Tesla, Inc. is a company that operates in the automotive and energy sectors, focusing on the design, development, manufacturing, sales, and leasing of electric vehicles and energy products . The company sells electric vehicles, including models such as the Model 3, Y, S, X, Cybertruck, and Tesla Semi, along with automotive regulatory credits, used vehicles, and related services . Additionally, Tesla offers energy generation and storage products like the Powerwall and Megapack, contributing to its diversification efforts .
- Automotive - Encompasses the design, development, manufacturing, sales, and leasing of electric vehicles, including the Model 3, Y, S, X, Cybertruck, and Tesla Semi. Includes sales of automotive regulatory credits, used vehicles, non-warranty after-sales vehicle services, body shop and parts, paid Supercharging, vehicle insurance revenue, and retail merchandise .
- Energy Generation and Storage - Involves the design, manufacture, installation, sales, and leasing of solar energy generation and energy storage products, such as Powerwall and Megapack. Includes related services and sales of solar energy systems incentives .
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Elon Musk ExecutiveBoard | Technoking of Tesla and CEO | CEO of SpaceX, CTO of X Corp., CEO of x.AI, Founder of The Boring Company, Founder of Neuralink | Co-founded Tesla in 2004, became CEO in 2008, and has led Tesla to become one of the most valuable companies globally. Also leads multiple ventures in space, AI, and tunneling. | View Report → |
Vaibhav Taneja Executive | Chief Financial Officer | None | Joined Tesla in 2017, promoted to CFO in August 2023. Previously served as Chief Accounting Officer and Corporate Controller. | View Report → |
Xiaotong (Tom) Zhu Executive | Senior Vice President, Automotive | None | Joined Tesla in 2014, led Gigafactory Shanghai construction and operations, and promoted to SVP in 2023. | View Report → |
Ira Ehrenpreis Board | Director | Founder and Managing Member of DBL Partners, Chairman of VCNetwork, President of WAVC | Tesla Board member since 2007, chairs the Compensation and Nominating Committees. A leader in impact investing and venture capital. | |
James Murdoch Board | Director | CEO of Lupa Systems | Tesla Board member since 2017. Former executive at 21st Century Fox and Sky plc, with expertise in media and corporate governance. | |
JB Straubel Board | Director | Founder and CEO of Redwood Materials, Board Member at QuantumScape | Co-founded Tesla and served as CTO from 2005 to 2019. Rejoined Tesla's Board in 2023. Focuses on battery recycling and sustainability through Redwood Materials. | |
Joe Gebbia Board | Director | Co-Founder of Airbnb, Founder of Samara, Chairman of Airbnb.org, Trustee at Rhode Island School of Design, Member of Olympic Refuge Foundation | Joined Tesla's Board in 2022. Known for his entrepreneurial expertise and design innovation as a co-founder of Airbnb. | |
Kathleen Wilson-Thompson Board | Director | Director at Wolverine World Wide and McKesson Corporation | Joined Tesla's Board in 2018. Former EVP and CHRO at Walgreens Boots Alliance. Brings expertise in HR, governance, and legal matters. | |
Robyn Denholm Board | Chair of the Board | Operating Partner at Blackbird Ventures, Chair of Technology Council of Australia | Joined Tesla's Board in 2014 and became Chair in 2018. Brings decades of experience in technology and finance. |
- With the reduction in average selling prices due to financing incentives impacting automotive margins , how does Tesla plan to sustain profitability amid increasing cost pressures and competitive pricing in the EV market?
- Tesla has delayed the Roadster for years, citing focus on higher-impact projects ; can you provide a concrete timeline for its release and explain how it fits into Tesla's overall strategic priorities?
- With the ambitious goal to achieve full autonomy by Q2 next year , what specific challenges does Tesla face in securing regulatory approval and public acceptance for its autonomous vehicles?
- Given the collaboration between Tesla and xAI and potential concerns about conflicts of interest , how do you address these concerns and clarify how xAI's development directly benefits Tesla's mission and shareholders?
- As you focus on expanding in-car software offerings and improving features like the browser , how does Tesla plan to balance the integration of advanced features without compromising driver safety, especially before full autonomy is widely available?
Research analysts who have asked questions during Tesla earnings calls.
Adam Jonas
Morgan Stanley
4 questions for TSLA
Pierre Ferragu
New Street Research
3 questions for TSLA
Dan Levy
Barclays PLC
2 questions for TSLA
Emmanuel Rosner
Wolfe Research
2 questions for TSLA
Colin Langan
Wells Fargo & Company
1 question for TSLA
Daniel Roeska
Bernstein Research
1 question for TSLA
George Gianarikas
Canaccord Genuity
1 question for TSLA
Mark Delaney
The Goldman Sachs Group, Inc.
1 question for TSLA
William Stein
Truist Securities
1 question for TSLA
Xin Yu
Deutsche Bank
1 question for TSLA
Recent press releases and 8-K filings for TSLA.
- Lead plaintiff motion deadline for Tesla investors set for October 3, 2025.
- Class Period covers purchases from April 19, 2023 to June 22, 2025.
- Lawsuit alleges Tesla overstated its autonomous driving effectiveness, exposing vehicles to safety risks and heightened regulatory scrutiny, thereby materially overstating its business prospects.
- The action was triggered by a June 23, 2025 Bloomberg report on Robotaxi traffic violations and NHTSA contact, followed by a June 24, 2025 IBT article noting NHTSA targeting and a >6% stock decline over two sessions.
- Tesla’s Optimus humanoid robots are envisioned to potentially capture 80% of revenue, but the timeline and scenario remain speculative.
- A robotaxi business at scale could be valued at multiple trillions of dollars, significantly exceeding the current automotive segment.
- Tesla maintains cost and innovation leadership in its auto and robotaxi platforms, offering the cheapest and highest-performing solutions.
- Local Chinese automakers have reached parity on cost and innovation, posing increasing competition to Tesla’s core automotive business.
- Semiconductor equipment suppliers face a 20% revenue exposure to China, representing a manageable headwind rather than a game changer.
- Tesla’s international sales are underperforming, with just 600 orders received in India since mid-July and year-on-year declines of 47.3% in France, 84% in Sweden, and 42% in Denmark in August.
- Global economic indicators are shifting: spot gold reached a record over $3,500/oz, up 30% YTD, reflecting rate-cut expectations and a weaker dollar.
- The CME Fed Watch tool shows a 90% probability of a 25 bp rate cut in September, underscoring investor anticipation of looser monetary policy.
- Leading economic data are signaling a slowdown: the upcoming ISM manufacturing PMI is expected below 50 (contraction) and the August jobs report will be pivotal for the Fed’s rate decision, amidst sticky price pressures.
- Pomerantz LLP filed a class action lawsuit against Tesla and certain officers alleging violations of Section 10(b) and 20(a) of the Securities Exchange Act for statements made between April 19, 2023 and June 22, 2025.
- The complaint claims Tesla overstated the effectiveness of its autonomous driving technology, concealed regulatory risks, and thus misleadingly overstated its business and financial prospects.
- Investors who acquired Tesla securities during the class period must file by October 4, 2025 to seek lead plaintiff status.
- On June 22, 2025, Tesla debuted its Robotaxi service; subsequent reports of traffic-law violations prompted an NHTSA inquiry and a 6.05% share-price drop over two sessions.
- Tesla reduced the price of its long-range RWD Model 3 in China by 3.7% to 259,500 yuan ($36,390) following its Aug 12 launch.
- The company offers an 8,000 yuan insurance subsidy plus a five-year interest-free loan equivalent to 20,000 yuan to stimulate demand.
- Cumulative Model 3 sales in China from Jan–Jul 2025 rose 26.5% yoy to 101,770 units, while Model Y sales declined 17.15% in the same period.
- Tesla’s mainland China EV market share fell to 3.2% in June 2025, down from 16% at the Shanghai factory opening in 2020.
- A survey of over 8,000 U.S. consumers found only 14% would be more likely to buy a Tesla for FSD, while 35% said it would deter them, and nearly half believe FSD should be illegal, driving calls for stricter regulation and crash compensation requirements.
- 70% of respondents prefer autonomous vehicles with both LiDAR and cameras over Tesla’s camera-only approach, and 71% support government mandates for dual-sensor systems.
- Public trust in Tesla declined amid safety concerns and perceptions of reduced family-friendliness, coinciding with a 40% year-over-year drop in Tesla’s European sales in July, marking seven consecutive months of declines.
- Industry figures like Uber’s CEO argue that combining LiDAR, radar, and cameras is essential for safety, while Musk defends Tesla’s camera-based system as safer, dismissing LiDAR’s necessity.
- The NHTSA has opened an ‘audit query’ into Tesla for submitting crash reports involving its Autopilot and Full Self-Driving systems months late, violating a 2021 Standing General Order requiring timely reporting.
- Tesla says the delays resulted from a system error that it has since fixed; NHTSA will assess the cause, scope, and mitigation measures implemented by Tesla.
- This probe follows earlier NHTSA investigations in 2024 and early 2025 into Tesla’s Actually Smart Summon feature and fatal crashes under its Full Self-Driving system, highlighting ongoing regulatory scrutiny.
- Applied Intuition launched SDS, its most significant self-driving system for automakers, offering FSD-like capabilities to global OEMs
- The $15 billion company has been profitable since inception and is positioning itself for a future IPO by engaging institutional investors like BlackRock
- Operates as a dual-use provider, supplying both commercial automotive clients and defense branches with vehicle intelligence solutions
- Plans to partner with all major OEMs outside China, aiming to bolster Western automakers against the opaque and subsidized Chinese ecosystem
- William Blair’s Jed Dorsheimer found Tesla’s beta robotaxi in Austin more autonomous and comfortable than Waymo’s lidar-based service, with public rollout slated for September.
- Tesla’s vision-only tech stack is estimated to cost about one tenth that of Waymo and delivered rides at half the price of Uber in initial trials.
- The key risk is achieving Waymo-comparable safety using cameras alone, while disappearing regulatory tax credits pose a margin headwind.
- Tesla is introducing the Model Y L, a six-seat, longer-wheelbase variant (7-inch extension) of its popular Model Y SUV in China to counter intensifying local EV competition.
- The Model Y L measures 4,976 mm in length, offers a range up to 751 km, and delivers a peak power output of 340 kW (456 hp) with captain-style second-row seats and unique interior design features.
- Demonstration vehicles have been spotted at Chinese service centers, signaling an imminent launch, and the variant is planned for export to right-hand-drive markets like Australia starting in 2026.
- The launch aims to compete directly with domestic rivals such as Xiaomi’s YU7 and NIO’s Onvo L90 (which has ~60,000 pre-orders), addressing price war pressures in China’s EV sector.