This week will see earnings reports from some of the biggest public companies, including a highly anticipated first-quarter earnings report from Tesla Inc. The electric vehicle giant allows shareholders to submit and vote on questions before the earnings report.
Top Tesla Q1 Shareholder Questions
When it comes to details about Tesla’s first quarter results, commentary about deliveries and production don’t appear among the top shareholder questions. Instead, investors are focused on other items such as robotaxis. As of recently, here are the top shareholder questions submitted, based on the number of votes for each question:
- “When will we have the Optimus v3 reveal? When will Optimus production start since we ended the Model X and S production earlier this midyear? What’s the expected Optimus production rate exiting this year? What are the initial targeted skills?” (1,300+ votes)
- “What milestones are you targeting for unsupervised FSD and Robotaxi expansion beyond Austin this year, and how will that drive recurring revenue?” (1,200+ votes)
- “How will hardware 3 cars reach unsupervised FSD?” (1,200+ votes)
- “When do you expect FSD Unsupervised to reach customer cars?” (867 votes)
- “When will robotaxi expand past its current limited rollout?” (722 votes)
Top Topics by Number of Questions
There are 872 questions submitted by Tesla shareholders. The most popular topics by the number of questions are:
- FSD: 148
- Robotaxi/RoboTaxi: 93
- Optimus: 70
- Cybercab: 39
- Cybertruck: 39
- SpaceX: 37
- New Models: 29
- AI: 22
- Tesla Insurance: 18
Shift to Future Growth Items
The top Tesla shareholder questions center on Optimus, FSD, and the Robotaxi. This is a shift from recent years when top questions were often about deliveries and new vehicle models. Elon Musk, Tesla CEO, has put a heavy emphasis on the future value of Tesla coming mostly from robotaxis and Optimus, with a belief that the company can be worth more than $20 trillion.
Expansion of Self-Driving Vehicles
The numerous questions related to FSD and robotaxis come as Tesla has rolled out self-driving vehicles to more cities in Texas and looks to expand its efforts nationwide.
SpaceX-Related Questions
Interestingly enough, SpaceX does not appear in the top five questions. One of the top-ranked SpaceX-related questions is:
- “What are the chances SpaceX and Tesla merge?”
Potential for Volatility
Tesla won’t answer every question in detail, but the top shareholder questions normally get read and at least heard by executives. Tesla shares could be volatile after earnings and during the conference call and shareholder question period, as investors learn more about the future of the company.