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September 30, 2025 3 mins
Tesla BioSnap a weekly updated Biography.

Tesla has been in the spotlight for a flurry of reasons over the past few days, the headlines swirling as the company closes the third quarter of 2025 with a mix of cautious optimism, strategic pivots, and those trademark Elon Musk theatrics that never fail to keep Wall Street and the Twittersphere on edge. Tesla’s most recent quarterly report, according to CNBC and multiple industry analyses, showed revenue slipping 12 percent year-over-year to $22.5 billion, missing expectations and driven by a 16 percent drop in automotive sales and expiring regulatory credits. Investors still shrugged this off, buoyed by Tesla’s intensifying focus on artificial intelligence and energy solutions, with over $9 billion poured into AI and the robotaxi program this year.

While the U.S. auto sales scene is showing signs of oversupply and intense price competition—as recently dissected by CleanTechnica—China is again Tesla’s crown jewel. Teslarati reports that in China, Tesla capped Q3 with its single strongest week, boosted by the new six-seat Model Y L, which is already close to selling out for the next two months. Deutsche Bank expects September deliveries to hit 72,000 vehicles, up sharply from August thanks to this latest model catching fire with Chinese families. Despite Q3 totals still lagging 8.7 percent behind last year, there’s newfound momentum, and the extended-wheelbase Model Y might just save Q4’s outlook.

Meanwhile, Europe is staging its own Tesla comeback story. Teslarati highlights a 492 percent registration surge for the Model Y in Sweden, with execs quietly raising production targets at Berlin Gigafactory. Used Tesla resale values in Sweden have bounced over 10 percent since June—chalk up at least one market where sentiment has flipped from despair to demand.

Back in the U.S., Tesla stock has seesawed but mostly gained through September, closing as high as $433.77, per CarbonCredits.com, after Elon Musk splashed $1 billion on his own company—his first open-market buy since 2020. Analysts are still bullish, forecasting potential record global Q3 deliveries and keeping a close eye on the much-awaited Model 2, which Tesla says rolled off pilot lines in June with hopes of volume production later this year, as reported by AOL.

On social media, Musk is pounding the table about his new performance plan and bracing for another battle over control against activist investors. Not a Tesla App reports an imminent rollout of Full Self-Driving V14, while speculation swirls everywhere from robotaxi launches in Austin to the endlessly rumored Tesla phone. For that last one, Economic Times points out that Musk still denies any such device—unless “absolutely necessary.”

Competition remains fierce, especially in China, and the path to Musk’s audacious goal of $8.5 trillion market cap is paved with risk as much as innovation. But if the past few days have shown anything, it is that Tesla’s story—filled with volatility, ambition, and internet drama—is nowhere near running out of charge.

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Transcript

Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Tesla has been in the spotlight for a flurry of
reasons over the past few days, the headline swirling as
the company closes the third quarter of twenty twenty five
with a mix of cautious optimism, strategic pivots, and those
trademark elon musk theatrics that never fail to keep Wall
Street and the Twitter sphere on edge. Tesla's most recent
quarterly report, according to CNBC and multiple industry analyzes, showed

(00:23):
revenue slipping twelve percent year over year to twenty two
dollars and five cents, missing expectations and driven by a
sixteen percent drop in automotive sales and expiring regulatory credits.
Investors still shrugged this off, buoyed by Tesla's intensifying focus
on artificial intelligence and energy solutions, with over nine billion

(00:44):
dollars poured into AI and the robot taxi program this year.
While the US auto sales scene is showing signs of
oversupply and intense price competition, as recently dissected by Clean Technica,
China is again Tesla's crown jewel. Uslarrati reports that in China,
Tesla capped Q three with its single strongest week, boosted

(01:05):
by the new six seat Model Y L, which is
already close to selling out for the next two months.

(01:30):
Derscha Bank expects September deliveries to hit seventy two thousand vehicles,
up sharply from August thanks to this latest model catching
fire with Chinese families. Despite Q three total still lagging
eight point seven percent behind last year, there's new found
momentum and the extended wheelbase Model Y might just save
Q four's outlook. Meanwhile, Europe is staging its own Tesla

(01:53):
comeback story. Teslarati highlights a four hundred and ninety two
percent registration surge for the Model Y in Sweden, with
execs quietly raising production targets at Berlin Gigafactory. Used Tesla
resale values in Sweden have bounced over ten percent since June,
chuck up at least one market where sentiment has flipped
from despair to demand. Back in the US, teslastock has

(02:15):
seesawed but mostly gained through September, closing as high as
four hundred and thirty three dollars and seventy seven cents
percarbon credits dot com after Elon Musk splashed one billion
dollars on his own company, his first open market BIA
since twenty twenty. Analysts are still bullish, forecasting potential record
global Q three deliveries and keeping a close eye on

(02:38):
the much awaited Model Too, which Tesla's has rolled off
pilot lines in June with hopes of volume production later
this year. As reported by AOL on social media, Mosque
is pounding the table about his new performance plan and
bracing for another battle over control against activist investors. Not
a Tesla app reports an imminent rollout of full self

(03:00):
driving V fourteen, While speculation swirls everywhere from robot taxi
launches in Austin to the endlessly rumored Tesla Phone. For
that last one, Economic Times points out that Musk still
denies any such device unless absolutely necessary. Competition remains fierce,
especially in China, and the path to Musk's audacious goal

(03:22):
of eight dollars and five cents market cap is paved
with risk as much as innovation. But if the past
few days have shown anything it is that Tesla's story,
filled with volatility, ambition and internet drama, is nowhere near
running out of charge. And that is it for today.

(03:44):
Make sure you hit the subscribe button and never miss
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