Panic at Tesla as profits go into freefall

Tesla’s first-quarter profits plunged by more than two-thirds amid backlash against Elon Musk’s electric car company that has hurt sales and sent its stock plunging.

The Austin, Texas, company said on Tuesday (Wednesday AEDT) that quarterly profits fell by 70 per cent to to $US409 million ($642 million), or 12 cents a share. That’s far below analyst estimates.

Tesla’s revenue fell 9 per cent to $US19.3 billion in the January through March period, below Wall Street’s forecast.

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FILE - Tesla and SpaceX CEO Elon Musk walks to the stage to speak at the Butler Farm Show, Oct. 5, 2024, in Butler, Pa. (AP Photo/Alex Brandon, file)

The disappointing results come as the company is fighting a backlash due to Musk’s leadership of a federal government jobs-cutting group that has divided the country and sparked angry protests.

Musk also has publicly supported far-right politicians in Europe and alienated potential buyers there, too.

Many investors have complained Musk is too distracted with his Trump administration role to be running Tesla and that he should either relinquish his position as CEO or abandon his advisory role in Washington.

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A Tesla Model 3 is loaded onto a vehicle transporter at the company's store in Colma, California, US, on Monday, April 21, 2025. Tesla Inc. shares fell on renewed questions over Elon Musk's role with the federal government and uncertainty over the company's plans to introduce a lower-cost electric vehicle. Photographer: David Paul Morris/Bloomberg

Tesla' stock has fallen more than 40 per cent this year but rose slightly in after-hours trading.

Tesla will hold a conference call to review the quarterly results and give a company update later on Tuesday afternoon.

Tesla investors will be listening closely for updates on several strategic initiatives. The company is expected to roll out a cheaper version of its best-selling vehicle, the Model Y SUV later in the year. Tesla also said it planned to start a paid driverless robotaxi service in Austin, Texas, in June.

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Demonstrators protest against Elon Musk and Department of Government Efficiency cuts outside a Tesla dealership, Saturday, April 12, 2025, in Kansas City, Mo. (AP Photo/Charlie Riedel)

The company that once dominated EVs is also facing fierce competition for the first time.

Earlier this year, Chinese EV maker BYD announced it had developed an electric battery charging system that can fully power up a vehicle within minutes.

And Tesla’s European rivals have begun offering new models with advanced technology that is making them real alternatives, just as popular opinion in Europe has turned against Musk.

Investors expect Tesla will be hurt less by the Trump administration's tariffs than most US car companies because it makes most of its U.S. cars domestically.

But Tesla won’t be completely unscathed. It sources some materials from abroad that will now face import taxes.

Retaliation from China will also hurt Tesla. The company was forced earlier this month to stop taking orders from mainland customers for two models, its Model S and Model X.

It makes the Model Y and Model 3 for the Chinese market at its factory in Shanghai.



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