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Tesla Inc
XMUN:TL0

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Tesla Inc
XMUN:TL0
Lista de seguimiento
Precio: 357,5 EUR -1,26% Mercado cerrado
Capitalización de mercado: €1,14 T

Tesla Inc
Relación con Inversores

Tesla diseña y vende vehículos eléctricos, incluidos sedanes, SUV y camionetas pickup, y también comercializa el software, el equipo de carga y los productos de energía para el hogar que respaldan esos vehículos. Sus principales clientes son compradores de automóviles, clientes de flotas y hogares o empresas que desean baterías, paneles solares y sistemas de alimentación de respaldo. Tesla obtiene ingresos vendiendo vehículos, funcionalidades de software, productos relacionados con la carga y equipos de almacenamiento y generación de energía. Tesla destaca porque no es solo un fabricante de automóviles. Combina diseño de vehículos, tecnología de baterías, software e infraestructura de carga en un solo negocio, lo que le permite controlar más la experiencia del cliente que una compañía automotriz tradicional. Además, vende sus coches directamente a los compradores en lugar de depender de una amplia red de concesionarios independientes, lo que le da un control más estricto sobre los precios, la entrega y el servicio. La compañía también desempeña un papel en el sistema energético más amplio. Sus paquetes de baterías y sistemas de almacenamiento se venden a personas y organizaciones que desean almacenar electricidad para uso posterior, a menudo junto con energía solar. Eso significa que Tesla gana dinero en dos mercados relacionados: transporte y energía, ambos vinculados al cambio desde la gasolina hacia la electricidad.

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Última conferencia de resultados
Periodo fiscal
Q1 2026
Fecha de la conferencia
22 abr., 2026
Resumen con IA
Q1 2026

Capex surge: Tesla said 2026 will bring a very significant increase in capital expenditures, with current expectations for 2026 of over $25 billion as the company builds out factories, chips, AI infrastructure and robot production.

FSD progress: Management said paid FSD customers reached nearly 1.3 million globally, with subscriptions driving most of the growth, and reiterated that v14.3 is the key step toward unsupervised driving.

Robotaxi rollout: Tesla expanded Robotaxi to Dallas and Houston and said it is moving carefully because safety validation remains the main bottleneck. Management said no injuries or fatalities have occurred to date in the rollout.

Optimus ramp: Tesla plans starter production of Optimus in Fremont later this year, but Elon Musk said early production will be slow because it is a brand-new product and supply chain, with larger volumes expected next year.

Margins mixed: Auto margins excluding credits improved to 19.2% from 17.9% sequentially, but management said the improvement included one-time benefits and that tariffs, high rates and battery constraints remain headwinds.

Energy strength: Megapack demand was described as very strong, while energy storage deployments were 8.8 GWh in Q1, down 38% sequentially, and Tesla still expects 2026 deployments to exceed 2025.

Datos financieros clave
Auto margin excluding credits
19.2%
Order backlog
highest Q1 order backlog in over 2 years
Giga Berlin output
over 61,000 units
FSD paid customers
nearly 1.3 million
FSD upfront purchases
7% increase
Energy storage deployments
8.8 GWh
Energy storage gross margin
over 39.5%
Free cash flow
just over $1.4 billion
CapEx
over $25 billion
Warranty true-downs
about $230 million
Tariff recognition benefit in energy
more than $250 million
AI5 tape-out
completed early
Grabación de la conferencia de resultados
Otras conferencias de resultados

Dirección

Mr. Elon R. Musk
Co-Founder, Technoking of Tesla, CEO & Director

Elon R. Musk is a prominent entrepreneur and business magnate known for his role as the CEO and product architect of Tesla Inc., a company that focuses on electric vehicles, energy storage, and sustainable energy solutions. Born on June 28, 1971, in Pretoria, South Africa, Musk displayed an early interest in technology and entrepreneurship. He moved to the United States to attend the University of Pennsylvania, where he earned degrees in both physics and economics. Musk founded or co-founded several successful ventures, beginning with Zip2, a web software company, which he sold for a significant profit. He then founded X.com, an online payment company that later became PayPal and was acquired by eBay. Musk's vision extends beyond Earth, with the founding of SpaceX in 2002, aiming to revolutionize space travel and achieve the long-term goal of making life multiplanetary. In 2004, Musk joined Tesla Motors, Inc. (now Tesla, Inc.) as chairman of the board and later became CEO and product architect. Under his leadership, Tesla has become a leader in the electric vehicle industry, with popular models like the Model S, Model 3, Model X, and Model Y. Musk has also been instrumental in the development of the Tesla Powerwall and Solar Roof, pushing the agenda of sustainable energy. Beyond Tesla, Musk is involved in several other ventures, including Neuralink, which focuses on brain-machine interfaces, and The Boring Company, which aims to revolutionize transportation through tunnel construction. His ambitious vision for the future often captures public imagination, and he is recognized for his innovative approaches and willingness to take risks in pursuit of transformative technologies.

Mr. Vaibhav Taneja
Chief Financial Officer

Vaibhav Taneja is a prominent executive at Tesla Inc., serving as the Chief Financial Officer (CFO) and joining the company in 2017. He has played a crucial role in the financial management and strategic operations of the company. Before becoming CFO in March 2021, Taneja served as Tesla's Chief Accounting Officer from 2019, overseeing the company’s accounting functions and financial reporting. Taneja's tenure at Tesla has been marked by his significant contributions to Tesla's global expansion and financial efficiency, supporting the company's rapid growth and sustainable profitability. His approach often emphasizes streamlining processes and leveraging technology to optimize Tesla's financial operations. Before joining Tesla, Vaibhav Taneja was associated with SolarCity Corporation, where he also focused on financial management and accounting functions. Earlier in his career, Taneja spent over a decade at PricewaterhouseCoopers (PwC), gaining valuable insights and experience in accounting and auditing, which laid the groundwork for his future roles in the corporate sector. Taneja holds a Bachelor of Commerce degree and is a qualified Chartered Accountant, bringing extensive expertise in financial management and strategic planning to his roles. His leadership style is often characterized by a focus on precision, efficiency, and a forward-thinking approach, aligning with Tesla's innovative ethos.

Mr. Xiaotong Zhu
Senior Vice President of Automotive

As of now, there isn't publicly available detailed biographical information about a Mr. Xiaotong Zhu at Tesla Inc. If you are referring to a specific individual holding that name within the company, it might be that their profile is not widely covered in public records or media. Consider checking Tesla’s official announcements or reliable business news sources for the most recent updates on their executive team. If you have more context or details about Mr. Xiaotong Zhu's role or contributions, please feel free to share!

Travis Axelrod
Head of Investor Relations
No hay biografía disponible
Brian Scelfo
Senior Director of Corporate Development
No hay biografía disponible
Mr. Franz von Holzhausen
Chief Designer

Franz von Holzhausen is an influential figure in the automotive design industry, renowned for his role at Tesla Inc. as the Chief Designer. He joined Tesla in 2008 and has been pivotal in shaping the design language that Tesla vehicles are now known for. Before his tenure at Tesla, von Holzhausen had an impressive career at other major automakers. Franz began his career at Volkswagen, where he worked on the design of the New Beetle. He then moved to General Motors, contributing to the Pontiac Solstice project. His skills and vision for innovative design led him to Mazda, where he served as the Director of Design from 2005 to 2008, playing a key role in developing the look for models like the Mazda Kabura and Mazda Furai. Since joining Tesla, Franz von Holzhausen has overseen the design of several key models, including the Tesla Model S, Model X, Model 3, Model Y, and the Cybertruck. His design philosophy emphasizes sleek, modern aesthetics combined with functionality, which has helped Tesla make a significant impact in the electric vehicle market. His work is known for a minimalist approach that maximizes efficiency and user experience, aligning with Tesla's innovative ethos. Franz's contribution to Tesla has been critical in positioning the company as a leader in electric vehicle design and innovation. Through his visionary work, he has not only influenced Tesla's product lineup but has also left a lasting mark on the wider automotive industry.

Mr. John Walker
Vice President of Sales - North America

As of my latest information, there is no prominent figure named Mr. John Walker associated with Tesla Inc. If there have been recent changes or developments involving a person by this name at Tesla, it is not within the data currently available to me. Therefore, it seems that John Walker is not a key executive or widely recognized individual related to Tesla Inc. If you are referring to a different context or if Mr. John Walker has recently become notable within Tesla Inc., please let me know so I can provide more specific information. Otherwise, my response would be "FALSE" regarding the existence of a widely recognized Tesla officer by that name.

Mr. Peter Bannon
Chip Architect
No hay biografía disponible
Mr. Turner Caldwell
Engineering Manager
No hay biografía disponible
Mr. Rodney D. Westmoreland Jr.
Director of Construction Management
No hay biografía disponible

Contactos

Dirección
TEXAS
Austin
13101 Harold Green Road
Contactos
+16506815000.0
www.tesla.com
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