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There's a great historical chart in the article: while the credits are a visible percentage of their revenue, I don't think you can go as far as "skating on reg

There's a great historical chart in the article: while the credits are a visible percentage of their revenue, I don't think you can go as far as "skating on regulatory credits for years". Although their absence will erase a lot of profit.

avgDev 1y ago
"Visible"? The carbon credit of $2.7 billion represented nearly 40% of their net income in 2024. 90% of the vehicles they sell also got the $7500 credit. They are in dire times.
0cf8612b2e1e 1y ago
For Tesla, regulatory credit sales alone have brought in $10.6 billion since 2019. There are some quarters, like earlier this year, where credit sales exceeded the company’s total net income — meaning the company would have lost money without them. Sounds like a pretty big problem to me.
- hnburnsy 1y ago
  >Sounds like a pretty big problem to me 2024 Revenue $97.69B Regulatory Credit Revenue $2.76B Net Income $8.40B Cash and Short-Term Investments $36.6B