Tesla Q2 Earnings: Top 5 Questions Investors Want Answered

Tesla investors are eagerly awaiting the company's Q2 earnings call to learn about its progress on robotaxis, affordable models, Full Self-Driving technology, and other key areas. The top questions include the rate of expansion for Tesla's autonomous ride-hailing business, the development and production timeline for affordable models, and the key technical and regulatory hurdles for unsupervised FSD.

Tesla (TSLA) investors are eagerly anticipating the company's Q2 2025 earnings call, scheduled for Wednesday, July 31, following the market close. The call and subsequent Q&A session with Tesla's management will provide insights into the company's recent performance and future prospects. Key areas of interest for investors include the progress on robotaxis, affordable models, Full Self-Driving (FSD) technology, and other strategic initiatives.

Q2 2025 Financial Expectations

Analysts and investors have a clear picture of what to expect from Tesla's Q2 2025 financial results. The Wall Street consensus predicts revenue of $22.279 billion, while Estimize, a financial estimate crowdsourcing website, predicts a slightly lower revenue of $22.202 billion [1]. Both estimates suggest a significant drop from the $25 billion in revenue achieved during the same period in 2024.

The earnings per share (EPS) is also a focus point. The Wall Street consensus estimates a gain of $0.40 per share, while Estimize predicts a slightly lower EPS of $0.39 [1]. If Tesla meets these expectations, it would represent a significant decline from the $0.52 per share achieved in Q2 2024.

Top Questions for the Earnings Call

1. Robotaxis Expansion: Investors are keen to know the rate of expansion for Tesla's autonomous ride-hailing business. The company has been testing a pilot launch in Austin, and there are plans for further expansion. However, Tesla has not provided any public data on its self-driving efforts or the performance of its robotaxis [2].

2. Affordable Models: There is significant interest in the development and production timeline for Tesla's more affordable models. Musk has previously mentioned that these models would be launched in the first half of 2025, but they have not yet materialized. Investors want to know how these models will balance cost reduction with profitability and their expected impact on demand in the current economic climate [2].

3. Unsupervised FSD: Tesla owners are currently limited to Full Self-Driving (Supervised), and there is high anticipation for the unsupervised version of FSD. Investors want to know the key technical and regulatory hurdles remaining for its availability in personal vehicles and the timeline for its release [2].

4. Optimus Robot: Investors are interested in how Tesla's humanoid robot, Optimus, will contribute to the company's revenue in the next 2-3 years. Musk has been bullish about Optimus, claiming it could generate tens of trillions of dollars in revenue. However, Optimus is currently limited to factory tasks and has not yet been scaled for external sales [2].

5. Unsupervised FSD in Personal Vehicles: There is high anticipation for the release of unsupervised FSD in personal vehicles. Investors want to know when they can expect this technology to be available for their vehicles [2].

Conclusion

Tesla's Q2 2025 earnings call promises to provide valuable insights into the company's recent performance and future prospects. Investors will be closely monitoring the responses to their top questions, particularly regarding the progress on robotaxis, affordable models, and FSD technology. The call will also offer an opportunity for Tesla to address the concerns of retail shareholders and provide clarity on its long-term strategic initiatives.

References:

[1] Electrek. (2025, July 22). Tesla (TSLA) Q2 2025 Earnings Preview: On the Road to Unprofitability. Retrieved from https://electrek.co/2025/07/22/tesla-tsla-q2-earnings-preview-on-the-road-to-unprofitability/

[2] Yahoo Finance. (2025, July 22). Top 5 Questions Tesla Investors Want Answered on Q2 Earnings Call. Retrieved from https://finance.yahoo.com/news/top-5-questions-tesla-investors-022509078.html