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Tesla’s top investor questions ahead of the Q1 2025 earnings call

Unsupervised FSD, Cybercab, and future models are just a few of the leading topics for the upcoming earnings call.

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Credit: Tesla Asia | X

The next Tesla earnings call is a week away, and many investors have already started voting on which questions they want answered during the meeting.

Shareholders can submit and vote on questions for the upcoming call using the Say Technologies platform and at the time of writing, the page already has a total of 2.59 million Tesla shares represented in the polls across a total of 6,390 participants. The Q1 2025 Tesla earnings call is set for next Tuesday, April 22 at 2:30 p.m. Pacific, and will be hosted live on X.

Currently, the top questions for the call include those about Tesla’s highly anticipated launch of Full Self-Driving (FSD) Unsupervised and the Cybercab, plans for more affordable models, the uncertain global economic climate, the Optimus robot, and more. Shareholders can continue submitting questions on the platform until Monday, April 21 at 1:00 p.m. Pacific.

Tesla reported delivering 336,681 vehicles and producing 362,215 in the first quarter of the year, and the company noted that it lost several weeks of production as it transitioned to building the new Model Y. The company also reported deploying 10.4 GWh of energy storage products, compared to just 4,053 MWh in the first quarter of last year.

Interestingly, Tesla shifted its wording of the earnings call in this year’s Q1 production and delivery report, instead referring to the upcoming meeting as a “Q1 Company Update.”

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READ MORE ON Q1 2025: Global EV sales climbed 29% in March, powered by China and Europe

Top 15 questions for Tesla’s Q1 2025 earnings call, by shares represented

  1. When will FSD unsupervised be available for personal use on personally-owned cars? (2,000 votes, 1.2 million shares)
  2. Is Tesla still on track for releasing “more affordable models” this year? Or will you be focusing on simplified versions to enhance affordability, similar to the RWD Cybertruck? (2,000 votes, 890,700 shares)
  3. How is Tesla positioning itself to flexibly adapt to global economic risks in the form of tariffs, political biases, etc.? (1,400 votes, 640,600 shares)
  4. Did Tesla experience any meaningful changes in order inflow rate in Q1 relating to all of the rumors of “brand damage”? (728 votes, 562,000 shares)
  5. Does Tesla still have a battery supply constraint (noted on Q4 ER call) and how does this change w/tariffs? (606 votes, 491,400 shares)
  6. Robotaxi still on track for this year? (1,300 votes, 426,700 shares)
  7. Regarding the Tesla Optimus pilot line, could you confirm if it is currently operational? If so, what is the current production rate of Optimus bots per week? Additionally, how might the recent tariffs impact the scalability of this production line moving forward? (744 votes, 405,400 shares)
  8. Can you provide more details on the plans for HW3 upgrade path for FSD? (411 votes, 376,500 shares)
  9. What is the plan to achieve the Whitehouse stated goal of doubling deliveries in 2 years based on specific market segments and regional factory contributions? (398 votes, 364,900 shares)
  10. When do you expect Robotaxi to expand to all major US cities? (809 votes, 318,900 shares)
  11. What is the Tesla solution for megapack battery cell supply in the US relating to tariffs and when does it come on line in production volume? Did Tesla import sufficient supply of LFP until US LFP Is ready? (307 votes, 315,200 shares)
  12. Has Tesla received any formal interest or entered into discussions with other automakers about licensing FSD technology, and if so, can you share any progress or obstacles you’ve encountered in those conversations? (334 votes, 288,900 shares)
  13. How is the AI for Optimus progressing? (319 votes, 286,700 shares)
  14. When is Grok coming to Tesla vehicles? And will it be able to control anything in the car? (372 votes, 241,000 shares)
  15. When will Tesla Insurance be available in all 50 states. I’m from Idaho, and I’m surrounded by states where it is available, but it isn’t available in my state. (195 votes, 224,200 shares)

Tesla reveals its Q1 Supercharger voting winners, opens next round

Zach is a renewable energy reporter who has been covering electric vehicles since 2020. He grew up in Fremont, California, and he currently lives in Colorado. His work has appeared in the Chicago Tribune, KRON4 San Francisco, FOX31 Denver, InsideEVs, CleanTechnica, and many other publications. When he isn't covering Tesla or other EV companies, you can find him writing and performing music, drinking a good cup of coffee, or hanging out with his cats, Banks and Freddie. Reach out at zach@teslarati.com, find him on X at @zacharyvisconti, or send us tips at tips@teslarati.com.

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California proposal to allow self-driving tests for heavy-duty trucks

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A new proposal in the state of California would allow initial testing of self-driving heavy-duty trucks, as Tesla and others aim to bring their driverless technologies to market with Class 8 trucks and other large vehicles.

On Friday, the California Department of Motor Vehicles (DMV) said that it’s proposing self-driving vehicle tests be allowed on public roads for heavy-duty trucks and other large vehicles, as detailed in a report from Reuters. The news comes as heavy-duty vehicles about 10,001 pounds are currently unable to utilize public self-driving tests in California, as well as others such as Texas, Arizona, and Arkansas.

The proposal would restrict autonomous testing for semi-trucks and other oversized vehicles to specified, pre-selected routes that would be pre-determined to be legal for size, weight, and loading requirements. It would also ban testing these vehicles on city streets, with selected routes primarily including major highways.

The state would also prohibit testing of specific heavy-duty vehicles until further notice under the proposal, including household movers, commercial vehicles used to transport passengers, oversize loads, bulk liquids, or hazardous materials.

READ MORE ON SELF-DRIVING FOR HEAVY-DUTY TRUCKS:

The DMV plans to hold a public hearing on the proposal on June 10, after which point it would be allowed to move forward with the agency.

California has been preparing regulations for autonomous trucking since at least last August, when the state submitted an initial draft for such a legal framework.

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The state is also evaluating whether light-duty vehicle testing requirements should be updated. Currently, the state requires a permit to test self-driving vehicles utilizing a safety driver, before applying for subsequent phases of driverless testing and deployment permits.

To apply for driverless testing permits, manufacturers are required to conduct testing for a minimum of 50,000 miles, while heavy-duty manufacturers would be required to complete at least 500,000 autonomous testing miles under the proposal. Of them, up to 40,000 of the miles are allowed to be completed outside of California.

The news also follows the Trump administration’s aims to accelerate self-driving deployment this week through the expansion of exemptions for certain reporting requirements.

Although Tesla’s Full Self-Driving (FSD) is not currently available for the company’s electric Semi, it’s expected to become available at some point in the future. Tesla has also been spotted testing its FSD on the Semi in and around Giga Nevada, ahead of the company’s plans to launch the software on the Class 8 truck.

Tesla is currently aiming to ramp up production of the Semi, and it’s constructing an expansion to its Gigafactory in Nevada to eventually scale up to volume production.

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Tesla reservation emails hint at imminent launch in India

Tesla appears to be nearing the launch of vehicle sales in India, as hinted at in a recent correspondence with early reservation holders.

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A report this week says that Tesla has sent out a new batch of emails to some of its earliest reservation holders in India, suggesting that the company’s highly anticipated launch of electric vehicles (EVs) in the country could be imminent.

As seen in emails viewed by Bloomberg in a Friday report, Tesla has begun refunding early reservation holders in India, indicating that the U.S. automaker seems to be nearing its official debut in the country. Some Model 3 reservation holders in India initially paid deposits to purchase a Tesla as early as 2016, and they come due to the company having refreshed the vehicle’s design last year.

“We would like to return your reservation fee for the time being,” Tesla writes in the email. “When we finalize our offerings in India, we will reach out in the market again. We hope to see you back with us once we are ready to launch and deliver in your country.”

The launch is thought to be highly consequential for Tesla, as India is the world’s third-largest auto market, and thousands of people in the nation are employed by vehicle and component manufacturing facilities. However, years of talks between Tesla and the government about launching sales and potentially a factory there have hit a standstill multiple times, largely due to disagreements over the country’s high import duties.

READ MORE ON TESLA INDIA: India to hold EV import policy workshop in bid to attract Tesla, other EV makers: report

While many are speculating as to when exactly Tesla could launch vehicle sales in India, several other indicators have also suggested that the maker is getting close to doing so.

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Last weekend, a Tesla Model Y with a privacy wrap was seen being tested in India, marking the second such sighting to take place in the past few weeks. The company also officially began the certification and homologation processes for the new versions of both the Model Y and Model 3 in India last month, and it has been hiring and picked out two sites for initial stores in the country, the first in Mumbai and a second in New Delhi.

A Bloomberg report in February also claimed that Tesla was aiming to sell vehicles in India around the third quarter of the year, though models being sold in the country had not yet been revealed at the time.

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These Tesla Superchargers are free today for Earth Week

Canada and other countries are missing on the free Earth Week Supercharging map, while the U.S. state of California gets the promo at two sites.

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Tesla has made several of its Supercharging stations free in markets around the world over the weekend, in order to commemorate Earth Day, which took place earlier this week.

On Friday, Tesla posted on its charging account on X that it would be offering free Supercharging across 30 select stations on Saturday in celebration of Earth Day and Week. The chargers are set to be free during daytime work hours, and they’re scattered in locations across Europe, North America, and the Asia-Pacific region.

Tesla also says it may have employees handing out “goodies” at some of the sites, though the company didn’t disclose what they would be.

“Closing out Earth Week with free charging at the following Superchargers on April 26th,” Tesla writes. “You might even catch some Tesla employees with goodies!”

In the U.S., the Supercharger stations offering free charging include two located in California, along with one each in Florida, Arizona, Illinois, and New Jersey. The company is also offering free Supercharging in Nuevo León, Mexico, in the city of Monterrey.

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You can see the full list of free Supercharger locations below, along with the times the offer is still available on Saturday.

READ MORE ON TESLA SUPERCHARGERS: Tesla’s Hollywood Diner is finally getting close to opening

Tesla Superchargers offering free charging on Saturday, April 26

Europe (9:00 a.m. to 6:00 p.m.)

North America (9:00 a.m. to 6:00 p.m.)

Asia-Pacific

Tesla’s Superchargers in North America opening to non-Tesla EVs

Along with allowing Tesla’s vehicles to charge at Supercharger stations, the company has slowly been rolling out access to other, non-Tesla electric vehicle (EV) brands in North America over the past several months. For example, Superchargers opened to Kia’s EVs in North America on Thursday, increasing the company’s chargers to the over 40,000 DC fast-charging stations and doubling the number of stations owners of the car brand can use.

Other brands with access to Tesla’s Superchargers include Kia parent company Hyundai, Ford, GM, Genesis, Lucid, Mercedes, Nissan, Polestar, Rivian, and Volvo, and Volkswagen and subsidiary Audi are the next brands in line to gain access.

Tesla also runs three-month Supercharger voting periods for owners to cast votes on where they’d like to see new Superchargers built, and the company recently opened its voting round for the second quarter along with revealing the winning locations from Q1.

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