We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Tesla earnings were wild, new BMW iX, some EVs won't make it to the US, and more

Tesla earnings were wild, new BMW iX, some EVs won't make it to the US, and more

2025/1/31
logo of podcast Electrek

Electrek
AI Deep Dive AI Chapters Transcript
People
F
Fred Lambert
专注于可持续交通和能源领域的记者和播客主持人。
Topics
Fred Lambert: 特斯拉的第四季度财报令人失望，营收和利润均未达到预期，增长停滞。尽管如此，特斯拉的股价却意外上涨，这主要是因为埃隆·马斯克在财报电话会议上对未来前景的乐观展望，特别是关于完全自动驾驶和擎天柱机器人的计划。然而，仔细分析财报数据可以发现，特斯拉的盈利能力正在下降，储能业务的利润率也在降低。此外，埃隆·马斯克承认硬件3车辆无法实现完全自动驾驶，这引发了关于特斯拉是否应该为受影响的车主提供升级或补偿的讨论。总的来说，特斯拉的未来充满了不确定性，其能否实现埃隆·马斯克所描绘的宏伟蓝图，还有待观察。

Deep Dive

Chapters
Tesla's Q4 2024 earnings revealed a significant miss on both revenue and earnings, marking a decline in growth. While the stock initially dropped, it quickly rebounded, possibly due to Elon Musk's bullish comments and the energy storage business's growth. However, the overall financial picture remains concerning, with reduced gross margins and a significant portion of earnings attributed to Bitcoin gains.
  • Tesla's Q4 2024 earnings significantly missed expectations.
  • Full-year earnings per share were down 22%.
  • A quarter of Tesla's earnings were due to a $600 million gain on Bitcoin.
  • Tesla's growth has stalled, and it is no longer considered a growth stock.

Shownotes Transcript

In the Electrek Podcast), we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss Tesla's wild Q4 earnings, a new BMW iX, some EVs not making it to the US, and more.

The show is live every Friday at 4 p.m. ET on Electrek’s YouTube channel).

As a reminder, we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel) to get your questions and comments in.

After the show ends at around 5 p.m. ET, the video will be archived on YouTube) and the audio on all your favorite podcast apps:

We now have a Patreon) if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming.

Here are a few of the articles that we will discuss during the podcast:

Here’s the live stream for today’s episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET):

https://www.youtube.com/live/bh9lYzcwlWI