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Tesla Q2 2025 Earnings Call: These topics we expect

Tesla Q2 2025 Earnings Call: These topics we expect

You want to know what to expect at the Tesla Q2 2025 Earnings Call? Then read on: We summarize the key figures, potential announcements, and the top questions from shareholders – including the deadline for submitting your own questions.

Quick Overview: Figures & Status Quo

Tesla has already reported its Q2 production and delivery figures:

  • Total production: 410,244 vehicles

  • Total deliveries: 384,122 vehicles

  • Model 3/Y: 396,835 produced, 373,728 delivered

  • S/X/Cybertruck: 13,409 produced, 10,394 delivered

Compared to Q1, things are looking up, but there is room for improvement compared to Q2/2024. That's why the Tesla Q2 2025 Earnings Call is so exciting: It provides insights into strategy, products, and software.


Submitting & Voting on Questions – Here's How

Tesla is once again using the Say platform. You need to:

  1. Verify yourself as a shareholder (link brokerage account)

  2. Submit your own question or upvote existing questions with your shares

    Deadline: July 23, 2025, 4:00 PM EDT

Top Questions from the Community (Selection)

  • Performance & expansion plan for robotaxis (vehicles, geofences, cities, supervisor ratio)

  • Technical & regulatory hurdles for FSD Unsupervised – timeline?

  • What tasks does Optimus already perform? When external sales, revenue contribution in 2–3 years?

  • Update on more affordable Tesla models (including possible Model Y L / 6-seater): costs vs. profitability?

  • HW3 Upgrade: Is there a retrofit to HW4 or even HW5?

  • When will customer vehicles receive FSD without supervision?

Other interesting points:

  • Does unsupervised FSD require a front-bumper camera? Retrofit plan?

  • Is a new AI Day coming to showcase advancements in Autopilot, Optimus, and Dojo/HW4?

What We Will Pay Special Attention to During the Q&A

Robotaxi & FSD:

Tesla has launched robotaxi in Austin, more cities (Bay Area, Phoenix) are in the queue. Exciting: How quickly can the model be scaled and how significantly do robotaxi improvements flow into FSD (Supervised) for customers?

FSD Price & Roadmap:

Already in the Q1 call, Tesla hinted at possible price changes. Will the FSD price increase again? And when will the next major software leap (keyword "Step Change Improvement") come?

More Affordable Models & Model Y L:

A more affordable vehicle is Tesla's key to more volume. Details on a stripped-down Model Y or a completely new entry-level Tesla are expected – important for Europe as information, not as a direct purchase recommendation.

Optimus & Manufacturing:

What specific tasks is the humanoid robot already performing? Is Tesla planning to scale to "thousands of Optimus" this year? Any information on this will be relevant to investors and the entire market.

HW3 Customers & Upgrades:

Many drivers with HW3 are waiting for clarity: When, with what, and under what conditions will the upgrade come? A clear schedule or technical details would be a strong signal.

Earnings Call Date & Participation

  • Date: Wednesday, July 23, 2025

  • Time: 4:00 PM EDT

    The access link usually follows shortly before the call. Don't worry if you miss it: We will provide a compact summary afterwards.

Conclusion: Preparation pays off

The Tesla Q2 2025 Earnings Call should provide answers to key questions about Robotaxi, FSD, Optimus, and more affordable models. Submit your question in time, vote – and stay tuned. We will keep you updated with detailed post-reporting.

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