Tesla's Q3 profits missed expectations, but revenue hit a record high with strong deliveries. Tesla's focus on full self-driving and robotaxis aims to transform transportation.
Tesla's stock slump after hours on Wednesday followed a disappointing earnings report and a dearth of commentary regarding demand for the company's electric vehicles. CEO Elon Musk spent the earnings call touting the company's Robotaxi and Optimus efforts without addressing the auto business fundamentals.
Tesla, Inc. (NASDAQ:TSLA ) Q3 2025 Earnings Call October 22, 2025 5:30 PM EDT Company Participants Travis Axelrod - Head of Investor Relations Elon Musk - Co-Founder, Technoking of Tesla, CEO & Director Vaibhav Taneja - Chief Financial Officer Ashok Elluswamy - Executive Officer Micheal Snyder - Vice President of Energy & Charging Conference Call Participants Emmanuel Rosner - Wolfe Research, LLC Dan Levy - Barclays Bank PLC, Research Division Walter Piecyk - LightShed Partners, LLC Colin Rusch - Oppenheimer & Co. Inc., Research Division Presentation Travis Axelrod Head of Investor Relations Good afternoon, everyone, and welcome to Tesla's Third Quarter 2025 Q&A Webcast. My name is Travis Axelrod, Head of Investor Relations, and I'm joined today by Elon Musk, Vaibhav Taneja and a number of other executives.
Tesla's third-quarter earnings miss expectations because of increased costs. Oil prices spike on the White House's sanctions on Russia.
Tesla reported mixed third quarter results on Wednesday after the bell as the company forges ahead in a post-EV tax credit environment, with investors eyeing Robotaxi progress. Here are the top 3 takeaways from the company's earnings report.
Elon Musk wants investors to know Tesla is an AI company.
Tesla, Inc. reported mixed Q3 results and triggered a negative market reaction. I continue to believe in Tesla's longer-term growth story, but I fail to see near-term catalysts for the company and hence don't think this pullback is the time to add. Instead, I'm downgrading TSLA stock to a Hold, as I see long-term upside due to Tesla's long-term prospects in AI, robotics, and energy remaining compelling.
Tesla's record sales quarter has offered the company a reprieve after a terrible start to 2025. But CEO Elon Musk is focused on building a “robot army” and making good on his years-long, unfulfilled promise of self-driving cars — tasks he needs to accomplish if he is to unlock the full value of the $1 trillion compensation package that Tesla wants to award him.
Tesla (TSLA) came out with quarterly earnings of $0.5 per share, missing the Zacks Consensus Estimate of $0.53 per share. This compares to earnings of $0.72 per share a year ago.
Tesla will host its earnings call at 5:30 p.m. EDT on its investor relations website.
CNBC's Phil Lebeau reports on Tesla's third-quarter earnings results.
Tesla delivered a record number of vehicles in the third quarter of 2025, thanks in large part to a rush of customers in the United States who took advantage of the expiring federal EV tax credit. But that record quarter did not lead to greater earnings.