Previewing Tesla's Upcoming Earnings: Company Faces Crucial Moment, Will High-Speed Growth Continue in 2025?

Tesla will release its fourth-quarter earnings report after the close of the US stock market on January 29th, local time.

Earlier this month, Tesla had already announced its production and delivery figures for the fourth quarter and the whole year of last year. In the fourth quarter, it produced 459,445 vehicles and delivered 495,570 vehicles to reservation holders.

 

The production volume was lower than the 494,989 vehicles in the same period of 2023. Although the delivery volume was higher than the 484,507 vehicles in the same period of 2023, it was lower than the 511,000 vehicles expected by analysts.

 

With the year-on-year increase in electric vehicle deliveries, how much their revenue will increase year-on-year is also a concern for the outside world.

 

Regarding Tesla's fourth quarter, foreign media reported that analysts on average expect revenue of $27.18 billion and earnings per share of $0.76.

 

According to this average expectation given by analysts, Tesla's revenue in the fourth quarter will increase both year-on-year and quarter-on-quarter. In the third quarter of last year, Tesla's revenue was $25.182 billion, and in the fourth quarter of 2023, it was $25.167 billion.

 

However, in fact, the revenue in the fourth quarter may not need to be overly concerned. In this earnings report, we should pay more attention to some guidelines of Tesla for 2025, that is, this year.

 

 

At the same time, we need to pay attention to Tesla's robots and artificial intelligence. For example, can the FSD (Full Self-Driving) function be launched in more regions around the world?

 

 

In addition, we also need to pay attention to the growth rate of Tesla's sales in the Chinese market. China is one of Tesla's largest single markets in the world and also its "growth engine" in the new energy vehicle field. In 2024, Tesla's sales in the Chinese market reached a record high of 657,000 vehicles, accounting for nearly half of its global sales.

 

Just a few days ago, the refreshed Model Y in the Chinese market opened for pre-sale. In just 5 days, Tesla's reservation system received 70,000 new orders, and this achievement exceeded the total sales volume of Model Y in December last year, which was the peak of its sales.

Finally, looking at the K-line chart of Tesla's stock price, it has entered a consolidation at this position, which is an extreme balance between bulls and bears. Generally, key news is needed to determine the next direction.

 

Obviously, the market is waiting for the earnings report to choose a direction.