$Tesla(TSLA.US)

📊 Tesla Q2 Earnings: Key Points

Release: Wed, July 23 ， EDT

🔍 Expectations:

Revenue: $2.21B–$2.28B (↓9–12% YoY)

EPS: $0.39–$0.43 (↓20–23% YoY)

Deliveries: 384K (↑14% QoQ, ↓13.5% YoY)

🐂 Bull Case:

Robotaxi: Austin live; SF expansion pledged post-approval.

Margins: Auto gross ↑ to 14% (Q1: 12.5%).

Model Q: Potential Q4 launch vs. BYD/VW.

🐻 Bear Case:

Policy: US tax credit phase-out + China/EU tariffs.

Musk: Brand boycotts; Germany share crash (4.1%→2.8%).

Cash Burn: Energy squeeze; credits ↓38% YoY.

💎 Catalysts:

Model Q: Q4 production/delivery confirmation.

2025 Growth: Reaffirm 1.06M H2 deliveries goal?

Energy Storage: 9.6 GWh deployed (↑20% YoY)

📌 Pro Tip: Drop your price target & thesis below!