728x90
반응형
🚗 Tesla Q1 2025 Earnings Report & Elon Musk's Key Comments
📉 Earnings Overview
- Net Income: $409 million, a 71% decrease year-over-year
- Revenue: $19.34 billion, down 9% from the previous year (below Wall Street’s estimate of $21.37 billion)
- Earnings Per Share (EPS): $0.27, missing the forecasted $0.43
- Vehicle Deliveries: 336,681 units, a 13% decline from the same period last year
📞 Highlights from the Earnings Call
- Reduced Role in DOGE: Elon Musk announced he will significantly reduce the time he spends on the Department of Government Efficiency (DOGE) starting in May. Most of the department’s foundational work is now complete, and he plans to contribute only 1–2 days a week moving forward, refocusing his attention on Tesla.
- Political Backlash Impact: Musk acknowledged that political controversies surrounding him negatively affected Tesla’s performance, contributing to a decline in vehicle demand.
- Future Plans:
- Tesla will launch a budget-friendly Model Y in the first half of 2025.
- A self-driving robotaxi service will begin pilot operations in Austin by June.
- Progress toward full autonomous driving is expected by mid-2026.
- Robotaxi Initiatives: A limited rollout of robotaxi fleets in select U.S. cities is planned for late 2025, featuring fully autonomous vehicle capabilities.
- Energy Division Performance: Revenue from Tesla's energy storage segment rose 67% year-over-year to $2.73 billion, partially offsetting declines in its automotive business.
🗣️ Summary of President Donald Trump's Interview (April 22, 2025, 6:10 AM ET)
President Donald Trump addressed several key topics in a morning interview:
- Federal Reserve Chair: Trump stated he has no intention of removing Jerome Powell as Chair of the Federal Reserve. The reassurance helped calm market concerns following his earlier criticisms of Fed policy.
- Trade Negotiations: Trump revealed that trade negotiations—including those with China—are progressing well, and that 18 trade proposals have been formally documented. This news lifted investor sentiment and supported the day’s market rebound.
- International Relations: Trump emphasized ongoing efforts to strengthen defense and energy ties with India, with a goal to expand bilateral trade to $500 billion by 2030.
- Upcoming Diplomatic Agenda: In mid-May, the President plans to visit Saudi Arabia, Qatar, and the United Arab Emirates to discuss economic and security partnerships in the Middle East.
These announcements and developments had a favorable impact on market sentiment, with Tesla shares rising approximately 9% in after-hours trading following the earnings release.
728x90
반응형