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Last Updated: 30 August 2025, 02:57 AM
I have just reported the falling sales of Tesla in Q2 2025 compared to Q2 of Q2 of 2024 and Q2 in the United States. Tesla’s sales are down, down, down-and this is also the time when non-Tesla EV sales are ending. Globally, we have also seen a decline in Tesla’s sales for the past two years. Question – Fourth after the fourth – is whether the US Electric Car Company began to return to health and can return to significant sales.
Since I see more promises about “full self -driving” expectations from Elon Musk’s popup at the end of the year, serious predictions (still), I had to think that there are really two most different ways to eliminate Tesla 2025. And this is not just a matter or less or less sale. This is a potentially existential matter for the company, or a global transformation for society. Let’s follow two different scenarios and just make a list of what these different different facts can result.
Tesla is full of self -driving (non -supervised) extensively and successfully.
- If the “FSD non-surfaced” eventually looks at large-scale market rollouts-where ordinary Tesla owners can turn on FSD, take a blink or watch the movie, and let their cars completely run for them (with all the responsibility going to Tesla)-then, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes, yes
- In this scenario, dominant. , Tesla used to shoot through the ceiling. Tesla will eventually stop the sale of bleeding, and most likely use all production capabilities, which will increase production and sales by 30 % in 2024 compared to the same time period.
- The sales will definitely increase by 500,000 vehicles in a quarter, and prices and margins will increase.
- Even Tesla can start construction of a new factory.
- In addition, Tesla will make a lot of money to sell FSD to current and new Tesla owners, which will increase the company’s financial affairs significantly and eventually justify the company’s huge market cap and more real -world for stock price.
- Although the challenges of consumer demand by the models in the market will still face the challenges of the demand for some long time, as well as a slightly stagnant, as well as the tensions that are politically nasalized by Elon Musk, these people will not be able to demand that they do not matter.
Tesla completes full self -driving (non -supervised) timeline targets, not ready for prime time.
- In a very different scenario, if Tesla does not break the nut on a non -surveyed FSD and only continues to deploy it to limited trials with human safety drivers, things can be dirty. With no survey to the FSD, what is the big bridge that will jump once again to increase Tesla’s sales?
- Tesla will see an increase in sales in Q2 in the United States as people run for EVS before US tax credit, people run to take their cars, but then it will decrease the sale in the following constituencies. In fact, can sell Really Q3 and Q4 in the United States less and about it. Without serious catalyst, the loss of tax credit is certainly a great success in Tesla’s sales. (Ironically, Biden and Democrats restored tax credit for Tesla, and then Donald Trump and other Republican Elon Musk helped snatch this important subsidy for the purchase of Tesla vehicles in the United States).
- In the meantime, in Europe, Tesla’s sales have ended and there is no real sign of recovery, especially without FSD without reaching any customer cars. And in China, the competition in the auto sector is clearly rapidly innovating and Tesla may face more and more consumer demand challenges.
- Meanwhile, Tesla spends more money on central AI hardware and software development, which is believed to be provided with any progress to the FSD at any moment. In the past one year, these costs have been increasing rapidly, and it seems that they can weigh the company to some extent as they continue to grow enough fruits to supply/sell FSD to consumers and make it worth it all.
- Tesla’s total margin and profit are decreasing as costs have risen and sales have decreased, but the company is still making a quarter after the quarter. It can turn its head, though, if costs continue to grow and low and fewer people are buying Tesla cars.
These are two very different potential futures for Tesla and Tesla [NASDAQ:TSLA] Shares. Which one will be? Or is there really no middle ground that is not near?
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