Musk will say more than usual on today's investor call - he will use the presentation to completely update the company. He will present a vision of Tesla's future that could change the fundamental nature of the company. Perhaps tomorrow Tesla will no longer be primarily a car company, but a technology giant focused on robots and artificial intelligence.
Musk will say more than usual on today's investor call - he will use the presentation to completely update the company. He will present a vision for Tesla's future that could change the fundamental nature of the company. Tesla may not be primarily a company tomorrow. car company, but a tech giant focused on robots and artificial intelligence. Tesla's vision is that cars will be nothing but robots by the end of the decade.
Today at 23:30 Central European Time it will be Tesla opens the door to its future – or reveal the last ace up its sleeve. Instead of the usual business reporting, Elon Musk led a special presentation, something that has never happened before in the company's history. It is a clear sign that Tesla is facing a serious challenge that requires an extraordinary move.
Why is this important?
Tesla delivered about 50,000 fewer vehicles in the first quarter of 2025 than in the same period a year earlier, a 13% drop. The company's stock has lost more than 40% of its value this year, and fell another 4% before today's results. While the Cybertruck is not selling as expected, margins are shrinking, and the company is increasingly under scrutiny due to Musk's political activities. Despite all this, Tesla is still said to be several times more profitable than any company in the auto industry. So it earns several times more per unit than its competitors.
It is therefore a combination of a business and public opinion crisis, which Musk is clearly trying to address it with big, ambitious promisesTonight will therefore be crucial not only for investors, but for the future of the entire company.
Key expectations: three main focuses
1. Affordable electric cars
One of the most anticipated innovations is a cheaper version of Tesla's electric vehicle - possibly with a price tag under $30,000. Although some sources report that it is just a simplified version of the Model Y, Musk could present a concrete plan, a timeline and the first technical details. This model is key to expanding the market and restoring customer confidence.
2. Self-driving technology (FSD)
Musk has been predicting a breakthrough in self-driving technology for years, but now may be the time. Tesla plans to unveil its first driverless car pilot in Austin this June. If the predictions are backed up by concrete data, it could be a watershed moment—both technological and psychological—especially for investors.
3. Optimus humanoid robot
The humanoid robot Optimus remains one of the company's most controversial projects. Musk has said he plans to build 5,000 units by the end of the year, initially for use in Tesla factories. If he shows progress on autonomy and commercial use today, the robot could move from concept to a commercially viable product.
Possible additional predictions
Musk could also announce the integration of the company's xAI technologies, especially the Grok language model, into Tesla vehicles or robots. Although this has not yet been officially confirmed, such news could further strengthen Tesla's image as a technology platform, not just a vehicle manufacturer. The fact is that Grok is an excellent conversationalist, which works comparable to ChatgGPT, and integration into Tesla is very simple and only at the application level.
Stock in anticipation
The event is expected to have a significant impact on the stock's performance. If the announcements are specific and time-bound, the stock's value could rise rapidly. However, if the presentations are general and lack tangible content, the negative trend could continue.
| Aspect | Possible outcome |
|---|---|
| Share price | Specific predictions = growth, generalities = or continued decline |
| Company reputation | It can be strengthened or further initiated |
| Investor confidence | How realistic and feasible the presentations will be will be key. |
Conclusion: all eyes on tonight's broadcast
Tesla isn't just preparing another quarterly report - it's preparing a show that's supposed to calm the markets and chart a course for the future. This time, Elon Musk won't just explain the numbers, he'll paint a vision: of cheaper vehicles, a self-driving future, and robots that may soon be a part of our everyday lives.
Will the markets “buy” this vision? We will see soon. The live broadcast starts today, 22.3.2025 at 23:30 (CET) on the official Tesla's YouTube channel.
If Musk impresses, Tesla can once again rise to the top of the tech scene. If not, optimism may have to give way to reality.
