00:00It's Benzinga bringing Wall Street to Main Street.
00:03Wedbush's Dan Ives and requisite capitals Bryn Talkington said Tesla is shifting beyond autos
00:08toward AI, autonomy, and robotics, while near-term execution remains in focus.
00:14Ives told CNBC on Thursday that future value depends on scaling autonomous driving,
00:20robo-taxis, and robotics, with expansion into cities like Houston and Dallas as a key signal.
00:26Talkington said margins and capital spending remained critical, and called the latest
00:30earnings a credibility test.
00:32Tesla reported adjusted earnings of $0.41 per share on $22.71 billion in revenue, beating
00:39expectations on earnings while missing revenue estimates.
00:42Automotive revenue rose 16% to $16.23 billion.
00:47The company said robo-taxi paid miles nearly doubled, and FSD subscriptions reached $1.28
00:53million.
00:54Shares were down 2.93% at $376.16 during pre-market trading on Thursday, according to Benzinga
01:02ProData.
01:02For all things money, visit Benzinga.com.
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