Well Q1 deliveries shouldn't r

Well Q1 deliveries shouldn't really be compared to prior quarters, since the automotive industry is highly cyclical and Q1 is always the lowest quarter. It is up on 2025 Q1 however. As far as Tesla capex splurge, there are good reasons for doing this now, not least the 100% depreciation in year 1. So I'm not really overly concerned about that decision. As to revenue, we are on the cusp of Cybercab rollout, and Robotaxis hold the promise of far eclipsing automotive revenue in the relatively near future, let alone the growth of Tesla Energy, because all those new Datacentres are going to need heaps of BESS to be able to guarantee that their ravenous energy requirements are not going to negatively affect their local grid.

Automotive Segment Pressures Emerge as "New Normal" for Tesla, Market Shifts Focus from Deliveries to Musk's Next Vision

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It is up on 2025 Q1 however. As far as Tesla capex splurge, there are good reasons for doing this now, not least the 100% depreciation in year 1. So I'm not really overly concerned about that decision. As to revenue, we are on the cusp of Cybercab&nbsp;rollout, and Robotaxis hold the promise of far eclipsing automotive revenue in the relatively near future, let alone the growth of Tesla Energy, because all those new Datacentres are going to need heaps of BESS to be able to guarantee that their ravenous energy requirements are not going to negatively affect their local grid.</p></body></html>","htmlText":"<html><head></head><body><p>Well Q1 deliveries shouldn't really be compared to prior quarters, since the automotive industry is highly cyclical and Q1 is always the lowest quarter. It is up on 2025 Q1 however. As far as Tesla capex splurge, there are good reasons for doing this now, not least the 100% depreciation in year 1. So I'm not really overly concerned about that decision. As to revenue, we are on the cusp of Cybercab&nbsp;rollout, and Robotaxis hold the promise of far eclipsing automotive revenue in the relatively near future, let alone the growth of Tesla Energy, because all those new Datacentres are going to need heaps of BESS to be able to guarantee that their ravenous energy requirements are not going to negatively affect their local grid.</p></body></html>","text":"Well Q1 deliveries shouldn't really be compared to prior quarters, since the automotive industry is highly cyclical and Q1 is always the lowest quarter. It is up on 2025 Q1 however. As far as Tesla capex splurge, there are good reasons for doing this now, not least the 100% depreciation in year 1. So I'm not really overly concerned about that decision. As to revenue, we are on the cusp of Cybercab rollout, and Robotaxis hold the promise of far eclipsing automotive revenue in the relatively near future, let alone the growth of Tesla Energy, because all those new Datacentres are going to need heaps of BESS to be able to guarantee that their ravenous energy requirements are not going to negatively affect their local grid.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/549164753675256","repostId":1143069356,"repostType":2,"repost":{"id":"1143069356","kind":"news","weMediaInfo":{"introduction":"Global Stock News First-Time Broadcast","home_visible":1,"media_name":"Stock News","id":"1036600163","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1775091118,"share":"https://ttm.financial/m/news/1143069356?lang=en_US&edition=fundamental","pubTime":"2026-04-02 08:51","market":"nz","language":"en","title":"Automotive Segment Pressures Emerge as \"New Normal\" for Tesla, Market Shifts Focus from Deliveries to Musk's Next Vision","url":"https://stock-news.laohu8.com/highlight/detail?id=1143069356","media":"Stock News","summary":"Tesla Motors continues to face increasing challenges in its core automotive business, even as CEO Elon Musk bets the company's future on artificial intelligence. Funding these ambitious AI...","content":"<p>Tesla Motors continues to face increasing challenges in its core automotive business, even as CEO Elon Musk bets the company's future on artificial intelligence. Funding these ambitious AI initiatives still relies heavily on revenue generated from vehicle sales, which are becoming more difficult to sustain. According to a survey of analysts, Tesla likely delivered approximately 372,160 vehicles over the past three months. While this figure represents an 11% increase compared to the same period last year, it remains on the lower end of the company's recent quarterly totals. Sales earlier last year were impacted by multiple factors, including consumer backlash related to Musk's political affiliations and production pauses due to updates for the popular Model Y. Analyst projections suggest deliveries will fall significantly short of the peak quarterly levels the electric vehicle manufacturer achieved in recent years, when volumes approached 500,000 units. With slowing global demand for electric vehicles and the current absence of federal tax incentives for plug-in cars in the U.S. market, Tesla is increasingly pivoting its focus toward artificial intelligence, autonomous driving, and robotics. A slowdown in delivery growth may become a persistent trend for the company. The start of the year has seen a potentially slow delivery pace for Tesla. The company is also phasing out its lower-volume luxury models, the Model S and Model X, further narrowing an aging product lineup amid growing global competition. Gene Munster, Managing Partner at Deepwater Asset Management, commented that demonstrating stable delivery figures without tax credits would be considered a success. He noted that investors will scrutinize this period's data to gauge true demand in the absence of such incentives. While Tesla's sales in Europe have plateaued at low levels early this year, its performance in China showed improvement. Preliminary data from the China Passenger Car Association indicated a 91% surge in exports from Tesla's Shanghai factory in February. Enthusiasm surrounding Musk's future business plans previously drove Tesla's stock to a record high in December, though shares have since given back some of those gains. Investors are increasingly looking past vehicle delivery numbers, prioritizing instead any signs of progress on projects like the Robotaxi, Cybercab, and the Optimus humanoid robot. As long as the electric vehicle business remains stable or grows modestly enough to support Musk's expanding AI ambitions, it is seen as beneficial. Garrett Nelson, Senior Vice President of Equity Research at CFRA, stated that he is watching whether the company can deliver on its ambitious product timelines. He is also monitoring Tesla's plans for increased capital expenditures. The focus is shifting from delivery volumes to larger strategic initiatives, such as the launch of Terafab and what Nelson described as a \"spending spree.\" Concerns about this surge in spending are influencing market sentiment toward the company.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Automotive Segment Pressures Emerge as \"New Normal\" for Tesla, Market Shifts Focus from Deliveries to Musk's Next Vision</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAutomotive Segment Pressures Emerge as \"New Normal\" for Tesla, Market Shifts Focus from Deliveries to Musk's Next Vision\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036600163\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock News </p>\n<p class=\"h-time\">2026-04-02 08:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla Motors continues to face increasing challenges in its core automotive business, even as CEO Elon Musk bets the company's future on artificial intelligence. Funding these ambitious AI initiatives still relies heavily on revenue generated from vehicle sales, which are becoming more difficult to sustain. According to a survey of analysts, Tesla likely delivered approximately 372,160 vehicles over the past three months. While this figure represents an 11% increase compared to the same period last year, it remains on the lower end of the company's recent quarterly totals. Sales earlier last year were impacted by multiple factors, including consumer backlash related to Musk's political affiliations and production pauses due to updates for the popular Model Y. Analyst projections suggest deliveries will fall significantly short of the peak quarterly levels the electric vehicle manufacturer achieved in recent years, when volumes approached 500,000 units. With slowing global demand for electric vehicles and the current absence of federal tax incentives for plug-in cars in the U.S. market, Tesla is increasingly pivoting its focus toward artificial intelligence, autonomous driving, and robotics. A slowdown in delivery growth may become a persistent trend for the company. The start of the year has seen a potentially slow delivery pace for Tesla. The company is also phasing out its lower-volume luxury models, the Model S and Model X, further narrowing an aging product lineup amid growing global competition. Gene Munster, Managing Partner at Deepwater Asset Management, commented that demonstrating stable delivery figures without tax credits would be considered a success. He noted that investors will scrutinize this period's data to gauge true demand in the absence of such incentives. While Tesla's sales in Europe have plateaued at low levels early this year, its performance in China showed improvement. Preliminary data from the China Passenger Car Association indicated a 91% surge in exports from Tesla's Shanghai factory in February. Enthusiasm surrounding Musk's future business plans previously drove Tesla's stock to a record high in December, though shares have since given back some of those gains. Investors are increasingly looking past vehicle delivery numbers, prioritizing instead any signs of progress on projects like the Robotaxi, Cybercab, and the Optimus humanoid robot. As long as the electric vehicle business remains stable or grows modestly enough to support Musk's expanding AI ambitions, it is seen as beneficial. Garrett Nelson, Senior Vice President of Equity Research at CFRA, stated that he is watching whether the company can deliver on its ambitious product timelines. He is also monitoring Tesla's plans for increased capital expenditures. The focus is shifting from delivery volumes to larger strategic initiatives, such as the launch of Terafab and what Nelson described as a \"spending spree.\" Concerns about this surge in spending are influencing market sentiment toward the company.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLI":"2倍做多TSLA ETF-ProShares","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","TSLP":"TSLA收益溢价策略ETF-Kurv","TSLQ":"2倍做空TSLA ETF-Tradr","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","TSLR":"2倍做多TSLA ETF-GraniteShares","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4604":"机器人概念","TSLS":"1倍做空TSLA ETF-Direxion","BK4527":"明星科技股","TSLT":"2倍做多TSLA ETF-T-Rex","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSLW":"TSLA周配息ETF-Roundhill","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","TSLY":"TSLA期权收益策略ETF-YieldMax","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","TSLZ":"2倍做空TSLA ETF-T-Rex","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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Funding these ambitious AI initiatives still relies heavily on revenue generated from vehicle sales, which are becoming more difficult to sustain. According to a survey of analysts, Tesla likely delivered approximately 372,160 vehicles over the past three months. While this figure represents an 11% increase compared to the same period last year, it remains on the lower end of the company's recent quarterly totals. Sales earlier last year were impacted by multiple factors, including consumer backlash related to Musk's political affiliations and production pauses due to updates for the popular Model Y. Analyst projections suggest deliveries will fall significantly short of the peak quarterly levels the electric vehicle manufacturer achieved in recent years, when volumes approached 500,000 units. With slowing global demand for electric vehicles and the current absence of federal tax incentives for plug-in cars in the U.S. market, Tesla is increasingly pivoting its focus toward artificial intelligence, autonomous driving, and robotics. A slowdown in delivery growth may become a persistent trend for the company. The start of the year has seen a potentially slow delivery pace for Tesla. The company is also phasing out its lower-volume luxury models, the Model S and Model X, further narrowing an aging product lineup amid growing global competition. Gene Munster, Managing Partner at Deepwater Asset Management, commented that demonstrating stable delivery figures without tax credits would be considered a success. He noted that investors will scrutinize this period's data to gauge true demand in the absence of such incentives. While Tesla's sales in Europe have plateaued at low levels early this year, its performance in China showed improvement. Preliminary data from the China Passenger Car Association indicated a 91% surge in exports from Tesla's Shanghai factory in February. Enthusiasm surrounding Musk's future business plans previously drove Tesla's stock to a record high in December, though shares have since given back some of those gains. Investors are increasingly looking past vehicle delivery numbers, prioritizing instead any signs of progress on projects like the Robotaxi, Cybercab, and the Optimus humanoid robot. As long as the electric vehicle business remains stable or grows modestly enough to support Musk's expanding AI ambitions, it is seen as beneficial. Garrett Nelson, Senior Vice President of Equity Research at CFRA, stated that he is watching whether the company can deliver on its ambitious product timelines. He is also monitoring Tesla's plans for increased capital expenditures. The focus is shifting from delivery volumes to larger strategic initiatives, such as the launch of Terafab and what Nelson described as a \"spending spree.\" Concerns about this surge in spending are influencing market sentiment toward the company.","news_type":1,"symbols_score_info":{"TEST":1,"TSLZ":1,"TSYY":1,"TSLQ":1,"TSLR":1,"TSDD":1,"TSLW":1,"07766":1,"TESL":1,"TLA":1,"TSLY":1,"CRSH":1,"TSII":1,"TSLO":1,"UFO":1,"TSLP":1,"TSLS":1,"TSLT":1,"TSLI":1,"TSL":1,"TSLA":1,"TSLG":1}},"isVote":1,"tweetType":1,"viewCount":44,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":603,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/549164753675256"}