“Tesla’s earnings hit a new low, with largest revenue drop in years”
https://www.theverge.com/news/712256/tesla-earnings-q2-2025-revenue-profit-elon-musk
Understanding Tesla's Current Stock Valuation
- Thread starter DwightFrye
- Start date
“Tesla’s earnings hit a new low, with largest revenue drop in years”
https://www.theverge.com/news/712256/tesla-earnings-q2-2025-revenue-profit-elon-musk
Yeah it WAS the most profitable auto maker. I was trying to show that indeed GM and others are actually profitable on their ev's. Q2 this year has been a disaster for Tesla and I don't think they're done yet. I think it's comical that only a few months ago Musk said that Tesla would be fine without the federal ev credit. Now he's singing a different tune.
+1 For me I love playing it with buying Put spreads. Especially when I get in them before days like yesterday.
Musk mentioned a couple of days ago that he only owns 13% of Tesla's stock. It sounds like he's actually concerned about being replaced at this point.
Yes! I found that interesting! Im not sure why he said it, maybe to diffuse the anti Musk stuff around the world.
Dont get me wrong 13% is still a lot but it did seem like he was making a case for himself to remain CEO
If you remember he was thrown out as what became PayPal when he was CEO. They waited until he went on vacation and told him he was being replaced.
"What followed was one of the nastiest coups in Silicon Valley's long, illustrious history of nasty coups. A small group of X.com employees gathered one night at Fanny & Alexander, a now defunct bar in Palo Alto, and brainstormed about how to push out Musk."
Here is the story-
https://www.snopes.com/fact-check/was-elon-musk-fired-from-paypal/
I do want to say, I think Musk is a can do person, visionary. Im glad he is here in the USA. I do think there comes a time when he does start up a company or invent something, in time the reins best left to another so he can focus on his next "vision"
I think he has too many things (current day) going on and cant focus. I also suspect, he is someone who maybe doesnt take advice from others seriously within his own companies. (kind of based on the PayPal story and media though)
Also, granted, without him at the helm the stock MIGHT crash. Keep in mind its LOFTY valuation (understatement) is because his followers believe he will produce a self driving car that a consumer can own and have work autonomously while the owner is home and the car making money as an self driving "UBER" Without that lofty valuation from the shareholders they may not have had the capital to venture into these waters and others like robots.
I agree with everything you said. IMO the man is brilliant, however due to his unfortunate illness he has to be kept on a short leash for lack of a better term. I think long term the best thing for Tesla is to replace him. He can keep busy with other ideas and starting other businesses.
My dad has wanted me to work for Tesla for a long time. I'm seeing many people coming forward about the toxic work environment. One engineer just won a lawsuit against Tesla after she was fired for no reason. She went directly to Musk about issues with their floormats. Apparently Musk is very vindictive and doesn't really want to hear about problems at Tesla. After talking with an employee at a local Tesla repair shop the lady told me that "Yeah they hire differently " then rolled her eyes.
He talked Las Vegas into handing The Boring Co a ton of cash but with very little to show for it.
Most tunnels now completed however it is constantly expanding.
Also this was a private venture. No public money was used and why the project is moving along with no federal oversight which concerns some, yet for others, no government red tape.
https://www.reviewjournal.com/local...park-mgm-t-mobile-vegas-loop-station-3389808/
Im kind of impressed, and didnt even know all this stuff going on.
https://www.boringcompany.com/projects
A friend's son works for Apple and went on an interview to work for Tesla and met with Musk. He stayed with Apple.
I was referring to the news regarding Tesla, GM and other's futures. Certainly Tesla has had serious troubles, self inflicted and competition in the past year and will continue through the next few quarters, at least.
TSLA has recovered about 5% so far today. The rollercoaster continues, but it still dominates the auto market cap because Tesla is considered a tech company that makes cars. Tech is where it's at, current and long term. That's the numbers.
You just made my point. Variable profit is not profit; if only covers fixed costs. Ms Barra is playing with terms to impress the less knowledgeable. And with the loss of the tax credit, EV sales will tend to drop which will hurt the variable profit. Variable profit is basically manufacturing profit, which is highly dependent on economies of scale affecting materials and labor costs.
Years ago I met with Tesla's CIO, Jay Vijayan, at Microsoft in Redmond to discuss Musk's custom manufacturing software iniatives. I discussed the MRP 2 solution (capacity planning) I had authored; I was offered a job. Microsoft warned me to not take a Tesla job because it was a sweatshop. I am friends with the ex Tesla CIO to this day.
Most profitable US automaker refers to margins, not pure dollars. I imagine Tesla still is, but haven't review the numbers.
It doesn’t matter what you consider a Tesla, a tech company or a car company.
You constantly separate GM automobile business into electric vehicle and gas vehicle.
Yet when Tesla does bad you ignore the fact that automobiles are their major business
Bottom line is the bottom line.
General Motors constantly turns a profit, they blew away last year’s numbers as I’ve already posted.
You can’t ignore it and you can’t twist words from the CEO because you constantly insist on discussing their electric vehicle business and not the company as a whole
But you refer to Tesla as a company as a whole by saying they are a technology company not just a company
Well, General Motors is a car company and you don’t get to select which engines are in which cars that are selling
General motors makes vehicles.
Post in thread 'Understanding Tesla's Current Stock Valuation'
https://bobistheoilguy.com/forums/t...s-current-stock-valuation.367942/post-7314293
Here is some knowledge for you
Post in thread 'Understanding Tesla's Current Stock Valuation'
https://bobistheoilguy.com/forums/t...s-current-stock-valuation.367942/post-7314293
I never said Tesla is doing well in the current market; it's evident they have made strategic mistakes, and the competition has grown.
Nor do I expect Tesla to recover in the near term. Do I think they are poised to do well in the long term? Yes, but that's just my opinion.
AG, isn't this the stock valuation thread?
There's plenty they can do. For example, from my understanding, the current RWD Y has the premium sound system while the RWD 3 does not. It's the ONLY thing that disappoints me about my car and when my lease is up I want to get a different Tesla with the premium sound system. Also, cloth seats. Maybe manual liftgate/trunk and manual folding seats? Cheaper wheels? It's all a few bucks here and there but at scale I'm sure it adds up. But the big thing they can do would be either a smaller battery or an LFP battery (if they can get one from within the US as not to pay tarriffs). GM will have LFP in the Boltium next year... If Tesla wants to start selling a cheaper Y now they can just use a smaller NCM pack for now then start selling them with an LFP pack later. They'll probably also software-limit it to slower acceleration and offer a performance boost software upgrade later. After all, I don't think it's much cheaper to make it slower with the motor technology they have, but even the cheapest Teslas on offer now are faster than almost every other similarly priced car. Our Equinox EV is much slower than my Tesla and even that is plenty fast enough so Tesla can offer a slower car if they wanted to. I also think a Standard Range 3 would make sense. I would have happily saved a few thousand bucks for less range. 363 miles of range (290 at 80%) on my Model 3 is insane. My Bolt and Prologue only had like 200 mi at 80% and it was never an issue.
We can agree. They can certainly do well if they could get this self driving technology to the point promised many years ago where somebody can buy a Tesla and have it work for the owner and make money as an Uber while they are at home.
That could be another decade down the line and I would have to wonder who else might come along
