Tesla (TSLA) releases Q4 2024 results: big miss on revenue and earnings - Related to fsd?, revenue, releases, earnings, big
Skeptical of FSD?
Tesla CEO Elon Musk stated that “your family’s life might depend on” having solar, despite that he’s part of a US government administration that has alr......
We are finally getting a look at Volkswagen’s answer to BYD and other low-cost Chinese electric cars. Volkswagen previewed its cheapest EV for the fir......
Tesla (TSLA) releases Q4 2024 results: big miss on revenue and earnings
Tesla (TSLA) released its financial results and shareholders letter for the fourth quarter (Q4) and full-year 2024 after market close today.
We are updating this post with all the details from the financial results, shareholders’ letter, and the conference call later tonight. Refresh for the latest information.
As we reported in our Tesla Q3 2024 earnings preview yesterday, the Wall Street consensus for this quarter was $[website] billion in revenue and earnings of $[website] per share.
Now, did Tesla meet, beat, or miss the expectations?
Just after the market close today, Tesla released its financial results and confirmed that it did miss expectations with earnings of $[website] per share (non-GAAP) and it missed revenue expectations with $25,707 billion during the last quarter.
That’s significantly below expectations and triggered a 5% drop in Tesla’s share price after the results were released. The stock has since recovered.
Tesla’s gross profits were down 6% year-over-year in Q4. That’s despite selling more regulatory credits.
For the full-year 2024, Tesla’s earnings per share is down 22% despite many seeing Tesla as a “growth stock”:
The silver lining is that while growth has gone away, Tesla remains profitable and has grown its cash stack to $[website] billion.
We will be posting our follow-up posts here about the earnings and conference call to expand on the most crucial points (refresh the page to see the most recent posts):
Here’s Tesla’s Q4 2024 shareholder presentation in full:
Here’s Tesla’s conference call for the Q4 2024 results:
Starting off today’s Green Deals is Blix’s Valentine’s Day sale with up to $600 in savings across three e-bikes, two of which are the newest models re......
Elon Musk finally admits that Tesla will have to replace its HW3 self-driving computers. He noted it would be difficult, but Tesla would do it.
The world’s largest automaker wants to catch up in the global EV race after falling behind rivals like Tesla and BYD. On Wednesday, Toyota revealed t......
Which automakers have Tesla Supercharger access?
Tesla's opened its Supercharger network to non-Teslas.
Ford and Rivian were the first non-Teslas to plug in.
Access takes an automaker-provided adapter or Tesla Magic Dock.
In most cases there are software components and it's more than just an adapter.
By the end of 2024, nearly ever major EV brand selling cars in the [website] had signed on to offer Tesla Supercharger access, and eventually adopt the automaker's NACS port for future EVs. But the rollout has proceeded at different speeds for each brand.
Owners of EVs from most non-Tesla brands must use an adapter to connect with Supercharger stations until the widespread rollout of new cars with NACS ports, a process that in the recent past started with the 2025 Hyundai Ioniq 5 and is aided by the formalization of NACS as a true standard by the SAE in late 2023.
Most automakers are also pushing software updates that allow their EVs to properly interface with Supercharger stations for plug-and-charge operation, as well as updates that allow Supercharger stations to appear on in-vehicle route planning and payment apps. With these updates in place, Tesla's Magic Dock adapter at many Supercharger stations may work in lieu of a separate automaker-provided adapter.
As with the original announcements of the switch to the Tesla charge port, Ford led the way in providing adapters to let consumers fast-charge at Supercharger stations. That started in February 2024, with other automakers following later in the year and a few now confirmed for the first half of 2025. Here's where things stand now.
Automakers that have Supercharger access supported:
Automakers with Supercharger access "coming soon," :
As Green Car Reports has pointed out before, Tesla's V4 hardware will likely be able to handle electric vehicles that charge at 800 volts at the full rate. But Tesla's V3 hardware—the majority of North American hardware available on the Supercharger network at this time—the limit is 400 volts, or maybe a little bit higher.
That creates a dilemma for automakers already selling vehicles with 800-volt charging, as those cars will charge slower at Tesla V3 Supercharger stations than they would at the most powerful CCS stations. But the more widespread deployment of V4 Superchargers will help solve that, along with the buildout of the Ionna fast-charging network backed by eight automakers that's expected to include both CCS and NACS connectors.
Several automakers, including Honda, Hyundai, Ford, and Kia, reported higher EV sales in the US in January.......
Starting off today’s Green Deals is Blix’s Valentine’s Day sale with up to $600 in savings across three e-bikes, two of which are the newest models re......
Former reality TV contestant Sean Duffy. Photo by Gage Skidmore.
Sean Duffy, who was just confirmed as Secretary of Transportation on the back of the ......
Market Impact Analysis
Market Growth Trend
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|
| 8.3% | 10.0% | 10.5% | 11.6% | 12.3% | 12.7% | 12.8% |
Quarterly Growth Rate
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 |
|---|---|---|---|
| 10.9% | 11.7% | 12.4% | 12.8% |
Market Segments and Growth Drivers
| Segment | Market Share | Growth Rate |
|---|---|---|
| Connected Cars | 35% | 14.2% |
| Autonomous Driving | 22% | 18.5% |
| EV Technology | 28% | 21.9% |
| Telematics | 10% | 9.7% |
| Other Automotive Tech | 5% | 6.3% |
Technology Maturity Curve
Different technologies within the ecosystem are at varying stages of maturity:
Competitive Landscape Analysis
| Company | Market Share |
|---|---|
| Tesla | 16.9% |
| Waymo | 12.3% |
| NVIDIA DRIVE | 10.7% |
| Bosch | 9.5% |
| Continental | 7.8% |
Future Outlook and Predictions
The Tesla Skeptical Tsla landscape is evolving rapidly, driven by technological advancements, changing threat vectors, and shifting business requirements. Based on current trends and expert analyses, we can anticipate several significant developments across different time horizons:
Year-by-Year Technology Evolution
Based on current trajectory and expert analyses, we can project the following development timeline:
Technology Maturity Curve
Different technologies within the ecosystem are at varying stages of maturity, influencing adoption timelines and investment priorities:
Innovation Trigger
- Generative AI for specialized domains
- Blockchain for supply chain verification
Peak of Inflated Expectations
- Digital twins for business processes
- Quantum-resistant cryptography
Trough of Disillusionment
- Consumer AR/VR applications
- General-purpose blockchain
Slope of Enlightenment
- AI-driven analytics
- Edge computing
Plateau of Productivity
- Cloud infrastructure
- Mobile applications
Technology Evolution Timeline
- Technology adoption accelerating across industries
- digital transformation initiatives becoming mainstream
- Significant transformation of business processes through advanced technologies
- new digital business models emerging
- Fundamental shifts in how technology integrates with business and society
- emergence of new technology paradigms
Expert Perspectives
Leading experts in the automotive tech sector provide diverse perspectives on how the landscape will evolve over the coming years:
"Technology transformation will continue to accelerate, creating both challenges and opportunities."
— Industry Expert
"Organizations must balance innovation with practical implementation to achieve meaningful results."
— Technology Analyst
"The most successful adopters will focus on business outcomes rather than technology for its own sake."
— Research Director
Areas of Expert Consensus
- Acceleration of Innovation: The pace of technological evolution will continue to increase
- Practical Integration: Focus will shift from proof-of-concept to operational deployment
- Human-Technology Partnership: Most effective implementations will optimize human-machine collaboration
- Regulatory Influence: Regulatory frameworks will increasingly shape technology development
Short-Term Outlook (1-2 Years)
In the immediate future, organizations will focus on implementing and optimizing currently available technologies to address pressing automotive tech challenges:
- Technology adoption accelerating across industries
- digital transformation initiatives becoming mainstream
These developments will be characterized by incremental improvements to existing frameworks rather than revolutionary changes, with emphasis on practical deployment and measurable outcomes.
Mid-Term Outlook (3-5 Years)
As technologies mature and organizations adapt, more substantial transformations will emerge in how security is approached and implemented:
- Significant transformation of business processes through advanced technologies
- new digital business models emerging
This period will see significant changes in security architecture and operational models, with increasing automation and integration between previously siloed security functions. Organizations will shift from reactive to proactive security postures.
Long-Term Outlook (5+ Years)
Looking further ahead, more fundamental shifts will reshape how cybersecurity is conceptualized and implemented across digital ecosystems:
- Fundamental shifts in how technology integrates with business and society
- emergence of new technology paradigms
These long-term developments will likely require significant technical breakthroughs, new regulatory frameworks, and evolution in how organizations approach security as a fundamental business function rather than a technical discipline.
Key Risk Factors and Uncertainties
Several critical factors could significantly impact the trajectory of automotive tech evolution:
Organizations should monitor these factors closely and develop contingency strategies to mitigate potential negative impacts on technology implementation timelines.
Alternative Future Scenarios
The evolution of technology can follow different paths depending on various factors including regulatory developments, investment trends, technological breakthroughs, and market adoption. We analyze three potential scenarios:
Optimistic Scenario
Rapid adoption of advanced technologies with significant business impact
Key Drivers: Supportive regulatory environment, significant research breakthroughs, strong market incentives, and rapid user adoption.
Probability: 25-30%
Base Case Scenario
Measured implementation with incremental improvements
Key Drivers: Balanced regulatory approach, steady technological progress, and selective implementation based on clear ROI.
Probability: 50-60%
Conservative Scenario
Technical and organizational barriers limiting effective adoption
Key Drivers: Restrictive regulations, technical limitations, implementation challenges, and risk-averse organizational cultures.
Probability: 15-20%
Scenario Comparison Matrix
| Factor | Optimistic | Base Case | Conservative |
|---|---|---|---|
| Implementation Timeline | Accelerated | Steady | Delayed |
| Market Adoption | Widespread | Selective | Limited |
| Technology Evolution | Rapid | Progressive | Incremental |
| Regulatory Environment | Supportive | Balanced | Restrictive |
| Business Impact | Transformative | Significant | Modest |
Transformational Impact
Technology becoming increasingly embedded in all aspects of business operations. This evolution will necessitate significant changes in organizational structures, talent development, and strategic planning processes.
The convergence of multiple technological trends—including artificial intelligence, quantum computing, and ubiquitous connectivity—will create both unprecedented security challenges and innovative defensive capabilities.
Implementation Challenges
Technical complexity and organizational readiness remain key challenges. Organizations will need to develop comprehensive change management strategies to successfully navigate these transitions.
Regulatory uncertainty, particularly around emerging technologies like AI in security applications, will require flexible security architectures that can adapt to evolving compliance requirements.
Key Innovations to Watch
Artificial intelligence, distributed systems, and automation technologies leading innovation. Organizations should monitor these developments closely to maintain competitive advantages and effective security postures.
Strategic investments in research partnerships, technology pilots, and talent development will position forward-thinking organizations to leverage these innovations early in their development cycle.
Technical Glossary
Key technical terms and definitions to help understand the technologies discussed in this article.
Understanding the following technical concepts is essential for grasping the full implications of the security threats and defensive measures discussed in this article. These definitions provide context for both technical and non-technical readers.
platform intermediate
interface intermediate
electric vehicle intermediate
Related Articles
