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Maybe you could just give us a little more insight into what percentage of your COGS memory is of RemainCo, and when your contracts reset in 2027, what magnitude of impact this could be
You're guiding to an adjusted growth of 4%. It is at the low end of the range of the 4% to 7% that you talked about at Investor Day.
how you look at the willingness to do deals when reality is maybe some of the assets you might be pursuing are going to be at multiples that are higher than where you are.
maybe you could just help us decompose within the 3Q regional results where we saw North America do really well, Europe underperformed, China underperformed.
How should we think about capital allocation dynamics in the future post EDS spin and especially on the inorganic side
Maybe you could just talk about some of the assumptions in the second half growth change.
Kevin, I'm wondering if you could first just talk to perhaps real time, what are you seeing on advanced content bidding launch?
With all of the macro uncertainty and given the heavy footprint in Mexico, does any of what's happening change or make you rethink parts of the plan?
Is this just the continuation of what we saw in 2025 or 2024 where it was just a couple of key customers that were dragging down results
maybe you could just double-click on the extent to which you are seeing benefits on the cost actions, what is low-hanging fruit
maybe you can help unpack the magnitude of other benefits you're getting on the mix side and how all of this can on powertrain, and how all this can offset maybe some of the declines on volume from...
how you're making sure that this new round of investments is being done in a more capital efficient manner
I'm wondering if you could just update us where we are on the path to breaking that cost curve on warranty
What is your comfort that the industry price discipline that we've seen can be maintained even with this incremental capacity coming online?
what confidence is there that the recall piece is going to improve, especially as there may be now with higher quality standards
do you believe that your share is sustainable given we are now seeing some tariff relief?
there was a media report out there that FNV4, your networked architecture is getting scrapped
If you could maybe give us a sense of how you expect volume to play out in the coming months
Wanted to double-click on your commentary first on calendarization of earnings throughout the year
How should we think about your EV plans and resource allocation in this environment?
how much do you have in your back pocket on cost mitigation that even if the inflation on these commodities continues
within some of the more profitable areas within large pickups, are you still holding your share
can you just unpack the assumption for pricing to be flat to up? How much of that is just the benefit of ICE or some other dynamics in play?
to what extent does this portfolio align with what's gonna likely be higher near-term ICE mix?
it looks like your mitigation is yielding stronger benefits. Maybe you could just unpack that a bit because it seems like in the market, pricing is a bit maxed out
you've talked about the opportunity for improving some of the EV -- reducing some of the EV losses that you have. Maybe you could just give us a sense of what you might be assuming
how do we look at you know, the the the depth or the breadth of your EV lineup going forward and the price points at which you're offering vehicles
as far as the second half goes, how do we reconcile the assumption of pricing sort of held where it is versus the notion that as others run out of pre-tariff inventory
I see that the CapEx outlook is unchanged. And I think many of us have interpreted the policy changes as a way to drive sort of increased final assembly in the country
maybe you could just unpack the views on SAAR of what you said you still think can be $16 million
In this environment, can you give us a sense of how you're thinking about resource allocation toward EVs? How much overhead spend can you pull back on?
I'm wondering if we could maybe get a sense of the magnitude. The third-party data forecasters have your North America production down 9% for 2025
how much of Terafab is also motivated to get better economics on your midterm chip purchases
are there any near-term constraints on procuring memory
to what extent are the AI efforts at Tesla and x AI complementary
how do we define the areas that are really within Tesla's core competency
the gating factors to enabling that and what time line we should expect on personally owned vehicles in the robotaxi network
Are the cash flows in the auto business sufficient to fund it
what would be your view on the right policy in the US, given your comments in the past of the need to push for sustainable transport
just how much more aggressively you would be willing to sell your cars versus in light of your improvements on FSD