TESLA Q1 2025: The Make-or-Break Earnings Call That Will Shock Investors
This Isn’t Just Another Earnings Call – It’s Tesla’s Fight for Survival
Buckle up, because Tesla’s Q1 2025 earnings report is about to hit Wall Street like a Category 5 hurricane. We’re not talking about your typical “beat/miss” snoozefest – this is a full-blown corporate THUNDERDOME where Tesla must prove it’s still in the EV game.
“Tesla is facing the lowest margin expectations this quarter in 12 years.”
Adam Jonas, Morgan Stanley
The 5 Explosive Questions Tesla MUST Answer
- Can they stop the bleeding? With margins worse than Volkswagen and $25.7B → $21.4B revenue freefall
- Will Musk focus on cars or politics? DOGE duties vs. Tesla’s survival isn’t a part-time job
- Where’s the growth? 336,681 deliveries is their worst quarter since 2023 – where’s the rebound?
- Robotaxi reality check: Austin launch in June? With what vehicles? What regulations?
- China catastrophe: Can they stop BYD from eating their lunch in the world’s biggest EV market?
The 3 Hidden Landmines No One’s Talking About
While Wall Street obsesses over delivery numbers, these silent killers could detonate Tesla’s future:
1. The $25,000 EV Ghost: Tesla insiders whisper the affordable EV is DEAD – while BYD floods markets with $18,000 models.
2. AI Supercomputer Shuffle: Dojo disappeared while Cortex gets all the love – what happened to their FSD moonshot?
3. Optimus Overpromise: Humanoid robots doing “boring tasks” in 2025? We’ll believe it when we see it.
Musk’s “Code Red” Moment
Wedbush’s Dan Ives isn’t mincing words: Tesla needs its CEO back FULL-TIME. Every minute Musk spends at DOGE is another Tesla investor jumping ship.
“Musk is facing a Code Red Situation… Tesla brand must cease to be a political talking point.”
Dan Ives, Wedbush
How to Watch the Financial Fireworks
Mark your calendars for 2:30 pm PT / 5:30 pm ET – this earnings call will be must-see TV for anyone in tech, finance, or politics. Tune in via:
- Tesla Investor Relations
- Major financial networks
- Musk’s favorite platform (you know the one)
Bottom Line: This isn’t about numbers – it’s about whether Tesla can still compete when the world’s turned against them. The clock starts NOW.