After writing the other day about Tesla’s profit per vehicle dropping considerably in the last few years, a discussion ensued of course about the matter and about whether Tesla’s profit per vehicle is that bad or not, and on the uptrend or downtrend. One thing that came to mind for … [continued]
I just saw the headline “Tesla’s profit per vehicle drops 40%, within Toyota’s striking range.” Now, I’m not sure why this came out as news at the moment, as it’s been a while since Tesla’s 2025 financials came out, but I didn’t remember the company’s profit per vehicle declining so … [continued]
Tesla has now published its 4th quarter and full-year financial details and various updates on vehicle models, robots, factories, and its energy business. Steve Hanley is going to cover some of the vehicle and robot news, so I’m jumping into the finances. One of the big headline stories is that … [continued]
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]
