SamSue
01-29 09:59

Tesla earnings summary by X user Economyapp

Tesla Q4 FY25:

• Revenue -3% Y/Y to $24.9B ($0.1B beat).

• Gross margin 20% (+4pp Y/Y).

• Operating margin 6% (flat Y/Y).

• Capex -14% Y/Y to $2.4B.

• Free cash flow -30% Y/Y to $1.4B.

• Non-GAAP EPS $0.50 ($0.05 beat).

Tesla stocks was soaring after the latest earnings.

Tesla All-In on AI! Optimus Gen 3 Coming, the Right Bet?
Tesla (TSLA) reported a pivotal Q4: revenue fell 3% YoY—its first annual decline—yet EPS beat expectations, gross margin rebounded above 20%, and energy storage deployments hit a record 14.2 GWh (+29%). Operationally, Tesla is accelerating its AI roadmap: unsupervised Robotaxi trials began in Austin, Cybercab, Semi, and Megapack 3 are set for production this year, and Optimus aims to enter mass production by year-end. Management guided >$20B capex in 2026 Can Robotaxi and Optimus timelines materially change Tesla’s earnings narrative in 2026?
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