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A lot of bad news - Total revenue fell by 12% year-over-year (16% contraction in the core automotive segment) - Operating margin fell to just 4.1% (was 6.3% a

A lot of bad news - Total revenue fell by 12% year-over-year (16% contraction in the core automotive segment) - Operating margin fell to just 4.1% (was 6.3% a year ago) - For a second straight quarter, production significantly outpaced deliveries. Global unsold inventories now at 24 days of supply (was 18 days a year ago) - Free cash flow collapsed by nearly 89.1% to just $146 million source: https://www.signalbloom.ai/news/TSLA/teslas-q2-revenue-drops-12-amid-margin-squeeze-pivots-to-ai-future https://www.signalbloom.ai/news/TSLA/teslas-q2-revenue-drops... (disclaimer: I run this)

financetechbro 1y ago
[flagged]
- deleted 1y ago
  [deleted]
bryanlarsen 1y ago
Despite all the bad news and missteps, Tesla is still profitable with tons of money in the bank. Lots of room to turn things around. The company is not going away any time soon. That trillion dollar market cap, OTOH? That seems super vulnerable.
- wredcoll 1y ago
  How much profit is from carbon credits?
  - akmarinov 1y ago
    $500 million
  - bryanlarsen 1y ago
    Carbon credits aren't profit, they're revenue. You have to ship a car to claim the credits, they're not free money.
rtkwe 1y ago
I'm surprised the product backlog is so thin and I'd love it if they had broken that out. Months back there were seemingly huge backlogs of Cybertrucks piling up all over the place for example and I wonder if they are still piling up.
- toomuchtodo 1y ago
  https://electrek.co/2025/07/02/tesla-confirms-cybertruck-sales-are-down-to-just-5000-units/ https://electrek.co/2025/07/02/tesla-confirms-cybertruck-sal... > Tesla has confirmed through its delivery report that Cybertruck sales have now dropped to ~5,000 units per quarter. > After planning for a production capacity of over 250,000 units per year, Tesla is currently selling the pickup truck at a rate of ~20,000 units annually.
  - barbazoo 1y ago
    Was Cybertruck supposed to be a Mars vehicle first and consumer car second or vice versa or not related at all? I’m imagining Musk seeing the need for a Mars vehicle and gambling that maybe people on earth will like it too. In that context the whole debacle seems less severe.
    - esseph 1y ago
      No.
    - Freedom2 1y ago
      How do you charge it on Mars?
      - cyberge99 1y ago
        Solar station.
      - rtkwe 1y ago
        If there are cars on Mars there's people and therefore power there too. It's completely unfit for purpose but Martian rovers will be electric if we ever go there that's guaranteed.
saaspirant 1y ago
No wonder they have opened a showroom in India
- decimalenough 1y ago
  Teslas are stupidly unaffordable for the average Indian, especially with the 100% tariff currently in place for non-Indian car imports. There has been talk for years of Tesla opening a local factory, but this remains just talk.
  - freeopinion 1y ago
    I doubt that Tesla intends to market to the average Indian. I'm not sure it has reached out to the average American, yet. I think it has, but only at the bottom of its target market.
    - decimalenough 1y ago
      Oh, I'm sure it doesn't, but my point is that there's no way sales in India will have a meaningful impact on Tesla's bottom line anytime soon.
      - freeopinion 1y ago
        Obvious math: Population of US: ~340M 1 percenters of US: ~3.4M 1% of 1 percenters of US: ~34K Population of India: ~1.4B 0.1 percenters of India: ~1.4M 1% of 0.1 percenters of India: ~14K So if you only target the extreme top of the wealth demographic in India, the numbers still matter. If you somehow convinced 1/2 of 1% of the millionaires in India to purchase a Cybertruck and donate it to a local mobile health clinic, you would increase global sales of Cybertrucks by 100%. Is there any way sales in New Mexico will have a meaningful impact on Tesla's bottom line? West Virginia? South Carolina? There are more Tesla dealerships in New Mexico than in all of India.
  - spacemadness 1y ago
    Teslas are unaffordable for the average American as well. Assuming we consider buried in debt for 5+ years unaffordable.
financetechbro 1y ago
@dang - why did my other comment asking about hallucinations get flagged? It was a genuine question

financetechbro 1y ago

[flagged]

deleted 1y ago
[deleted]

bryanlarsen 1y ago

Despite all the bad news and missteps, Tesla is still profitable with tons of money in the bank. Lots of room to turn things around. The company is not going away any time soon. That trillion dollar market cap, OTOH? That seems super vulnerable.

wredcoll 1y ago
How much profit is from carbon credits?
- akmarinov 1y ago
  $500 million
- bryanlarsen 1y ago
  Carbon credits aren't profit, they're revenue. You have to ship a car to claim the credits, they're not free money.

rtkwe 1y ago

I'm surprised the product backlog is so thin and I'd love it if they had broken that out. Months back there were seemingly huge backlogs of Cybertrucks piling up all over the place for example and I wonder if they are still piling up.

toomuchtodo 1y ago
https://electrek.co/2025/07/02/tesla-confirms-cybertruck-sales-are-down-to-just-5000-units/ https://electrek.co/2025/07/02/tesla-confirms-cybertruck-sal... > Tesla has confirmed through its delivery report that Cybertruck sales have now dropped to ~5,000 units per quarter. > After planning for a production capacity of over 250,000 units per year, Tesla is currently selling the pickup truck at a rate of ~20,000 units annually.
- barbazoo 1y ago
  Was Cybertruck supposed to be a Mars vehicle first and consumer car second or vice versa or not related at all? I’m imagining Musk seeing the need for a Mars vehicle and gambling that maybe people on earth will like it too. In that context the whole debacle seems less severe.
  - esseph 1y ago
    No.
  - Freedom2 1y ago
    How do you charge it on Mars?
    - cyberge99 1y ago
      Solar station.
    - rtkwe 1y ago
      If there are cars on Mars there's people and therefore power there too. It's completely unfit for purpose but Martian rovers will be electric if we ever go there that's guaranteed.

saaspirant 1y ago

No wonder they have opened a showroom in India

decimalenough 1y ago
Teslas are stupidly unaffordable for the average Indian, especially with the 100% tariff currently in place for non-Indian car imports. There has been talk for years of Tesla opening a local factory, but this remains just talk.
- freeopinion 1y ago
  I doubt that Tesla intends to market to the average Indian. I'm not sure it has reached out to the average American, yet. I think it has, but only at the bottom of its target market.
  - decimalenough 1y ago
    Oh, I'm sure it doesn't, but my point is that there's no way sales in India will have a meaningful impact on Tesla's bottom line anytime soon.
    - freeopinion 1y ago
      Obvious math: Population of US: ~340M 1 percenters of US: ~3.4M 1% of 1 percenters of US: ~34K Population of India: ~1.4B 0.1 percenters of India: ~1.4M 1% of 0.1 percenters of India: ~14K So if you only target the extreme top of the wealth demographic in India, the numbers still matter. If you somehow convinced 1/2 of 1% of the millionaires in India to purchase a Cybertruck and donate it to a local mobile health clinic, you would increase global sales of Cybertrucks by 100%. Is there any way sales in New Mexico will have a meaningful impact on Tesla's bottom line? West Virginia? South Carolina? There are more Tesla dealerships in New Mexico than in all of India.
- spacemadness 1y ago
  Teslas are unaffordable for the average American as well. Assuming we consider buried in debt for 5+ years unaffordable.

financetechbro 1y ago

@dang - why did my other comment asking about hallucinations get flagged? It was a genuine question