The Tesla electric vehicle specialist could know “some difficult rooms” by the end of 2026, due to the abolition of advantages linked to the electric transition and a large large -scale deployment of autonomous driving.
“We are in a strange transition phase in which we will lose many advantages in the United States (…) and where we are at the beginning of autonomy,” Elon Musk, Chief of Tesla, during an audience on Wednesday, July 24.
“We could know some difficult quarters. (…) The fourth quarter (2025), the first quarter and the second quarter (2026),” he continued, ensuring that once the autonomy “is deployed on a large scale in the second semester” 2026, the situation would improve.
Tesla must negotiate a crucial turn linked to autonomous driving and artificial intelligence. At this point, the company spoke on Wednesday in a press release a “acceleration in the time of income generated by AI, software and linked to fleets.”
-13.5% in a year
According to Wedbush analysts, autonomy only represents around $ 1,000 billion in assessment for the company located in Austin, Texas (South).
She has already launched a driver taxi service, Robotaxi, in Austin in June, with some models while waiting for production in 2026 of her cyberbrab in 2026, and plans to extend it to San Francisco, then in other places (Nevada, Arizona, Florida, etc.).
“While we obtain regulatory green fires, we could cover half of the American population by the end of the year,” said the richest man in the world.
Until then, the group will work to straighten its world sales of vehicles that have decreased in the second quarter (-13.5% for a year), for the second consecutive quarter, according to the figures published in early July.
It suffers in particular due to the lack of renewal of its rank, greater competition, especially in China, a very important market for Tesla, for the participation of Elon Musk in the US political sphere or even a slowdown in the electric vehicle market.
The elimination of fiscal credit of $ 7,500 in the United States, scheduled for September 30, should stimulate their sales a bit, but then caress their brakes and anticipate experts.
What the leaders recognized during the audioconference, encouraging potential buyers to order before the end of August to be sure to be delivered by the Cleaver.
As a result of sales withdrawal, turnover fell 12% more than a year to $ 22.50 billion between April and June and net earnings from 16% to 1.17 billion.
In electronic exchanges after closing the New York Stock Exchange, Tesla’s action fell 4.85%.
Source: BFM TV
