Elon Musk warns that Tesla, down in the 2nd quarter, could have an empty passage

The Tesla electric vehicle specialist could know “A few difficult quarters” By the end of 2026, due to the abolition of advantages linked to the electric transition and pending the large -scale deployment of autonomous driving. Therefore, “We are in a bizarre transition phase where we will lose a lot of advantages in the United States (…) and where we are in the beginnings of autonomy”said Elon Musk, Tesla boss on Wednesday, during an audioconferencing. Moreover, “We may know a few difficult quarters. In addition, (…) The fourth quarter (2025). Moreover, the first quarter and the second quarter (2026) “he continued, assuring that once the autonomy “Large -scale deployed elon musk warns tesla, down in the second half” 2026, the situation would improve.

Tesla must indeed negotiate a crucial turn linked to autonomous driving and artificial intelligence. In addition, On this point. In addition, the company spoke of a press release on Wednesday a “Acceleration over time of income generated by AI, software and linked to fleets”. According to Wedbush analysts, autonomy alone represents around $ 1,000 billion in valuation for the company located in Austin, Texas (South).

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She has already launched a driverless taxi service – Robotaxi – in Austin in June. with a few models while waiting for the production in 2026 of her cybercab in 2026, and plans to extend it to San Francisco, then elsewhere (Nevada, Arizona, Florida, etc.). “As long as we get the regulatory green fires. we could cover half of the American population by the end of the year”noted the richest man in elon musk warns tesla, down the world. Until then, the group will work to straighten its world vehicle sales that have dropped in the second quarter (-13.5% over a year), for the second consecutive quarter, according to figures published in early July.

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Elon musk warns tesla. down

Lack of renewal in the range

It suffers in particular from a lack of renewal of its range, increased competition, especially in China – a very important market for Tesla -, from the involvement of Elon Musk in the American political sphere or even a slowdown in the electric vehicle market. The abolition of the tax credit of $ 7. 500 in the United States, scheduled for September 30, should stimulate its sales a little by then, but then stroke their brakes, anticipate elon musk warns tesla, down experts. What leaders recognized during the audioconference. encouraging potential buyers to order before the end of August to be sure of being delivered by the cleaver.

As a result of sales withdrawal, turnover fell 12% over one year to $ 22.50 billion between April and June and net profit from 16% to 1.17 billion. In electronic exchanges after closing the New York Stock Exchange, the Tesla share fell 4.85%. Unlike the commitments made in April. no annual objective was disclosed on Wednesday because “It is difficult to measure the impacts of a changing world trade and budgetary policies”said the group. According to financial director Vaibhav Taneja. the new customs duties inflicted by Donald Trump on imports from around the world weighed around $ 300 million.

“Because of a latency between production. sales, the total impact will only appear in the coming quarters”he said, prognosticating a cost increase “In elon musk warns tesla, down the short term”. In addition. Tesla began in June to make the first copies of a low -cost automobile – much awaited, but of which no detail has filtered – and whose large -scale production should start in the second half of the year. According to Wedbush, “For investors, the high priority is the initiatives in terms of AI (…). the markets are firmly on the lookout for any indication concerning Tesla’s investment in XAI”startup controlled by Elon Musk. The latter indicated in mid-July that an investment project with the capital of Xai was going to be submitted. to the Tesla General Assembly on November 6. “This is not the forum to discuss this subject”replied Vaibhav Taneja to an analyst inquiring from the project.