Earnings summaries and quarterly performance for Tesla.
Executive leadership at Tesla.
Board of directors at Tesla.
Research analysts who have asked questions during Tesla earnings calls.
Adam Jonas
Morgan Stanley
4 questions for TSLA
Also covers: APTV, CAR, CVNA +7 more
Dan Levy
Barclays PLC
4 questions for TSLA
Also covers: ADNT, ALV, APTV +14 more
Emmanuel Rosner
Wolfe Research
4 questions for TSLA
Also covers: ADNT, ALV, APTV +10 more
Pierre Ferragu
New Street Research
3 questions for TSLA
Also covers: NVDA
Colin Rusch
Oppenheimer & Co. Inc.
2 questions for TSLA
Also covers: AEVA, ALB, AMPX +23 more
Walter Piecyk
LightShed Partners
2 questions for TSLA
Also covers: AMX, CCOI, GSAT +6 more
Colin Langan
Wells Fargo & Company
1 question for TSLA
Also covers: ADNT, ALV, AN +11 more
Daniel Roeska
Bernstein Research
1 question for TSLA
Also covers: F, GM, PSNY
George Gianarikas
Canaccord Genuity
1 question for TSLA
Also covers: AEVA, AIRJ, AMRC +21 more
Mark Delaney
The Goldman Sachs Group, Inc.
1 question for TSLA
Also covers: APH, APTV, AUR +22 more
William Stein
Truist Securities
1 question for TSLA
Also covers: ADI, APH, ARW +14 more
Xin Yu
Deutsche Bank
1 question for TSLA
Also covers: ACHR, ADNT, ALV +12 more
Recent press releases and 8-K filings for TSLA.
Tesla brand sentiment declines as European interest in Chinese EVs jumps
TSLA
Demand Weakening
- Tesla’s appeal is waning among European new-car buyers: 38% say its novelty has worn off, sentiment is now more negative than positive, and one in three view Tesla as mainstream rather than premium.
- European consideration to buy Chinese cars rose 16% YoY, from 31% in 2024 to 47% in 2025, driven by growing consumer trust and interest.
- Trust in Chinese brands increased from 22% in 2024 to 28% in 2025, with BYD ranking 8th in positive momentum versus Tesla’s 50th place.
- Tesla still leads on charging infrastructure and speed but trails competitors on design, quality and emotional appeal as Chinese brands match Europe’s offerings at lower prices.
3 days ago
Tesla faces overvaluation critique after $1T pay package approval
TSLA
Executive Compensation
- Burry labels Tesla “ridiculously overvalued” with a $1.4–$1.5 trillion market cap amid slowing growth and shrinking margins.
- The newly approved $1 trillion stock-based pay package, tied to an $8.5 trillion valuation target, is projected to cause ~3.6 % annual dilution and Tesla conducts no buybacks.
- Tesla trades at 209 x forward earnings, well above its five-year average of 94 x and the S&P 500’s 22 x, highlighting valuation concerns.
4 days ago
Tesla sets Norway annual sales record amid European sales slump
TSLA
Demand Weakening
Product Launch
- Tesla set a new 2025 Norway annual car sales record, in a market where fully electric vehicles now account for 97.6% of new registrations.
- In November, Tesla’s European registrations halved in France and fell 49% in Denmark, highlighting a regional downturn.
- In Denmark, Model Y registrations plunged 74%, while Model 3 registrations rose 29%, making it the eighth best-selling car in November.
- Analysts point to rising competition from Chinese EV makers, an aging vehicle lineup and CEO controversies; 2025’s updated models and lower-priced variants have yet to reverse the trend.
4 days ago
Tesla approaches $1.3T valuation amid FSD expansion
TSLA
Executive Compensation
Product Launch
Revenue Acceleration/Inflection
- Tesla’s market cap nears $1.3 trillion, with a P/E of ~287 and PEG of ~16.8, reflecting optimism in AI and robotics over its core EV business.
- Record revenue of $28.1 billion and EPS slightly beat estimates, but net margin compressed to 5.5% due to price cuts and increased AI/robotics spending.
- Launched FSD in South Korea for U.S.-made Model S and X (≈900 units) under Korea–U.S. FTA exemptions, intensifying competition with local automakers.
- Introduced a $1 trillion performance-based CEO pay plan with 12 tiered grants tied to robotaxi, humanoid robot, and profit targets; analysts warn of structural loopholes.
6 days ago
Tesla rejects exclusion of Chinese suppliers amid US-China tensions
TSLA
- Tesla emphasizes supplier selection based on quality, total cost, technological maturity, and long-term supply stability—not geographic origin.
- Shanghai Gigafactory sources over 95% of parts locally for Model 3 and Model Y from 400+ Chinese suppliers.
- More than 60 Chinese suppliers integrated into Tesla’s global procurement system, highlighting its global supply chain integration.
- Tesla has encouraged some Chinese suppliers to relocate production to Mexico, Canada, Europe, and other parts of Asia for supply diversification.
Nov 26, 2025, 4:28 AM
Tesla sued over alleged design flaws after fatal crash
TSLA
Legal Proceedings
- Lawsuit alleges design flaws in the 2018 Model 3 caused sudden, uncontrolled acceleration, leading to a fatal crash on January 7, 2023, in Tacoma, Washington.
- Plaintiffs contend a door handle design defect and deactivated battery-powered unlocking mechanism prevented bystanders from rescuing occupants post-crash.
- The case is part of a rising pattern of federal investigations and litigation over Tesla door malfunctions, including a separate lawsuit involving student deaths in a similar fire.
Nov 25, 2025, 1:01 AM
Tesla faces global sales declines amid quality concerns
TSLA
Demand Weakening
- In Europe, October 2025 sales nearly halved, with market share plunging to 0.6% amid strong local and Chinese EV competition.
- China deliveries fell 36% year-over-year in October 2025, even as overall EV sales grew 23%, underscoring regional headwinds.
- An oversupply of Cybertrucks has prompted production cuts and storage of vehicles outdoors, raising quality and reliability concerns.
- Tesla warned South African buyers against unauthorized dealers over warranty and safety risks, highlighting the need for an official presence.
- Controversy on Elon Musk’s social media platform X—where top MAGA influencer accounts are run from abroad—may undermine Tesla’s reputation and has drawn US security scrutiny.
Nov 24, 2025, 1:51 PM
Tesla: European Car Registrations Rise 5.8% in October 2025
TSLA
- Europe’s new car registrations increased 5.8% YoY to 916,609 units, though still below pre-pandemic levels.
- Battery-electric vehicles reached a 16.4% market share and hybrids 34.6%, with petrol/diesel shares declining.
- Tesla’s EU registrations fell 48% in October and 39% YTD, while BYD (+206.8%) and SAIC Motor (+35.9%) surged.
- Spain (+15.9%) and Germany (+7.8%) led growth; Italy experienced a slight decline.
- Volkswagen (+7.9%), BMW (+8.7%), Mercedes-Benz (+2.0%) and Stellantis (+6.6%) saw gains, but Porsche declined 28%.
Nov 24, 2025, 1:24 PM
Tesla nears completion of AI5 chip, begins AI6 development
TSLA
New Projects/Investments
Hiring
- Tesla is nearing completion of its AI5 chip design and has begun development of the AI6 chip, with the AI4 chip already deployed in its vehicles.
- The company aims to release a new AI chip design every 12 months, aspiring to produce more AI chips than all other manufacturers combined.
- Through a $16.5 billion deal with Samsung for its Texas facility, Tesla will manufacture AI5 and AI6 chips, while planning its own semiconductor fab (“TeraFab”) with a $10–20 billion investment.
- These in-house chips are intended to reduce dependency on Nvidia, lower costs, and accelerate the rollout of Full Self-Driving software v13+ and the Optimus humanoid robot.
- Analysts predict Tesla’s stock could exceed $500 by end-2026, with a moderately optimistic forecast of $420–450 by mid-2026, contingent on achieving Level 4 autonomy.
Nov 23, 2025, 9:08 AM
Tesla cited in LFP battery market forecast to 2030
TSLA
- Global LFP battery market projected to reach USD 160.30 billion by 2030, up from USD 82.57 billion in 2025, at a CAGR of 14.2%
- Automotive segment dominates LFP demand as EV leaders including Tesla, BYD, and Ford adopt LFP for cost efficiency and supply chain stability
- Key drivers include rising EV adoption and a shift from conventional power systems to scalable energy storage; a challenge remains lower energy density versus other lithium-ion chemistries
- Tesla integrates LFP batteries to enhance supply chain resilience and reduce production costs
Nov 21, 2025, 9:41 AM
Quarterly earnings call transcripts for Tesla.
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