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Tesla's Q4/2025, on the surface, wasn't a bad quarter:
Gross margin rebounds to 20.1%
Balance Sheet Remains Rock Solid
Balance sheet remains robust with over $37 billion in cash.
But behind those figures lies an undeniable reality:
Vehicle deliveries decline -15.6% Y/Y
Full-year 2025 revenue falls -3% Y/Y – Tesla's first annual contraction since going public.
The auto segment, which accounts for over 70% of revenue, is clearly slowing amid intensifying competition
All market expectations are now pinned on the 'future': Robotaxi, Optimus, AI and a vision far beyond an EV maker.
Thus, Tesla's Q4/2025 is no longer just an earnings puzzle, but a litmus test of whether those grand promises can offset the weakening traditional car sales engine fast enough.
In this week's article, Viet Hustler dissects Tesla's Q4/2025 earnings report with readers and assesses where the growth story stands in its new cycle.
Q4/2025 Earnings Overview
As China Rises and Politics Turns Away: Tesla Losing Ground in EU, Canada, California
Repositioning the EV Business: Ditching 'Premium Automaker' to Pave Way for Autonomous Era
Robotaxi: Ready But Not Yet Scalable
Optimus & Potential SpaceX M&A – Story or Real Strategy?
Biggest Promise: Optimus & Potential SpaceX Merger – Narrative or Strategy?
