Tesla Q4 2024 Earnings Call

Summary

Tesla reported nearly 2 million vehicle deliveries in 2024, with Model Y becoming the best-selling vehicle globally. CEO Elon Musk announced unsupervised FSD launch in Austin for June 2025. Cost per vehicle fell below $35,000. The company generated $3.6B free cash flow and projects 50%+ energy deployment growth in 2025. Musk predicts epic growth through 2028 driven by autonomy and robotics.

Key Points

• Nearly 2 million vehicles delivered in 2024
• Model Y was best-selling vehicle globally
• Unsupervised FSD launching in Austin June 2025
• Cost per vehicle below $35,000
• $3.6B free cash flow in 2024
• 50%+ energy deployment growth projected for 2025
• Camera-only approach for self-driving (no LiDAR)

Participants