Tesla (TSLA): FY25 Q1 earnings call, Apr 22, 2025
On its Apr 22, 2025 earnings call (FY25 Q1), Tesla said 18 of the 31 words Kalshi and Polymarket listed; Parrot’s count agreed with all 31 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
31 words · 18 settled yes · our count agreed on 31 of 31- Kalshi: company speakers
Kalshi - Polymarket: named speaker only
Polymarket
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| China | Yes | 28 | 29 | ✓ | 82%transcripts from the transcript model | – |
| China 3+ times | Yes | 19 | 29 | ✓ | –new new word, no probability yet | – |
| Autonomous | Yes | 18 | 19 | ✓ | 90%transcripts from the transcript model | – |
| Robotaxi | Yes | 11 | 12 | ✓ | 79%transcripts from the transcript model | – |
| Elon / Musk | Yes | 10 | 17 | ✓ | 94%transcripts from the transcript model | – |
| Tariff 5+ times | Yes | 10 | 29 | ✓ | –new new word, no probability yet | – |
| AI / Artificial Intelligence | Yes | 9 | 14 | ✓ | –new new word, no probability yet | – |
| Full Self-Driving / FSD | Yes | 7 | 11 | ✓ | 96%transcripts from the transcript model | – |
| DOGE / Department of Government Efficiency | Yes | 7 | 7 | ✓ | 25%transcripts from the transcript model | – |
| DOGE | Yes | 5 | 5 | ✓ | –new new word, no probability yet | – |
| Demand | Yes | 4 | 4 | ✓ | 91%transcripts from the transcript model | – |
| Regulator / Regulatory / Regulation | Yes | 4 | 4 | ✓ | 89%transcripts from the transcript model | – |
| Cybertruck | Yes | 3 | 3 | ✓ | 79%transcripts from the transcript model | – |
| Megapack | Yes | 2 | 2 | ✓ | 80%transcripts from the transcript model | – |
| Gigafactory | Yes | 2 | 2 | ✓ | 49%transcripts from the transcript model | – |
| Protest | Yes | 2 | 2 | ✓ | 15%transcripts from the transcript model | – |
| Rare Earth | Yes | 1 | 1 | ✓ | –new new word, no probability yet | – |
| Trump | Yes | 1 | 1 | ✓ | –new new word, no probability yet | – |
| Roadster | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| Solar | No | 0 | 0 | ✓ | 58%transcripts from the transcript model | – |
| Inflation Reduction Act / IRA | No | 0 | 0 | ✓ | 53%transcripts from the transcript model | – |
| Crypto / Bitcoin | No | 0 | 2 | ✓ | –new new word, no probability yet | – |
| Inflation | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| MAGA / Make America Great Again | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Mars | No | 0 | 0 | ✓ | –new new word, no probability yet | – |
| Semi Truck / Semi-truck | No | 0 | 0 | ✓ | 30%transcripts from the transcript model | – |
| Battery day | No | 0 | 0 | ✓ | 25%transcripts from the transcript model | – |
| 4680 battery cell | No | 0 | 0 | ✓ | 25%transcripts from the transcript model | – |
| Charging network | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| Gigacast / Gigacasting | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| Price elasticity | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
29 matches for “Tariff”; 5 quoted, at least 25 words apart.
…the least, a company, the least affected car company with respect to tariffs, at least in most respects, I mean, it remains to be seen.…
…competitors. And undoubtedly, I'm going to get a lot of questions about tariffs, and I just want to emphasize that the tariff decision is entirely…
…I've been on the record many times saying that I believe lower tariffs are generally a good idea for prosperity, but this decision is fundamentally…
…volatility in other income in addition to the FX volatility. I know tariffs is the hottest topic which people talk about and it has various…
…edge as compared to our other OEMs in terms of managing the tariffs, but we're not immune because when the Section 232 auto tests become…
Where the listed words were said
…America. Once we can make it work in a few cities in China, we can make it work anywhere in China, likewise in Europe, limited…
…the company. The future of the company is fundamentally based on large-scale autonomous cars and large-scale, large volume, vast numbers of autonomous humanoid robots. So…
…of all, autonomy. The team and I are laser focused on bringing robotaxi to Austin in June. Unsupervised autonomy will first be solved for the…
Great. Thank you very much, Elon. Before we move on, Vaibhav has some opening remarks as well.
…through a recent update, and add to that, if it wants an FSD, you have a personal chauffeur which can take you almost anywhere under…
…for the time that I've been spending in government with the Department of Government Efficiency or DOGE. I think the work that we're doing there…
…environment. Because, in order for our grid to work properly with the demands from AI and all this, you need some more stability. This is…
…deliveries, lower fixed cost absorption due to factory change awards and lower regulatory credit revenues offset by a slight increase in pricing due to the…
It's happening and people don't know it’s just happening upstairs all the long lines while we're still building the Model Ys and Cybertrucks every day.
…see with respect to energy, energy business is doing very well. The Megapack is -- enables utility companies to output far more total energy than…
…right. And then we've got the catheter refinery in Austin next to Gigafactory. We've got to figure out what to do about the anode. This…
…and everyone else. So, I think this is critical work. Now, the protests that you'll see out there, they're very organized, they're paid for. They're…
Agents: this page as TSV at /api/v1/appearances/tesla:2025-04-22:earnings_call · words: /api/v1/brief?appearance=tesla:2025-04-22:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP