Tesla Q1 2025: Over 362k Produced, 336k Delivered! Earnings Call April 22nd
Posted: Wed Apr 02, 2025 11:10 am
Over 362,000 vehicles produced in Q1 2025 despite Model Y line changeovers. Impressive, but is this sustainable given the lost production weeks? Will the new Model Y ramp be enough to offset future potential disruptions? I predict Q2 will be a blowout quarter, surpassing 400,000 deliveries. What are your thoughts? Is this overly optimistic, or are we underestimating the demand and Teslas production capabilities? The 10.4 GWh energy storage deployment is also intriguing. Is Tesla quietly becoming an energy giant? How significant will this sector be to Teslas overall valuation in the coming years? Let the discussions begin. April 22nd earnings call cant come soon enough.