✅ Earnings and EPS (earnings per share) forecast
▪Expected ️ revenue: $24.7 billion
▪ Expected EPS for the ️: $0.62
▪Year-ago quarter ️: $24.9 billion
▪ Year-ago quarter EPS for the ️ was $0.91
✅ Automobile sector
▪Number of vehicles delivered in the second quarter of the ️: 443,956 vehicles (beyond expectations)
▪Number of ️ production: 410,831 units
▪️ Model 3/Y Number of deliveries: 422,405 units
▪️ Number of other models delivered: 21,551 units
▪Number of deliveries subject to ️ operation lease accounting: 2% of the total
✅ Energy storage business
▪️ Q2 energy storage product batch: 9.4 GWh (record high)
▪ Forecast to reach 100 GWh by 2028 ️ (three years earlier than previously predicted)
▪ Value per share for ️ Energy Business: $50 (previously $36)
▪️ Total Energy Business Value: $183 billion (previously $131 billion)
▪ Margin for ️ energy business is higher than for solar and automotive businesses
✅FSD (Full Self-Driving) and Robotaxi
▪Expect to provide specific figures on FSD adoption rate in ️
▪ ️ Key roles in Tesla AI and robotics strategies
✅Optimus Robot
▪Expect details on the timing of commercial use of ️
✅ Other key matters
▪️ operating margin fell to 5.5% (1Q)
▪Main concerns of ️: Possible disruptions in the semiconductor industry, impact of the U.S.-China trade war
▪️ Elon Musk’s political participation and subsequent possible backlash against Tesla
✅ Profitability and operating margin
▪️ EV price cuts have led to a drop in operating margins in the first quarter, and attention is being paid to whether or not it will improve in the second quarter
✅ Political background
▪ Interest in the impact of the geo-political background of ️ Semiconductor’s export control and U.S.-China relations on Tesla’s supply chain
✅ Stock related information
▪ Automotive stocks closely linked to ️ Tesla shares: Rivian (#RIVN), Lucid Group (#LCID), Ford (#F)
▪ Nvidia (#NVDA) that supported ️ Tesla’s AI cluster expansion
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