๐Ÿ“Œ Tesla Q4 Earnings Recap โ€“ Key Points

Tesla reported its Q4 2025 earnings, topping analyst expectations despite some challenging trends. ๏ฟฝ

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๐Ÿ’ก Financial Results โ€ข Revenue: $24.9 B, beating estimates. ๏ฟฝ

โ€ข EPS: $0.50 adjusted, above forecasts. ๏ฟฝ

โ€ข Tesla experienced annual revenue decline for the first time, reflecting cooling EV sales. ๏ฟฝ

Business Insider

Business Insider

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๐Ÿ”ฅ Major Strategic Announcements from Elon Musk โ€ข $2 B investment in xAI โ€” Tesla is putting significant capital into Muskโ€™s AI company to deepen integration of AI tech. ๏ฟฝ

โ€ข Optimus 3 & robotics push โ€” Tesla confirmed development and future production plans for the third-generation Optimus humanoid robot. ๏ฟฝ

โ€ข Model S & Model X discontinued โ€” Musk announced the end of production for the Model S and X cars, shifting focus to robotics and autonomous products. ๏ฟฝ

Business Insider

Business Insider

Business Insider

๐Ÿค– Shift Toward AI & Autonomy โ€ข Tesla is positioning itself as a โ€œphysical AI company,โ€ focusing more on artificial intelligence, robotaxis, Optimus robots, and future autonomous products. ๏ฟฝ

โ€ข Expansion of AI-centric chip development and autonomous vehicle tech was highlighted as part of the long-term growth strategy. ๏ฟฝ

Business Insider

Business Insider

๐Ÿ“ˆ Market Reaction โ€ข Wall Street reacted positively overall, with shares rising after the earnings release, although investor sentiment remains mixed due to declining EV deliveries. ๏ฟฝ

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