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Tesla (TSLA) will release its Q1 2025 financial results today, Tuesday, April. 22, after the markets close. As usual, a conference call and Q&A with Tesla’s management are scheduled after the results.

Here, we’ll look at what the street and retail investors expect for the quarterly results.

Tesla Q1 2025 deliveries and energy deployment

CEO Elon Musk and his loyal shareholders often claim that Tesla is now an AI/Robotics company, but the truth is that the company’s automotive business still drives the vast majority of its financial performance.

Tesla’s revenue remains tied mainly to the number of vehicles it delivers.

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Earlier this month, Tesla disclosed its Q1 2025 vehicle production and deliveries:

  Production Deliveries Subject to operating lease accounting
Model 3/Y 345,454 323,800 4%
Other Models 17,161 12,881 7%
Total 362,615 336,681 4%

It was significantly below expectations and approximately 50,000 units short of what Tesla delivered in Q1 2024.

Analysts have been adjusting their revenue and earnings expectations accordingly since the disclosure a few weeks ago.

Now, Tesla’s energy storage business is also starting to make a meaningful contribution to its financial performance. The company disclosed having deployed 10.4 GWh of energy storage products during Q1 2025.

Tesla no longer discloses solar deployment information.

Tesla Q1 2025 revenue

For revenue, analysts generally have a pretty good idea of what to expect, thanks to the delivery numbers and now the energy storage deployment data.

However, many were taken by surprise by how low Tesla’s deliveries were this quarter and the automaker offered a lot of discounts, which will affect the average sale price that analysts are now trying to figure out.

The Wall Street consensus for this quarter is $21.345 billion, and Estimize, the financial estimate crowdsourcing website, predicts a slightly lower revenue of $21.254 billion.

Here are the predictions for Tesla’s revenue over the past two years, with Estimize predictions in blue, Wall Street consensus in gray, and actual results are in green:

This would be about a $1 billion lower than the same period last year – meaning that analysts don’t expect Tesla’s increased energy storage deployment to compensate for the lower vehicle deliveries.

Tesla Q1 2025 earnings

Tesla claims to consistently strive for marginal profitability every quarter, as it invests the majority of its funds in growth, but its growth has disappeared from its automotive business over the last year, and its gross margin is going in the same direction.

Analysts are trying to estimate Tesla’s gross margin with the lower deliveries to figure out its actual earnings per share.

For Q1 2025, the Wall Street consensus is a gain of $0.41 per share and Estimize’s crowdsourced prediction is a little lower at $0.40.

Here are the earnings per share over the last two years, where Estimize predictions are in blue, Wall Street consensus is in gray, and actual results are in green:

If the estimates are accurate, Tesla’s earnings per share would be down from $0.45 during the same period last year.

There are several things that Tesla could do here that could surprise investors with a significant earnings beat. Tesla could have recognized revenue from the launch of FSD in China, even though the launch was brief and 95% of the value of the FSD package is unsupervised self-driving, which Tesla has yet to deliver.

Tesla could have also sold more emission credits. As of the end of last quarter, Tesla was still sitting on a good amount, and while it claims to sell them when the price makes the most sense, it is quite an opaque market and Tesla could at any time decide to sell them just to save itself from a bad quarter.

Other expectations for the TSLA shareholder’s letter, analyst call, and special ‘company update’

As we reported yesterday, this is likely going to be a messy earnings report. Musk has been on a propaganda spree lately after Tesla suffered immense brand damage and declining stock price due to his involvement in politics.

Now, he has called for a “live company update” at the same time as the release of Tesla’s financial results, which appears to be a desperate move at damage control amid a tough quarter for the company.

I expect that he will try to paint a rosy picture of Tesla’s self-driving and robot efforts to come save the company amid declining EV sales.

As I previously reported, I wouldn’t be surprised if he also pushes for Tesla to invest in his xAI startup or proposes a merger between the companies.

Tesla will also take questions from retail shareholders based on the most popular ones on Say. Here are the top 5 questions and my thoughts on them:

  1. Is Tesla still on track for releasing “more affordable models” this year? Or will you be focusing on simplified versions to enhance affordability, similar to the RWD Cybertruck?
    • We have had the answer to that question for about a year now, but Tesla shareholders don’t believe it because Elon claimed that Reuters’ original report that Tesla canceled its more affordable EV was “wrong” when it fact it wasn’t. As we recently reported, Musk killed the “$25,000 Tesla” in favor of the Robotaxi and building new stripped-down versions of Model Y and Model 3.
  2. When will FSD unsupervised be available for personal use on personally-owned cars?
    • Lol – we are just going to get Elon’s “best guess”, which has been wrong every time for the last decade.
  3. How is Tesla positioning itself to flexibly adapt to global economic risks in the form of tariffs, political biases, etc.?
    • Musk is going to say “you go woke, you go broke” and that his pathetic quest to “kill the woke mind virus” will ultimately be good for Tesla because the world will be rid of this destructive virus. As for the global economic risks, I wouldn’t be surprised if Tesla announces more layoffs soon.
  4. Robotaxi still on track for this year?
    • It could very well be. We have already reported in detail about how Tesla’s “robotaxi” launch in Austin, planned for June, is actually a “moving of the goal” and it has very little to do with Tesla’s long-stated promise of delivering unsupervised self-driving in a consumer vehicle, as asked in the second question.
  5. Did Tesla experience any meaningful changes in order inflow rate in Q1 relating to all of the rumors of “brand damage”?
    • If they say no here, don’t believe them. Tesla is down 50,000 units in Q1, and yes, the Model Y changeover has something to do with it, but you can clearly see now, based on new Model Y delivery timelines, that Tesla has no order backlog for the vehicle. It will likely launch incentives to sell the brand-new vehicle that was supposed to save Tesla’s auto business in the coming weeks.

Tune in with Electrek after market close today to get all the latest news from Tesla’s earnings, conference call, and now also an apparent “company update.”

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Truckers are ready to embrace battery power TODAY – but it’s not what you think

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Truckers are ready to embrace battery power TODAY – but it's not what you think

A new whitepaper by heavy truck makers PACCAR and Dragonfly Energy that incorporates real-world fleet trial data and Environmental Chamber Testing conducted at the PACCAR Technical Center seems to indicate that over-the-road truck drivers are ready to embrace battery power and reduce emissions – just not while they’re driving.

The whitepaper, titled Reducing Idle Time & Fuel Costs: Lithium Powered Solutions for Commercial Fleets, looked at different ways to reduce harmful diesel emissions across the duty cycles of a number of different fleet operations, and what they found was that powering a truck’s auxiliary and cabin systems with a high-voltage lithium-ion battery dramatically reduced engine idle time even under worst-case operating scenarios.

Another report by a group called the Clean Air Task Force showed that idling heavy-duty diesel engines while drivers are “hoteling” in their trucks (they’re parked, but running the engine to power the sleeper cab’s climate controls, kitchens, or electronics) exacts a heavy toll on both drivers and shipping fleets.

Idling not only burns fuel and increases operating costs at 0 MPG, it also emits a dangerous cocktail of harmul pollutants that pose direct health risks to drivers, rest stop employees, and nearby communities. Diesel exhaust contains fine particulate matter (PM), nitrogen oxides (NOₓ), and numerous airborne toxins that are known carcinogens, making them a serious problem even to those who think climate change is a global conspiracy from “Big Science” to keep those plucky young oil billionaires in the place.

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From a mechanical standpoint, extended idling also accelerates engine wear, degrades emission-control systems, increases maintenance, and shortens engine life.

Battle Born semi batteries


Battle Born batteries for semi aux systems; via Dragonfly Energy.

By adding a relatively high capacity hybrid battery (like Dragonfly Energy’s Battle Born brand batteries) to the something like a PACCAR Kenworth T680 (at top), drivers can stay parked for several hours, operating their sleepers’ refrigerators, ACs, or heaters without the noise and emissions and costs of diesel – and they probably sleep better too, without the drone of neighboring diesels cranking on around them all night.

“We believe idle reduction remains one of the most immediate and cost-effective ways fleets can reduce fuel consumption and emissions while improving driver comfort. But just as important, the industry is increasingly focused on operational efficiency and maximizing asset utilization,” explains Wade Seaburg, chief commercial officer at Dragonfly Energy. “We believe our collaboration with PACCAR not only validates the performance of our LiFePO₄-powered solutions, but also highlights how they help fleets maximize uptime, extend equipment life and get more out of their assets.”

The electrification of the auxiliary systems also reduces engine hours, stretching out the time between scheduled maintenance and reducing operational downtime.

In other words, the hybridization of OTR trucks is a win-win-win. The full whitepaper is available for download at BattleBornBatteries.com/Lithium-Powered-Idle-Reduction. Take a look at it yourself, then let us know what you think of the idea in the comments.

SOURCE | IMAGES: PACCAR, Dragonfly Energy; via AP Newswire.


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Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

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Renault says a desirable $20,000 EV is coming – and it’s NOT made in China

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Renault says a desirable ,000 EV is coming – and it's NOT made in China

French car brand Renault believes they’ve got the key to more affordable EV batteries, and their new LFP tech promises to slash the costs of production by 40%. The result? New, desirable EVs with a sub-20K price tag that aren’t made in China.

Spanish news site Motorpasión is reporting that Renault, like Ford, is embracing a more affordable lithium-iron phosphate (LFP) battery chemistries that are safer, cheaper, and less dependent on rare mineral mining than conventional li-ion batteries.

That’s a big change from the recent past. Because they’re less energy dense and weigh a bit more than comparably-sized lithium-ion NMC (nickel-manganese-cobalt) batteries, European automakers looked down on LFPs. But with Chinese automakers like BYD, MG, and Leapmotor flooding Europe with affordable LFP-powered EVs, that stigma is fading fast.

Fun, affordable LFP vehicles


The stability, battery life, and cost advantages of LFP have become too compelling to ignore — especially as global lithium and nickel prices continue to fluctuate, making long-term business projections difficult. Renault’s decision to embrace LFPs then, is less about catching up on the Chinese’ technology than it is about catching up catching up on the Chinese’ economics, and acknowledging that affordability is the real barrier to mass adoption.

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That was the thinking behind Renault’s relaunch of the R5 E-TECH (sold as the Le Car in the US) and the announcement that a new Twingo would be coming soon.

It was also the thinking behind the French carmaker’s decision to launch the new Ampere vehicle software development sub-brand back in 2023. At the time, the stated goals were to improve (what are now called) Renault’s software-defined vehicles and, separately, to reduce manufacturing costs of new EVs by 40% – which, if you’ll notice, is just about what the switch to LFP chemistries will enable them to do.

“Creating a new model of company specializing in electric vehicles and software running as of today: How better to illustrate our revolution and the boldness of our teams?” asked Luca de Meo, Renault Group CEO, at Ampere’s launch. He answered his own question, saying, “Instill a sustainable corporate vision and ensure it is reflected in each and every process and product. Build on the Group’s strengths and review the way we do everything. Form a tight-knit team and work for the collective. Harness our French roots and become the leader in Europe. Assert our commitment to our customers, our planet and those living on it.”

Renault is set to launch an all-new, all-electric version of its iconic Twingo minicar from the 1990s in the next few months (at top). The car is targeted straight at the BYD Dolphin and is expected to have a starting price of about €17,000 (just under $20,000 US).

SOURCE: Motorpasión; images via Renault.


If you’re considering going solar, it’s always a good idea to get quotes from a few installers. To make sure you find a trusted, reliable solar installer near you that offers competitive pricing, check out EnergySage, a free service that makes it easy for you to go solar. It has hundreds of pre-vetted solar installers competing for your business, ensuring you get high-quality solutions and save 20-30% compared to going it alone. Plus, it’s free to use, and you won’t get sales calls until you select an installer and share your phone number with them. 

Your personalized solar quotes are easy to compare online and you’ll get access to unbiased Energy Advisors to help you every step of the way. Get started here.

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There’s a brewing risk to the stock market rally — and it’s not the flare-up in China trade tensions

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