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Tesla can be in trouble. Investors and fans have a more clear photo this Wednesday, July 23 is no doubt that the heart’s business is facing the significant head. The electric vehicle pioneer is expected to post a 13 per cent drop in revenue and 25 percent sets in share. But if you just want Musk on the earnings call, you wouldn’t even hear the word “car”.
Instead, wait a full-court picture in robotaxis and artificial intelligence. Tesla launched a short-limited service in Austin, Texas, Austin, a wife pushes as the first step of the compliance full of the techniques are already by handing as a shanchrough
But numbers tell a different story. The selling of the GLUBAL vehicle of Tesla is falling more than 13 per cent in Q2. The Federal Credit Expiration of $ 7,500 tax on 30 September Large September. The new “Trump management administration, a beautiful” is killing regulatory credits and the emissions that once funneled billions in tesla cash flow. The company’s US advantage is erreding, fast.
Analysts to America’s bank, Pipler Sandler, and Wedbush are all expectations, Case files, and the end of the IV. While Tesla will always win by regulatory credits this year, that income flow is closed. Without a government support or a serious remain in question, it is not clear what is left to support the maximum company’s mass, beyond the hype ai.
The disconnect between Tesla performance and their perception is starred. America’s analysts recently noticed that q2 earnings are “likely to be challenge”. This is typically shipping. The most positive “shift, citing. That pic proof, wrote, they have giving you more confidence in the promise of the joint to drive a full self-driving at the end of 2025.
This feeling is ejected across the financial world. The conversation is no longer than the vehicle margins oi shipping numbers. Only, as the pedery analyzers the damage the damage the initiatives of Tesla will be “front and center for investors.” The earnest call will not be shortened by the details about the model, but with any thing Tesla investment in Musk’s other Venturi, Xai, and Progress on the Autonomous front.
The quiet shop shaking don’t want to say aloud is this: Ev market in the US is the refresh. The prices are too high, charge infrastructure is still missing, and the consumer’s anxiety is in growth. Also, the neighboring alliance of the musk with trump administration is disabled a lot of progressive buyers that once the question.
So the company is trying to change his / her sales history for Software Sales; by cars to autonomy; from hardware to hope.
Tesla rating is always owned by belief. The belief that the complete guidance is right around the corner. That robotaxis rapidly scale. May the muscles can bring on the promises where other automobiles and labs have failed. But he believey is not inn and in some point, the fundaments have been to importance.
Wednesday call, I felt you from vision only autonomy, FSD Timelines, and “the future of mobility.” I could not hear about decaying sellers, the missed delivery targets, or tightening margins. Investors have to hear what the avoids of heavily as what it says. Musk probably reiterate his belief that Tesla will get a little press at the end of the end of 2025.
The technician mogul can also use the call to link more attractive to Xai, the Starcup who founded as a rivail to open. There is growing growing that the Tesla, data infrastructure, the talent could be used to proceed to the development of XAI. That narrative plays well with technical investors and distracting to fall in the evil questions. But hope doesn’t pay the bills. If the robotxi project is stalling, or if consumers only lose interest, theesa may have little left to fall.
The question now is not if Robocaxis will come, but be to get enough fast to save the tesla’s degree business. What made you successful tesa in the past was a combination of timing, subsidizes, and an early advantage. All those are fading. The new company’s new advantage is the narrative control.
The car business is real. The problems are real. Earnings will say that story. But any one ever want to hear?
