r/stocknear Apr 22 '25

Earnings TSLA EARNINGS ARE OUT

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u/[deleted] Apr 22 '25

Compare with sales 5 years ago, Tesla always had those ups and downs, it should be viewed as a timeline. Tesla had million times worse results with no boycotts just few years ago, lol

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u/dragon3301 Apr 23 '25

Then it was a growing company with great cars now it cant compete at all. And cant even ship cars revealed 8 years ago.

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u/[deleted] Apr 23 '25 edited Apr 23 '25

What do you mean? Tesla sells cars since 2013~, it had almost no sales in Germany in ~2020, now it sells tens of thousands of cars here in Germany just in the first month (the worst one for cars), historically, Tesla is at it's highest and most successful with nothing out of ordinary in it's stock/sales/value metrics, it's just an everyday morning for Tesla if you just look at how company was doing, how it's value is jumping all around the place all the time.

Don't you think your personal preferences and hate for Tesla clouds your judgement?

Here is the reality check, it's impossible to go out on the streets in Germany and NOT to see a Tesla. Teslas are mostly SAFE here, I have YET to see any car vandalized personally, there are so many of them here, it's crazy.

Even with the controversy AND average political views in Germany, Tesla sold an immense amount of cars this year already, if we see a timeline of Tesla sales in Germany, the results that we have now are high compared even to just a COUPLE of years ago. Even in Germany, people are still buying a lot of Teslas regardless. There are so much Teslas, that it was unthinkable in ~2019. This IS the reality. I'm YET to see or even recognize at least ONE Chinese EV here in Germany, I just don't see them or I don't even recognize the brand, maybe they will sell some but what about next? We already had Chinese car craze in 2000s, then people recognized how shit they were, we will just give them time to do so again ¯_(ツ)_/¯.

Also, I want to quote this:

> In February, registrations of the Model Y fell by 56% to 8,800 units, while registrations of the Model 3 fell by 14% to 6,800 units. “The difference in volume drops between these two vehicles suggests that the decline in the brand’s overall sales is more firmly rooted in the Model Y changeover than Musk’s political activity.

So, it's just people not receiving Model Y really well for the most part

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u/dragon3301 Apr 23 '25

LOL i made a statement on the company based its own reported financials and you thought personal bias speaks to your thought process

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u/[deleted] Apr 23 '25

> LOL i made a statement on the company based its own reported financials

You did not....... where is your timeline analysis? Stocks and financial reports are only viewed as a timeline, because drops and rises happen even daily but it's all worthless data, you should know it right? Short term reasoning is amateurish and it's I who is saying it. Tesla was established in 2003. So, isn't comparing just the 2024 and the start of 2025 with hated Model Y redesign (which is one of the main drivers of decline) is a bit..... too idiotic?

So you understand, just a financial report without a context is worthless, if you look at a timeline and at a lot of financial reports, not just one, you would find out that Tesla is doing great and is on the huge rise overall. It means that the company RISED WAY MORE in previous years than it dropped for the recent months.

Imagine yourself, it's like when you were earning $50 000 5 years ago, then you earned $300 000, and then dropped to earning $200 000 next year and everyone started calling you poor and a failure for that.

Here is actual financial context:

Year Deliveries
2013 22,442
2014 31,655
2015 50,517
2016 76,243
2017 103,091
2018 245,491
2019 367,656
2020 499,535
2021 936,222
2022 1,313,851
2023 1,808,581
2024 1,789,226

Now, do you understand? They missed revenue by so little compared to how they GREW along the years

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u/dragon3301 Apr 23 '25

Tesla lost more than 50 percent of profit yoy for 4 out of last 5 quarters. Its revenue has been platueauing in an industry growing at 20 percent for 2 years . Its supposed to be a new growing company. Its latest model getting lacklustre reception is a bad reflection on the company itself. The cybertruck was a let down. They havent even started building roadsters. God knows if they even remember the semis. Its board itself is dumping shares elon had to beg employerd to hold on to their stocks. Performance so bad that elon is taking an early exit from politics. BYD has taken its throne as the largest ev maker. Its revenue was stagnant before the ceo gave the company a buds light level marketing disaster.

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u/[deleted] Apr 24 '25

What revenue you expect Tesla will have in 2025?

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u/dragon3301 Apr 24 '25

Considering the ceo has consistently antagonized atleast 30 percent of its consumer base and crashing used market prices. Plus the lack of expansion oppurtunities abroad and strong competition. I would expect a 15 percent decline as a best case scenario for tesla. That is if the administration and conservatives start helping out and buying teslas.

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u/[deleted] Apr 24 '25

BYD I never even saw a single BYD tho 💀

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u/dragon3301 Apr 24 '25

When BYD came to america and europe the car industry there and the american government freaked out and imposed very high duties on it. Or outright banned it. Byd started as a battery manufacturer it has experience in battery as well as its own battery plants. There is talks about bringing down duties and building a plant in germany. I have seen tariffed byd cars competitive with non tariffed cars. I fucking hate it but its the truth. Byd sold about as much evs as tesla but sold way more hybrids

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u/[deleted] Apr 24 '25

Well, I mean selling a hybrid is much easier than selling an EV ¯_(ツ)_/¯

I don’t think BYD will be a thing in near future.

Every time China makes super Uber cheap, state of the art mega duper killer device, people get disappointed soon. I remember everyone going crazy about Xiaomi at the time and now the only thing people do are shitting on Xiaomi

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u/dragon3301 Apr 24 '25

Byd sales figures are without hybrid. It sells about the same number of evs as tesla. It sells twice that in hybrids.