Tesla is holding its 2024 Q4 earnings call today at 2:30 pm PT / 5:30 pm ET / 10:30 pm UTC. The earnings call will be followed by a Q&A session with Tesla executives, including Elon Musk.
We expect the focus to be on Tesla sales, FSD, and new products such as the new Model Y, Optimus, and the upcoming next-generation vehicle.
The event will be live-streamed on Tesla’s site. It will also be available live on YouTube, which is included below.
Tesla's live stream starts at 2:30 pm PT, which is the following times around the world:
2:30 pm Pacific Time
5:30 pm Eastern Time
10:30 pm UTC
10:30 pm - London, England
11:30 pm - Berlin, Germany
9:30 am (Jan 30th) - Sydney, Australia
The questions that are asked during Q&A come directly from investors. These top questions may be asked and answered during Tesla's Q&A session.
Is unsupervised FSD still planned to be released in Texas and California this year? What hurdles still exist to make this happen?
Are there any discussions with other auto companies about licensing FSD?
Is Optimus now mostly designed locked for 2025 production?
Elon has said publicly that long term shareholders of Tesla will have the ability to invest in his other companies. Could you provide some clarity/color as to what that looks like? Brokerage firms use FIFO so anyone who trades won’t have the true length of time as investor.
When will Tesla start selling Optimus and price?
In Q4, Tesla produced 459,445 vehicles and delivered 495,570 vehicles to its customers globally. As usual, the Model 3 and Model Y accounted for the majority of sales with 436,718 vehicles produced.
The Cybertruck, Model S, and Model X are lumped in as “Other Models” - totaling 22,727 produced. This is about 700 more than the previous quarter. However, with Cybertruck production ramping up and sales expanding to Canada, this likely means dwindlingly for the Model S and Model X.
Model
Production
Deliveries
Model 3/Y
436,718
471,930
Other Models (Including CT)
22,727
23,640
Total
459,445
495,570
Model
Production
Deliveries
Model 3/Y
1,679,338
1,704,093
Other Models (Including CT)
94,105
85,133
Total
1,773,443
1,789,226
Tesla sales were down about 1% globally when compared to 2023 and drastically lower overall if you exclude China. The North American and European markets saw significant downswing with the Model 3 having a year-over-year change of -17.4%. While it may be too early to tell, the big question is whether this trend will continue into 2025.
We’ll have a full recap for you tomorrow, including everything Tesla talked about and all the questions and answers during the Q&A session.