Tesla’s Q4 earnings call is coming up, and just like Tesla has done in the past, they’ll be answering popular investor questions during their Q&A session.
The earnings call itself opens up at 5:30 PM EST on January 29, 2025 - and Travis Axelrod, Head of Investor Relations at Tesla, will be heading the event, as usual. Tesla Investor Relations will livestream the event, and we’ll have links available for you once they’re posted.
Q4 2024 Top Questions
Tesla is once again accepting questions for their Q&A portion of the call through Say Technologies. While the Say Q&A question voting isn’t over, some of the most popular questions will likely stick at this point. The current batch of questions is interesting and should provide additional clarity on what Tesla hopes to accomplish in 2025.
Here are the current top 10 questions:
Is unsupervised FSD still planned to be released in Texas and California this year? What hurdles must be overcome to make this happen?
Is Optimus now mostly design locked for 2025 production?
When will Tesla start selling Optimus and price?
Elon has said publicly that long-term shareholders of Tesla will have the ability to invest in his other companies. Could you provide some clarity/color as to what that looks like? Brokerage firms use FIFO, so anyone who trades won’t have the true length of time as an investor.
Are there any discussions with other auto companies about licensing FSD?
Is it expected that Tesla will need to upgrade HW3 vehicles and if so, what is the timeline and expected impact to Tesla's CapEx?
What is the status on mass production of the Tesla Semi? How do you project it will affect revenue at scale?
Is there a new affordable Tesla model coming soon?
What technical breakthroughs will define "v14" of FSD, given then v13 is photon-to-control?
Is the Roadster still launching this year?
Note: We’ve made some grammatical corrections to the above questions to improve readability.
Interesting Questions
There are several other interesting questions that aren’t in the top 10, but making it into the top 10 isn’t a guarantee that Tesla will answer the question during their investor call, but they’ll at least be aware of what’s on investors’ minds.
Here are some of the more interesting questions investors have submitted:
Can you please tie purchased FSD to our owner accounts vs. locked to the car? This will help us enjoy it in any Tesla we drive/buy and reward us for hanging in so long, some of us since 2017.
Full voice control of the car, via Grok, will be a huge improvement. Can you elaborate on that functionality and when we will see it in cars?
When are we going to get the extended battery pack for the Cybertruck, and what is the range?
When will we see additional states added to Tesla insurance? Can you provide any additional info about the projects status?
How will Tesla manage having a part-time CEO, with Elon being busy with DOGE, SpaceX, X and others? Is a strong COO, ala Gwynn Shotwell, being considered?
Can you tell us some of the safety statistics for FSD v13.2 so far? How close is Tesla to achieving 1000 miles per intervention? 10,000 miles? Can Tesla make any safety data/metrics available to investors so we can more accurately track the rate of autonomy progress?
Can you share the latest developments regarding the integration of dry cathode cells in the Cybertruck?
When will the lower-cost model launch? And at what price point?
Is there a supply continuity plan for LFP cell supply in the US pending tariffs or potential Chinese export restrictions - this includes both Megapacks and vehicles.
Has Tesla given up on ramping up its solar roof?
What is the status on mass production of the Tesla Semi? How do you project it will affect revenue at scale?
We’ve submitted our own question regarding FSD below:
Tesla frequently highlights the number of miles between critical interventions as a key safety metric for FSD. Could Tesla consider publishing these figures quarterly to provide investors with greater clarity on FSD's progress?
If you’d like to see our question answered, you can upvote it here, or you can vote on other questions here.
Q&A Submissions and Voting
If you’re interested in seeing everything people have asked or would like to submit your own question, you can do that here. You must be logged into Say, the 3rd party shareholder verification site, with an account, with your Tesla shares linked in order to vote or propose questions. Question submission and voting closes on January 29, at 4:00 PM EST, right before the event.
It does take anywhere from 24-72 hours for your shares to be verified, depending on which institution holds them, so make sure you do that soon.
Once your ownership is validated, you can vote up questions you’re interested in hearing the answer to. Your vote weight is equivalent to the number of shares you have. If you choose to submit a question, your question will have an initial number of votes equivalent to your number of shares.
If you’re not able to join Tesla’s live call, we’ll have a highlight of the earnings call and the Q&A session soon afterward.
