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Will investors get hung up on Tesla’s present or buy into its hypey AI future?
Morgan Stanley analyst Adam Jonas, who has historically been quite bullish on Tesla, cautioned investors to hang on for some weak numbers. He also pitched a far rosier future though, calling AI a meteorite that Tesla will be a part of.
From his note, which was sent via email early this morning:
“While many investors would rather have Tesla keep their head down and just keep making cheaper EVs, this is not at all the strategy we think Tesla will pursue going forward.”
“If you ask the wrong question, the right answer is impossible.” This was Elon Musk’s response to my question 1 year ago (1Q24 call) when we asked how long it would take for their strongest Chinese competition to bring to market an affordable EV. We do not believe this sentiment has changed.
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Watch Tesla’s Q1 2025 earnings with TechCrunch!
Tesla fans and critics alike can get all the updates on the call by following this liveblog.
But if you’d rather hear directly from Elon Musk and other execs, there is a way to listen in. Tesla’s Q1 2025 earnings call is 2:30 pm PT / 5:30 pm ET. The public can listen along to the call by tuning in here, here, or on X. -
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What we’re watching for in Tesla’s Q1 earnings
This might be the most hyped Tesla earnings in recent memory. And not for all the right reasons, senior reporter Rebecca Bellan wrote earlier today. But as any follower of Tesla — and its action-packed earnings calls — knows, there may be some surprises that push the stock price higher. And often Elon Musk is the one behind them.
Check out this article for a recap on important financial figures and what we’re watching for. Hint: AI, cybercab, profit margins, and China to name a few.
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Tesla earnings wrap up: Elon Musk talks DOGE, Trump and tariffs, robotaxis, AI, and cheap EVs
Tesla earnings day is here, and boy oh boy, this one could be a doozy. In the past several months, one of the world’s largest EV makers has seen its market share fall. That’s partly because of increased competition in China, Europe, and North America. But it’s also due to CEO Elon Musk’s political alignment with President Trump and his activities under DOGE to slash federal jobs and insert his supporters into positions of power.
People have expressed their opposition to Musk and Trump through the Tesla Takedown protest movement; others have sold their Tesla vehicles and stock. Those actions are beginning to take a toll.
Tesla, and more specifically Musk, have tried to focus the conversation on the future — namely the promise of AI. Will it work? We’ll find out.
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