Tesla Q4 Earnings and Future Outlook: Focusing on Robotaxis and AI Innovation

1. Tesla's Q4 2024 Earnings Announcement

– Key Performance Results

• EPS (Earnings Per Share): Expected $0.76 → Actual $0.71 (Missed expectations).
• Revenue: Expected $27.26 billion → Actual $25.71 billion (Missed expectations).

While Tesla fell short of expected earnings, the earnings call focused less on simple revenue figures and more on presenting a vision for future growth strategies.

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2. Vehicle Deliveries, Energy Business, and New Model Launch Achievements

– Key Achievements in Vehicles and Energy Business

• Model Y: Expected to become the world's best-selling vehicle in 2024.
• Energy Business: Recorded highest revenue and margins in Q4. Completion of the Megapack Shanghai factory and anticipated mass production in 2025.
• Production Costs: Continued reduction in vehicle production costs to below $35,000 per unit, a record low.

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3. Innovation Investments and AI Development

– AI and Technology Investments

• Tesla's Gigafactory Texas: Completed installation of a 50,000 GPU training cluster. Significantly enhanced the training of FSD (Full Self-Driving) Version 13.
• Quadrupled AI data processing speed, reducing latency by half.

– Expanding New Growth Engines

• Tesla Optimus Robot: Production of 10,000 units in 2025, with robot supply to external companies planned for 2026.
• Robot Sales Price: Less than $20,000 per unit.

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4. The Future of Robotaxis and Autonomous Driving

– Launch of 100% Unmanned Autonomous Taxi Service in Austin

• Paid, unmanned robotaxi service scheduled to begin in Austin, Texas, in June 2025.
• FSD upgrade program offered to existing vehicle owners.

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5. Global Market Share and Battery Innovation

– Market Share

• Steady growth in China and Asian markets.
• Declining market share in North America and Europe. Expected recovery with lower-cost models.

– Battery Production Innovation

• First production of lithium concentrate completed. Enhanced production capacity for proprietary 4680 cells.

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6. Tesla's Vision for 2025 and Beyond

• Model Q Launch: Targeting the market with an economy-class vehicle.
• Optimus Robotaxi Business: Leveraging AI technology to expand revenue and production plans.
• Market Cap Outlook: Potential to become the world's leading company, surpassing the market cap of other global giants.

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Despite missing Q4 earnings, Tesla emphasized future growth through robotaxis, Optimus robots, and the energy business. In particular, the unmanned autonomous driving service and AI innovation have emerged as core strategies, increasing the likelihood of Tesla's success in 2025 and beyond.

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[More…]

• Tesla's Optimus Robot Innovation
  https://Next-Korea.com?s=Optimus

• Tesla's Autonomous Driving Robotaxi Service Outlook
  https://Next-Korea.com?s=Robot

*YouTube Source: [오늘의 테슬라 뉴스]

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