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Julie Boote
  • Julie Boote

PSA Autos / New Mobility: Automakers - No Reprieve in FY25 H2

After the generally poor FY25 HI results posted by Japan's auto assemblers, what will the H2 picture look like? In this report, Julie Boote discusses the key earnings drivers and the outlook for individual assemblers; she concludes that FY25 will not be good, after what was an unsatisfactory FY24.

Chase Tohanczyn ... (+3)
  • Chase Tohanczyn
  • Matthew Weiss
  • Scott Devitt

Tesla, Inc. - September 2025 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig

Solid 3Q Results; Reaffirming FY25 Guidance But Need to Continue Chipp...

A Closer Look at FY3Q25 (September) ResultsKey MeasuresTotal revenues came in at $1.558 billion above the Street’s expectation of $1.510 billion driven by increased ASPs and vehicle deliveries with its software and services coming in at $416.0 million above the prior period of $376.0 million driven

Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig
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