TSLA — Q2 2025 Earnings Call
Consumer CyclicalTesla Inc. • Reported: 2025-07-22
EPS Actual
$0.68
Est. $0.62
▲ Beat
Revenue Actual
$26.1B
Est. $25.8B
▲ Beat
Overall Result
Double Beat
EPS + Revenue vs. estimates
Period
Q2 2025
FY2025 • Reported 2025-07-22
Executive Summary
Tesla reported Q2 2025 revenue of $26.1 billion, rebounding from a weak Q1. Vehicle deliveries grew 8% QoQ to 462,000 units. The Austin robotaxi service launched in June as planned, operating in a limited geofenced area. Energy segment continued its strong growth.
Key Highlights
Revenue
positive
Revenue rebounds
Q2 revenue of $26.1B beat estimates, growing 8% QoQ as deliveries recovered.
Autonomy
positive
Robotaxi launches in Austin
Tesla launched its autonomous ride-hailing service in Austin in June, operating within a geofenced area.
Deliveries
neutral
Deliveries recover
Vehicle deliveries of 462,000 grew 8% QoQ, though still below year-ago levels.
Energy
positive
Energy keeps surging
Energy storage deployments hit a new record of 12.4 GWh, with revenue growing 85% YoY.
Direct Quotes
EM
Elon Musk
CEO • Robotaxi
"The Austin robotaxi service is live and the feedback has been incredible. This is the beginning of a transportation revolution."
VT
Vaibhav Taneja
CFO • Recovery
"We saw a meaningful recovery in deliveries and improved margins compared to Q1."