On Tesla's latest earnings call investors will be looking for signs on what may impact the company's future- including backlash against the Tesla brand, Elon Musk's DOGE run, and the timeline for rolling out affordable EVs.
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00:00Things haven't been looking great for Tesla this year, but this earnings release will finally offer a glimpse into how the company is performing financially.
00:07Suspense has been building ahead of the call, with investors and fans hoping to get some key updates from Elon Musk.
00:12And there's an added layer of mystery, with Tesla referring to its usual follow-up earnings call as a company update.
00:18Here are six things to look out for after the earnings drop.
00:21The growing Tesla boycott movement has led to protests, vandalism, and pressure on owners to ditch the brand.
00:27Investors will want to know how the movement has actually impacted revenue and profit, and sales of products like the Cybertruck, which has become a frequent target of vandalism and harassment.
00:36Doge has an end date of July 4th, 2026, but rumors have been swirling about Musk ending his time early.
00:44While some think the damage from his political involvement has already been done, others think that him leaving would be a positive thing for Tesla.
00:51Tesla was supposed to start production for a cheaper EV in the first half of 2025.
00:55That would mean June by the latest.
00:58Analysts have said that deadline was crucial, especially given the company's aging car lineup.
01:03Now, the company is reportedly delaying production of a sub-30k vehicle until next year.
01:08Tesla also has a June deadline for the launch of its Robotaxi service in Austin.
01:13The Robotaxi rollout doesn't help the company's aging car lineup, but it's an important step forward in Tesla's push for an autonomous ride-hailing service, which has been a main focus for the company.
01:23Musk said during a surprise all-hand staff meeting last month that Tesla hopes to produce around 5,000 Optimus robots this year.
01:30Even if it's not driving major revenue for the company, Wall Street will still want to see that it's on track.
01:35During Tesla's last earnings call, the CFO said that Trump tariffs would impact its business and profitability.
01:41Even if Tesla's in a better position than some of its competitors, like GM or Ford, investors will still want to know how tariffs to impact its business.
01:49Musk said in a different place.
01:51Maurice Broadly.
01:54I decided to open business.
02:00I also did make the first positive positive solutions.
02:04Of course, the145 people