This is a company with a market cap which <checks notes> is larger than the next half dozen automakers combined. Okay.
hsg8 on
Look at Operating Margins. Down by 42% y/y and is at ~4%. That’s where automobile industry operates.
Welcome to reality, Tesla ! That’s also a reason, as many analysts had explained previously, why Apple dropped Car making idea. It’s a tough business with paper thin margins but huge investments and regular CapEx for upgrades
DressLikeACount on
Tesla bag holders don’t know how to read an earnings report.
slowlybecomingsane on
I dare say his recent political endeavours have not been great for the brand
Frogophile on
Repost this on r/wallstreetbets. It would be interesting to see the reaction.
Technoist on
So a large part of the profit is “Other income“, is that Muskovy transfering money from his own bank account to cover up?
IAmWeary on
Which of these categories had hundreds of millions of dollars of ketamine lumped into it?
Romanizer on
They must have really good accountants to still show a profit for the quarter.
VicenteOlisipo on
400 million in tax feels rally low at these scales
xxlordxx686 on
And yet the stock goes up by 15%
vttale on
Huh, for all the noise made about how regulatory credits were a large part of how they made their money, this conveys a very different perspective
LDarrell on
Elon Musk is doing to Tesla what Mike Lindell did to his ‘My Pillow’ company. Maybe supporting Trump is not good for business.
blackdog543 on
Auto sales down 15%.
Revenue down 12%.
BUY BUY BUY….lol.
haddelan69 on
1 trillion usd market cap btw
Ok-Age5784 on
Latest, I think you mean last?
dsaysso on
my hot take. teslas battery charging station network makes it profitable.
midgaze on
Wonder what the tipping point will be when everybody just dumps this load of crap.
Exatex on
that pays 12 AI engineers for a year at meta
IceShaver on
So half its profit is from bitcoin appreciation and interest on cash that generous investors have given to Tesla for free. The rest is mainly coming from regulatory credits which is going to 0 soon. Barely 200mm profitable on the remainder core business.
With energy being its highest margin business, cuz they can charge whatever they want cuz there’s no competitors in the US, they are basically net negative on the rest of the business. Confirmed Tesla is not a car company.
valmao on
Supercharger is hidden underneath the “service”. 17% growth. Very profitable business.
dmk_aus on
So if you look at the car revenue only, they made 0.9B before tax, but 0.4B was gifts from the government. So if they lose the credits the car businesses profits halve.
OneTreePhil on
Where is Musk’s pay package in all of that?
faur217 on
What is other income +1500%?
That gives 25% of the net profit
Stabbara on
I always wondered what software/ app do you guys use to make such nice graphs ?
![[OC] How Tesla earned its latest Billion](https://www.byteseu.com/wp-content/uploads/2025/07/xnxo7zwtzref1-1536x960.jpeg "[OC] How Tesla earned its latest Billion")
25 Comments
Source: Tesla investor relations
Tool: [SankeyArt](http://sankeyart.com) sankey chart maker + illustrator
This is a company with a market cap which <checks notes> is larger than the next half dozen automakers combined. Okay.
Look at Operating Margins. Down by 42% y/y and is at ~4%. That’s where automobile industry operates.
Welcome to reality, Tesla ! That’s also a reason, as many analysts had explained previously, why Apple dropped Car making idea. It’s a tough business with paper thin margins but huge investments and regular CapEx for upgrades
Tesla bag holders don’t know how to read an earnings report.
I dare say his recent political endeavours have not been great for the brand
Repost this on r/wallstreetbets. It would be interesting to see the reaction.
So a large part of the profit is “Other income“, is that Muskovy transfering money from his own bank account to cover up?
Which of these categories had hundreds of millions of dollars of ketamine lumped into it?
They must have really good accountants to still show a profit for the quarter.
400 million in tax feels rally low at these scales
And yet the stock goes up by 15%
Huh, for all the noise made about how regulatory credits were a large part of how they made their money, this conveys a very different perspective
Elon Musk is doing to Tesla what Mike Lindell did to his ‘My Pillow’ company. Maybe supporting Trump is not good for business.
Auto sales down 15%.
Revenue down 12%.
BUY BUY BUY….lol.
1 trillion usd market cap btw
Latest, I think you mean last?
my hot take. teslas battery charging station network makes it profitable.
Wonder what the tipping point will be when everybody just dumps this load of crap.
that pays 12 AI engineers for a year at meta
So half its profit is from bitcoin appreciation and interest on cash that generous investors have given to Tesla for free. The rest is mainly coming from regulatory credits which is going to 0 soon. Barely 200mm profitable on the remainder core business.
With energy being its highest margin business, cuz they can charge whatever they want cuz there’s no competitors in the US, they are basically net negative on the rest of the business. Confirmed Tesla is not a car company.
Supercharger is hidden underneath the “service”. 17% growth. Very profitable business.
So if you look at the car revenue only, they made 0.9B before tax, but 0.4B was gifts from the government. So if they lose the credits the car businesses profits halve.
Where is Musk’s pay package in all of that?
What is other income +1500%?
That gives 25% of the net profit
I always wondered what software/ app do you guys use to make such nice graphs ?