Comment by AnimalMuppet 1 day ago 1.5B net on $100B revenue is not great. 1.5%? If that's not struggling, it's uncomfortably close. 8 comments AnimalMuppet Reply andsoitis 1 day ago > 1.5B net on $100B revenue is not great. 1.5%? If that's not struggling, it's uncomfortably close.You're misreading. $100B annual revenue. 1.5B quarterly new income.Q3 2025 was record revenue of $27B (up 12% YoY). Operating margin was 5.8% (down from 10.8 Q3 2024).Why the lower profitability? Higher expenses for AI and R&D costs, lower EV prices (very strong competition), etc. jedberg 1 day ago For comparison, GM brought in $1.3B on $48B. mxschumacher 1 day ago and Tesla is valued at over 21x more than GM awesome_dude 1 day ago Sorry, I lost the thread - GM looks twice as profitable, the same profit on half the revenueHow does that justify Tesla's valuation?Is it based on the idea that the margin can be improved? 3 replies → boplicity 1 day ago Look at the free cash flow, and the situation looks maybe even worse. They're basically not worth much, if anything, from a free cash flow perspective.
andsoitis 1 day ago > 1.5B net on $100B revenue is not great. 1.5%? If that's not struggling, it's uncomfortably close.You're misreading. $100B annual revenue. 1.5B quarterly new income.Q3 2025 was record revenue of $27B (up 12% YoY). Operating margin was 5.8% (down from 10.8 Q3 2024).Why the lower profitability? Higher expenses for AI and R&D costs, lower EV prices (very strong competition), etc.
jedberg 1 day ago For comparison, GM brought in $1.3B on $48B. mxschumacher 1 day ago and Tesla is valued at over 21x more than GM awesome_dude 1 day ago Sorry, I lost the thread - GM looks twice as profitable, the same profit on half the revenueHow does that justify Tesla's valuation?Is it based on the idea that the margin can be improved? 3 replies →
mxschumacher 1 day ago and Tesla is valued at over 21x more than GM awesome_dude 1 day ago Sorry, I lost the thread - GM looks twice as profitable, the same profit on half the revenueHow does that justify Tesla's valuation?Is it based on the idea that the margin can be improved? 3 replies →
awesome_dude 1 day ago Sorry, I lost the thread - GM looks twice as profitable, the same profit on half the revenueHow does that justify Tesla's valuation?Is it based on the idea that the margin can be improved? 3 replies →
boplicity 1 day ago Look at the free cash flow, and the situation looks maybe even worse. They're basically not worth much, if anything, from a free cash flow perspective.
> 1.5B net on $100B revenue is not great. 1.5%? If that's not struggling, it's uncomfortably close.
You're misreading. $100B annual revenue. 1.5B quarterly new income.
Q3 2025 was record revenue of $27B (up 12% YoY). Operating margin was 5.8% (down from 10.8 Q3 2024).
Why the lower profitability? Higher expenses for AI and R&D costs, lower EV prices (very strong competition), etc.
For comparison, GM brought in $1.3B on $48B.
and Tesla is valued at over 21x more than GM
Sorry, I lost the thread - GM looks twice as profitable, the same profit on half the revenue
How does that justify Tesla's valuation?
Is it based on the idea that the margin can be improved?
3 replies →
Look at the free cash flow, and the situation looks maybe even worse. They're basically not worth much, if anything, from a free cash flow perspective.