BiyaPay Analyst: Musk Bets on AI and Robotaxi, Tesla Q2 Earnings Report to Be Revealed Tonight
BlockBeats News, July 22, according to BiyaPay analysts, after the U.S. stock market closed on July 23, Tesla (TSLA) will release its second-quarter 2025 financial report. Musk, in his "sleeping office" at the Austin factory, is fully committed to supporting the FSD and Robotaxi projects, aiming to redefine Tesla's valuation through AI and autonomous driving business.
However, the reality is more severe. Tesla's Q2 delivery data shows a 13.3% year-on-year sales decline, marking the largest quarterly delivery drop in the company's history, despite launching various promotional activities. The market generally expects Tesla's earnings per share this quarter to be around $0.39 to $0.40, with total revenue between $22.1 billion and $22.4 billion, a slight decrease year-on-year.
Nevertheless, the market's focus is gradually shifting from traditional automobiles to AI and Robotaxi. Investors are particularly concerned about the commercialization progress of Robotaxi and the updates and subscription progress of FSD, and whether they can contribute substantial revenue. Tesla's Dojo chip, energy storage, and supercharging network expansion are also key points of interest.
In addition, Tesla faces external risks, especially from changes in U.S. policies, which may impact the sales of entry-level models such as the Model 3. Whether Musk will address these policy risks during the earnings conference call has become the focus of investor attention.
BiyaPay analysts stated that in this challenging and opportunistic market environment, BiyaPay provides you with a convenient channel to trade U.S. and Hong Kong stocks with USDT, allowing users to participate in the global stock market in real time without the need for an offshore account.
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