally, a continued decline in sales could significantly hurt Tesla’s finances. Also, it’s hard — or impossible — to justify the company’s market cap if the company isn’t going to return to … [continued]
Yes, story after story is coming out about the progress, innovations, and milestones being set by Chinese electric vehicle producers. That’s what happens when a country the size of China has reached more than 50% plugin vehicle market share. Actually, that achievement could stand for two things. Plugin vehicles account … [continued]
BYD has been an electric vehicle leader for the past decade+. Tesla got much more attention for its leadership, and I think rightfully so, for several years, but BYD made more and more progress with its LFP battery cost cutting and vehicle development, and it then started to really shake … [continued]
There are clearly Tesla fans (and, more importantly, shareholders) who will try to spin any news as positive for Tesla. It happens constantly, and it’s quite annoying when it’s obviously false and unrealistic. On the flip side, I’ve covered Tesla closely for 13 years, which means I’ve covered the dramatic … [continued]
Tesla published its third quarter shareholder letter today and held its conference call for shareholders. There were a few interesting points, including that more affordable Tesla models are supposed to be arriving in 2025, but the first thing that jumped out to me was the second line — because it … [continued]
I’m not going to lie — at times, I find the stock market baffling. When Tesla released its Q2 delivery and production numbers, my main thought was: this looks bad, very bad. The stock market, however, thought it was great news and the stock price exploded. The rationale for that … [continued]
Tesla (TSLA) CEO Elon Musk and the company’s top executives conducted the year 2023 and Q4 2023 earnings call last week (listen below). The auto manufacturing and energy company also released its year 2023 and Q4 financial results on its investor relations website just before the earnings call commenced. 2023 … [continued]
