BONUS: Tesla's Latest Update - Record Revenue, Shrinking Profits

EV News Daily - Technology and Business of EVs

Martyn Lee

Technology, Leisure, Automotive, Business

4.8 • 749 Ratings

🗓️ 30 October 2025

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Welcome back to the podcast, welcome to a special bonus edition, and welcome to a show we’ll call ‘Teslas Latest Update – Record Revenue, Shrinking Profits’.

This isn’t a financial podcast, we’re interested in larger, more broader trends in the EV industry than quarterly bets on the stock market, and the infighting that goes along with it.

So that’s not the focus, we’re interested thinking more about the big picture. So as a bellweather of the EV industry, and for many in the media, the poster child, I wanted to see what they said on the most recent company update.

Just a reminder our bonus shows are exclusively for our Patreon supporters. For the first 7 days, only Patreon insiders get early access, their name on the list of legends for Executive Producers and above, and the power to shape future shows. If being in the know and recognised as a supporter sounds like you, join us now at patreon.com/evnewsdaily and become part of something special.

Transcript

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0:00.0	Welcome back to the podcast. Welcome to a special bonus edition and welcome to a show that we'll call
0:04.7	Tesla's latest updates record revenue shrinking profits. This is not a financial podcast. I'm interested in
0:11.5	larger, more broader trends in the EV industry than quarterly bets on the stock market and the
0:18.1	infighting that always goes along with it on the financial channels and on social media. So that's never my focus. I'm interested in thinking more about
0:26.2	the big picture. So as a bellwether of the EV industry in many people's minds and also for
0:33.0	many in the media at the poster child, I wanted to see what Tesla said on the most recent
0:37.2	company update. Just a reminder, our bonus shows are exclusively for our Patreon supporters. For the first seven days only, Patreon insiders get early access, their name on the list of legends for exec producers and above. Join me on the private chat called KillerWatt Confidential and Shape Future Shows. If that sounds like something you're interested in,
0:54.3	check out the Patreon page, $510, maybe more a month. This is how I own a living. And if not,
0:59.0	no worries, these shows will always be free. Let's get into it. Tesla just reported the most
1:04.2	contradictory quarter that I can remember. On one hand, record revenue of $28.1 billion.
1:11.8	Record deliveries of 497,000 vehicles and a staggering $4 billion in free cash flow.
1:20.2	Nice business, if you can get it.
1:22.0	The highest in company history.
1:23.5	The company is sitting on a war chest of $41.6 billion in cash and investments. They're not going
1:30.1	bust any time soon. For those of us that have been covering the EV industry for a long time,
1:34.7	what am I seven, eight years in now? Yeah, these are good times for Tesla. On the other hand,
1:40.5	profits are collapsing there. Net income is down 37% year over year to 1.4 billion. Operating income
1:47.4	dropped 40%. Margins are declining for the fourth straight quarter in a row. Earnings per share are down
1:53.7	as well. And in the immediate aftermath, the stock price was down and it'll probably bounce up and it'll
1:59.3	go down again.
2:03.6	I'll leave that to the people who worry about these things.
2:05.7	But let's zoom out a little bit.
	...

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