Tesla is preparing to release its second-quarter 2025 financial results on July 23, following a quarter with over 410,000 vehicle productions and 384,000 deliveries worldwide. Despite these numbers, vehicle sales faced a year-over-year decline, primarily due to the Model Y transition. Investors have compiled significant questions for the upcoming Q&A session, focused on topics such as robotaxi performance, unsupervised Full Self-Driving (FSD) timelines, the progress of Optimus production, and developments regarding affordability in upcoming models. The discussion also touches upon hardware upgrades for existing users and future AI events.
Tesla produced over 410,000 vehicles and delivered more than 384,000 units globally in the second quarter, although vehicle sales are down year-over-year.
Investors want insights into the performance of robotaxis and the expected expansion rates across vehicles, geofences, cities, and supervisors.
Updates on Tesla's more affordable models are sought, particularly regarding how cost reductions will affect profitability and demand within the current economic climate.
There are inquiries about the development and production timeline for unsupervised Full Self-Driving (FSD), as well as potential hardware upgrades for existing users.
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