Artwork

Content provided by hyperchange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by hyperchange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Tesla Q2 2025 Delivery Analysis 📊

5:34
 
Share
 

Manage episode 492202791 series 2416899
Content provided by hyperchange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by hyperchange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Tesla's Q2 2025 Delivery & Production report is hot off the press! Just released this morning, Tesla announced 384,000 deliveries for the quarter and production of 410,000. This was better than the 365,000 in prediction markets, and the stock is rallying ~4% on the news. I thought the numbers we're ok, it was nice to see a rebound from Q1, but the year over year declines from Q2 last year and Q2 23 were real. My theory is as Robotaxi ramps up it will begin to organically drive demand for Tesla vehicles.

  continue reading

362 episodes

Artwork

Tesla Q2 2025 Delivery Analysis 📊

HyperChange

58 subscribers

published

iconShare
 
Manage episode 492202791 series 2416899
Content provided by hyperchange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by hyperchange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Tesla's Q2 2025 Delivery & Production report is hot off the press! Just released this morning, Tesla announced 384,000 deliveries for the quarter and production of 410,000. This was better than the 365,000 in prediction markets, and the stock is rallying ~4% on the news. I thought the numbers we're ok, it was nice to see a rebound from Q1, but the year over year declines from Q2 last year and Q2 23 were real. My theory is as Robotaxi ramps up it will begin to organically drive demand for Tesla vehicles.

  continue reading

362 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play