NASDAQ$TSLA

Tesla Motors, Inc. · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Tesla's Q4 2024 revenue reached $25.7 billion, up 2% year-over-year, driven by growth in energy and services segments. However, operating income declined 23% to $1.6 billion due to increased R&D expenses and lower vehicle prices. Net income for Q4 stood at $2.3 billion, including a $0.6 billion gain from digital assets. The company achieved record vehicle deliveries and energy storage deployments. Operating cash flow was $4.8 billion, while free cash flow reached $2.0 billion.

Headline financials

Total Revenue

$25.7B

Previous: $25.2B+2.1%
EPS (adj)

$0.73

Previous: $0.71+2.8%
Capital Expenditures

-$2.78B

Previous: -$2.31B-20.6%
Free Cash Flow

$2.03B

No prior period
Net Income

$2.32B

Previous: $7.93B-70.8%
Operating Income

$1.58B

Previous: $2.06B-23.3%
Gross Profit

$4.18B

Previous: $4.44B-5.8%
R&D Expense

$1.28B

Previous: $1.09B+16.6%
Stock-Based Comp

$579M

Previous: $484M+19.6%

Revenue & EPS history

Tesla · Revenue · Quarterly

$25.7B

Q4 2024+2.1%vs Q4 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Tesla · $23.4B total across 5 segments · Q3 2023

  • Automotive Sales
    $18.6B
  • Services & Other
    $2.17B
  • Energy & Storage
    $1.56B
  • Regulatory Credits
    $554M
  • Automotive Leasing
    $489M

Forward guidance

Tesla expects growth in 2025 driven by new vehicle launches, AI advancements, and increased energy storage deployments. However, profitability may be impacted by macroeconomic conditions and continued investment in autonomy and manufacturing.

Tailwinds

  • Strong growth in energy storage deployments projected at 50% year-over-year.
  • Continued advancements in Full Self-Driving (FSD) technology with plans for expansion in Europe and China.
  • New, more affordable vehicle models planned for 2025 production.
  • Cybertruck expected to qualify for tax credits, boosting affordability.
  • Tesla aims to leverage AI and fleet-based services to enhance profitability.

Headwinds

  • Lower vehicle average selling prices could impact margins.
  • Increased operating expenses due to AI and R&D investments.
  • Macroeconomic uncertainty may affect demand and growth rates.
  • Manufacturing ramp-up for new models may be slower than expected.
  • Potential regulatory challenges in key markets such as Europe and China.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.1%

Avg return

Earnings day

+2.3%

Avg return

5 days after

+2.5%

Avg return

30 days after

56%

36 / 64 earnings

Positive

+25.1%

Q1 2013

Best reaction

-14.1%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-5.9%-3.0%+10.0%
Q1 2026+0.5%-3.0%+10.0%
Q3 2025+3.6%+4.9%-10.9%
Q2 2025-8.2%-3.4%+2.2%
Q1 2025+5.4%+20.1%+42.6%
Q4 2024+2.9%+0.8%-24.7%
Q3 2024+19.5%+20.4%+61.7%
Q2 2024-14.1%-12.6%-16.2%
Q1 2024+14.1%+18.5%+22.3%
Q4 2023-12.7%-8.7%-8.2%
Q3 2023-13.6%-16.8%-8.1%
Q2 2023-10.4%-8.3%-26.5%
Q1 2023-11.6%-11.8%-2.3%
Q4 2022+11.4%+15.8%+36.8%
Q3 2022-5.9%-4.1%-18.2%
Q2 2022+10.7%+9.3%+20.8%
Q1 2022-1.9%-2.9%-35.4%
Q4 2021-9.7%+2.0%-11.8%
Q3 2021+3.4%+18.6%+31.6%
Q2 2021+0.2%+6.8%+10.5%
Q1 2021-3.4%-2.7%-15.1%
Q4 2020-5.4%-4.9%-23.5%
Q3 2020+0.9%-0.4%+16.0%
Q2 2020-3.5%-1.8%+30.7%
Q1 2020+1.7%-1.0%+8.6%
Q4 2019+13.0%+37.6%+17.8%
Q3 2019+17.3%+28.2%+30.3%
Q2 2019-12.1%-9.4%-18.7%
Q1 2019-6.1%-8.5%-27.8%
Q4 2018+3.2%+5.2%-0.9%
Q3 2018+7.0%+13.8%+10.8%
Q2 2018+17.2%+14.7%+1.2%
Q1 2018-5.2%+1.0%-2.7%
Q4 2017-5.6%-5.5%-2.0%
Q3 2017-9.7%-8.7%-7.5%
Q2 2017+8.6%+11.1%+11.2%
Q1 2017-7.3%-3.7%+6.6%
Q4 2016-7.7%-11.2%-5.1%
Q3 2016+0.8%-2.3%-2.8%
Q2 2016+1.5%-0.5%-12.9%
Q1 2016-9.0%
Q4 2015+1.5%
Q3 2015+8.4%
Q2 2015-7.5%
Q1 2015+1.7%
Q4 2014-6.2%
Q3 2014+0.9%
Q2 2014+1.9%
Q1 2014-13.8%
Q4 2013+3.1%
Q3 2013-13.7%
Q2 2013+7.9%
Q1 2013+25.1%
Q4 2012+2.0%
Q3 2012+0.5%
Q2 2012+4.0%
Q1 2012-1.6%
Q4 2011-1.6%
Q3 2011+0.9%
Q2 2011+3.6%
Q1 2011-3.8%
Q4 2010+3.7%
Q3 2010+9.6%
Q2 2010+6.8%
Q1 2010

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