To: Johnny Canuck who wrote (64702 ) 7/23/2025 3:36:28 AM From: Johnny Canuck Read Replies (1) | Respond to >>>>>>>>>>>>>barrons.com $0.39–$0.40 EPS on $22.1–$22.2?billion in revenue , down substantially from last year’s $0.52 EPS and $25.5?billion in sales—reflecting a ~13.5% drop in vehicle deliveries (around 384,000 units) Indiatimes+2Barron's+2Barron's+2 .AI ventures —including robo-taxis (an Austin pilot is underway) and sleek humanoid robots expected in 2026 Barron's+5Barron's+5Indiatimes+5 .sleeping at Tesla HQ , a move meant to restore investor confidence as he balances Tesla and political ambitions—including crafting a new party and clashing with Trump Omni Ekonomi+5Barron's+5Indiatimes+5 . His political profile remains a flashpoint for brand and stock sentiment.Bitcoin holdings (˜11,500?BTC) rebounded during Q2, potentially adding around $300 million to its balance sheet—though mostly excluded from non-GAAP profits SvD.se+2Barron's+2Indiatimes+2 .~7% swing in TSLA shares after earnings—mirroring the ~11% average moves seen over the past four quarters Barron's .EV margin support , but many now see it pivoting to future tech—robotaxis and humanoid robots—as the next growth engine The Times+1Investors+1 .Earnings drop EPS and sales down sharply YoY Tax & tariff risk EV credit loss & storage tariffs weigh AI lines Key updates on robo-taxis, humanoids Musk’s role Political distractions vs. renewed HQ presence Crypto boost Bitcoin gains may mildly offset earnings decline Stock reaction Expect ~±7% earnings volatility
Bottom line:
