Continuing to expand, keeping a close watch.

Tesla

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Tesla reports Q2 earnings on Jul 23. Consensus sees Q2 revenue at ~$26.285bn (+16.84% YoY) and EPS at $0.312 (-5.52% YoY). With deliveries hitting 480k units, the key question is whether margins and profitability can hold up under the volume-for-price trade-off. Beyond the auto biz, the market is laser-focused on Musk's two 'future bets' — the rollout pace of Robotaxi (Cybercab) and Optimus humanoid robot progress — and whether the heavy capex behind both can translate into returns in time. What matters more to you in this print: deliveries and GPM, or the upside story around Robotaxi and AI? Share your take.

Tesla reports Q2 earnings on Jul 23. Consensus sees Q2 revenue at ~$26.285bn (+16.84% YoY) and EPS at $0.312 (-5.52% YoY). With deliveries hitting 480k units, the key question is whether margins and profitability can hold up under the volume-for-price trade-off. Beyond the auto biz, the market is laser-focused on Musk's two 'future bets' — the rollout pace of Robotaxi (Cybercab) and Optimus humanoid robot progress — and whether the heavy capex behind both can translate into returns in time. What matters more to you in this print: deliveries and GPM, or the upside story around Robotaxi and AI? Share your take.

Tesla Q2: Revenue Up, Profits Down,How to Read it?

Tesla has expanded its unsupervised Robotaxi program in Florida to include Tampa and Orlando, joining Miami as operational cities. This rollout covers specific geofenced areas in both cities, targeting high-demand tourist and commercial zones. The service operates without safety drivers, utilizing existing Model Ys and future Cybercabs. This expansion adds to Tesla's current US presence in Austin, Dallas, Houston, and the San Francisco Bay Area.

- Tesla has expanded its Robotaxi program in Florida, adding Tampa and Orlando as new locations for autonomous ride-hailing.  
- These cities join Miami and several others as operational areas for the unsupervised Robotaxi rides, which employ AI without safety drivers.  
- The geofences in both cities cover key areas, targeting high-demand regions, with plans for further growth as Tesla increases its Robotaxi fleet.

Teslarati

Tesla Robotaxi program expands in Florida to two new cities

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