Tesla’s Q4 results were shaped by shifting demand patterns and significant operational changes, as management pointed to a surge in U.S. vehicle purchases in the prior quarter and increased international deliveries, especially in smaller markets like Malaysia and Poland, as key factors. CFO Vaibhav Taneja attributed steady automotive margins to a favorable regional mix and highlighted growing adoption of Tesla’s Full Self-Driving (FSD) software, noting, “FSD adoption continued to improve in the quarter, reaching nearly 1,100,000 paid customers globally.” Management also flagged sustained strength in the energy segment, with record deployments and continued demand for MegaPack and Powerwall products.
Elon Musk says the fastest way to increase America's energy output is through batteries, something China is already doing at scale and seeing incredible results.
Tesla Inc. earnings were strong, but its near-term put options still have high yields. An investor who sells short 1-month puts can make a 2.50% investment income. That's attractive to value investors.
Late on Monday, the company launched a new Model Y variant in the U.S., called the Model Y AWD for $41,990, and renamed the cheaper Model Y Standard to Model Y RWD.
