TSLA Tesla (TSLA) Q2 FY25 earnings call
Tesla's Q2 FY25 was marked by significant strides in autonomy and AI, with the successful launch of robotaxi services and advancements in Optimus and FSD. Despite these technological leaps, the company faces near-term challenges from expiring EV credits, increasing tariffs, and regulatory changes impacting its automotive and energy businesses. Management remains highly optimistic about Tesla's long-term potential, emphasizing its lead in real-world AI and the transformative impact of autonomy on its valuation.
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TSLA operating KPIs by quarter
| KPI | Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Energy storage deployed | 8.8 GWhIn Q1, we deployed 6 -- 8.8 gigawatt hour of energy storage, a 38% sequential decline.Source: earnings call transcript | 13.5 GWhIn Q2, we deployed 13.5 gigawatt hour of energy storage, a 53% sequential increase and the second largest quarter for energy business.Source: earnings call transcript | 13.7 GWhOn the energy business, we had our second best quarter of deployments of 13.7 gigawatt hour of energy storage.Source: earnings call transcript | +1.5% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.