Takeaways from the $TSLA Q3 Ea

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Pinkspider
2025-10-23

Takeaways from the $TSLA Q3 Earnings Deck:

1. Impressive Energy numbers with record gross margins at 31.4%

2. CyberCab on schedule for volume production in 2026, but vague on timeline. Hopefully we get a little more color on the call.

3. First generation production lines for Optimus being installed. No timeline as well.

4. Little to no information on Robotaxi. Need an update on the earnings call.

5. $41.6B in cash and cash equivalents. Just 6 years ago, nobody thought this was possible.

Direction will be determined by what Musk says on the earnings call.

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Merle Ted
·2025-10-23
The 2025 consensus estimate is now down to 1.61. At a market price of 438.97 you're paying 438.97 / 1.61 = 272.652 for every dollar of operating earnings for a business with automotive margins.

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Enid Bertha
·2025-10-23
Tesla is Immortal .. enjoy shorting tesla at $1500 next year

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Astrid Stephen
·2025-10-23
31.4% Energy margins! Cash pile’s solid.
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happiness000
·2025-10-23
Great insights! Excited for the earnings call! [Wow]
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Impressive Energy numbers with record gross margins at 31.4%\n2. CyberCab on schedule for volume production in 2026, but vague on timeline. Hopefully we get a little more color on the call.\n3. First generation production lines for Optimus being installed. No timeline as well.\n4. Little to no information on Robotaxi. Need an update on the earnings call.\n5. $41.6B in cash and cash equivalents. Just 6 years ago, nobody thought this was possible.\nDirection will be determined by what Musk says on the earnings call.</body></html>","htmlText":"<html><head></head><body>Takeaways from the $TSLA Q3 Earnings Deck:\n1. Impressive Energy numbers with record gross margins at 31.4%\n2. CyberCab on schedule for volume production in 2026, but vague on timeline. Hopefully we get a little more color on the call.\n3. First generation production lines for Optimus being installed. No timeline as well.\n4. Little to no information on Robotaxi. Need an update on the earnings call.\n5. $41.6B in cash and cash equivalents. Just 6 years ago, nobody thought this was possible.\nDirection will be determined by what Musk says on the earnings call.</body></html>","text":"Takeaways from the $TSLA Q3 Earnings Deck: 1. Impressive Energy numbers with record gross margins at 31.4% 2. CyberCab on schedule for volume production in 2026, but vague on timeline. Hopefully we get a little more color on the call. 3. First generation production lines for Optimus being installed. No timeline as well. 4. Little to no information on Robotaxi. Need an update on the earnings call. 5. $41.6B in cash and cash equivalents. Just 6 years ago, nobody thought this was possible. 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At a market price of 438.97 you're paying 438.97 / 1.61 = 272.652 for every dollar of operating earnings for a business with automotive margins.\n ","text":"The 2025 consensus estimate is now down to 1.61. At a market price of 438.97 you're paying 438.97 / 1.61 = 272.652 for every dollar of operating earnings for a business with automotive margins.\n ","html":"The 2025 consensus estimate is now down to 1.61. At a market price of 438.97 you're paying 438.97 / 1.61 = 272.652 for every dollar of operating earnings for a business with automotive margins.\n ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":492207861231968,"commentId":"492207861231968","gmtCreate":1761187446233,"gmtModify":1761187449566,"authorId":10000000000010992,"author":{"id":10000000000010992,"idStr":"10000000000010993","authorId":10000000000010992,"name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":492113647624944,"objectIdStr":"492113647624944","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Tesla is Immortal .. enjoy shorting tesla at $1500 next year\n ","text":"Tesla is Immortal .. enjoy shorting tesla at $1500 next year\n ","html":"Tesla is Immortal .. enjoy shorting tesla at $1500 next year\n ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":492331538653536,"commentId":"492331538653536","gmtCreate":1761217640913,"gmtModify":1761217645819,"authorId":10000000000011024,"author":{"id":10000000000011024,"idStr":"10000000000011024","authorId":10000000000011024,"name":"Astrid Stephen","avatar":"https://static.tigerbbs.com/1647de40d206ee3288442d8c4170cfa0","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":492113647624944,"objectIdStr":"492113647624944","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"31.4% Energy margins! Cash pile’s solid.","text":"31.4% Energy margins! Cash pile’s solid.","html":"31.4% Energy margins! Cash pile’s solid.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":492191082287168,"commentId":"492191082287168","gmtCreate":1761186732356,"gmtModify":1761230728433,"authorId":3479274748701539,"author":{"id":3479274748701539,"idStr":"3479274748701539","authorId":3479274748701539,"name":"happiness000","avatar":"https://static.tigerbbs.com/d2eee07bce87fa1affccdb1a63c8efba","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":492113647624944,"objectIdStr":"492113647624944","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Great insights! Excited for the earnings call! [Wow]","text":"Great insights! Excited for the earnings call! [Wow]","html":"Great insights! Excited for the earnings call! 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