2025 Q4 -tulosraportti
25 päivää sitten
‧1 t 1 min
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Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
414,7VWAP
Alin
405,5VaihtoMäärä
23 770,1 57 912 225
VWAP
Ylin
414,7Alin
405,5VaihtoMäärä
23 770,1 57 912 225
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 29.7. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 28.1. | ||
Vuosittainen yhtiökokous 2025 6.11.2025 | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 22.4.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·13 t sittenModel 3 wins 😎 It's damn sleek too. https://www.tesla.com/learn/model-3-top-rated-electric-vehicle Is anyone here driving the new Model 3 Performance?
·18 t sitten🚗 TESLA: FROM CAR MANUFACTURER TO SUBSCRIPTION GIANT? Are we witnessing the biggest shift in Tesla's history? While most are still discussing delivery figures and quarterly reports, there are 7 clear signals that Tesla is transforming into a Software-as-a-Service (SaaS) company. Here's a review of the case: 📍 THE SITUATION Tesla delivered 1.8 million cars in 2025. Hardware sales still dominate revenue, but growth in the services segment is now increasing by 40% annually – faster than any other business area. ⚠️ THE COMPLICATION Traditional car sales are cyclical and capital-intensive. To justify their current (and future) valuation, Tesla must move away from one-time payments to recurring revenue (Recurring Revenue) with high margins. 🛠 THE 7 SIGNALS (THE PUZZLE COMES TOGETHER) Within the last 6 months, Tesla has made 7 moves that point in the same direction: FSD only by subscription: No more one-time purchase for $12,000. Now it costs $99/month. This creates predictable cash flow. Aggressive rental: Expansion to 6 states with prices from $60/day. This is "Car-as-a-Service" in practice. Cheapest leasing ever: $399/month for a Model Y. Tesla wants to own the cars so they can take them back and deploy them into the RoboTaxi fleet after 3 years. RoboTaxi Network: Owners can earn money ($10k-$50k annually) while they sleep. Tesla takes 25% of the cut. Insurance incentives: Third-party insurance (e.g., Lemonade) gives a 50% discount when using FSD. This makes the subscription "free" through savings. The AI5 chip as revenue: Your parked Tesla can rent out its computing power for AI training (Distributed Computing). Bundling: Testing the "Lux package" (FSD, Premium Connectivity, Charging). It's "Apple One" for cars. 📈 THE 3 INVESTMENT SCENARIOS The question is not if it will happen, but which scenario the market is pricing in: Scenario 1 (Car company): Valuation based on deliveries (P/E around 20-30). Scenario 2 (Hybrid): Car sales + software revenues. Scenario 3 (Platform): Tesla is valued like Netflix or Apple. The car is merely the platform for software margins of 80%+. 💬 MY ASSESSMENT If Tesla converts just half of their 8.9 million cars to FSD subscribers, we're talking about $5 billion in pure profit annually – before they have even put the first RoboTaxi on the road. The market still prices them as a car company with "hope," but the numbers point to a total transformation. What do you think on Shareville? Is RoboTaxi and the subscription model still "Elon-hype," or are we seeing the real building blocks for a new tech giant now? 👇
·54 min sittenSome short comments and questions: First, who is responsible for the car when it is driving on its own? 1. Tesla will not want to take responsibility. 2. Insurance companies will not want to assume responsibility. 3. Will the owner of the car want to assume responsibility when it is Tesla that provides the technology? Data shows that FSD still makes too many mistakes: https://electrek.co/2026/02/17/tesla-robotaxi-adds-5-more-crashes-austin-month-4x-worse-than-humans/ To my knowledge, there are no car rental companies that have margins that can justify Tesla's P/E What should one rent out the chip in the car for and why should one get paid for it? Data transfer + power consumption will most likely eat up the entire profit.
·1 päivä sittenShouldn't the stock go up now that Trump's tariffs have become illegal?
·1 päivä sittenWhy should it rise? Tesla in us is quite domestically built- ·2 päivää sittenAn FSD video of snow-covered roads has previously been shown. In this one, the weather is called a snowstorm - at least the visibility is somewhat limited and the road surfaces are nicely covered. FSD 14.2.1.25, and the driver is quite stressed at 7:40 in the video. I'm really impressed ;O) Looking forward to getting access to FSD in Europe. https://www.youtube.com/watch?v=vWVlQPvVd8c
·1 päivä sittenThen you haven't seen me drive a car on Norrland winter roads in snowfall, blowing snow, and snowdrifts. 
2 päivää sitten2 päivää sittenNew Tesla FSD Data - FSD 8x Safer than Human
·1 päivä sittenFurthermore, it does not murder or rape. A new problem with riding with unknown people in this world, not least for women. FSD is also never tired, angry, drunk, drugged, drives like a total idiot. Thus safer than humans 24/7 while individual people are 100x more likely to end up in a crash than the average person, and perhaps you are unlucky and ride with such a person as a driver.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2025 Q4 -tulosraportti
25 päivää sitten
‧1 t 1 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·13 t sittenModel 3 wins 😎 It's damn sleek too. https://www.tesla.com/learn/model-3-top-rated-electric-vehicle Is anyone here driving the new Model 3 Performance?
- ·18 t sitten🚗 TESLA: FROM CAR MANUFACTURER TO SUBSCRIPTION GIANT? Are we witnessing the biggest shift in Tesla's history? While most are still discussing delivery figures and quarterly reports, there are 7 clear signals that Tesla is transforming into a Software-as-a-Service (SaaS) company. Here's a review of the case: 📍 THE SITUATION Tesla delivered 1.8 million cars in 2025. Hardware sales still dominate revenue, but growth in the services segment is now increasing by 40% annually – faster than any other business area. ⚠️ THE COMPLICATION Traditional car sales are cyclical and capital-intensive. To justify their current (and future) valuation, Tesla must move away from one-time payments to recurring revenue (Recurring Revenue) with high margins. 🛠 THE 7 SIGNALS (THE PUZZLE COMES TOGETHER) Within the last 6 months, Tesla has made 7 moves that point in the same direction: FSD only by subscription: No more one-time purchase for $12,000. Now it costs $99/month. This creates predictable cash flow. Aggressive rental: Expansion to 6 states with prices from $60/day. This is "Car-as-a-Service" in practice. Cheapest leasing ever: $399/month for a Model Y. Tesla wants to own the cars so they can take them back and deploy them into the RoboTaxi fleet after 3 years. RoboTaxi Network: Owners can earn money ($10k-$50k annually) while they sleep. Tesla takes 25% of the cut. Insurance incentives: Third-party insurance (e.g., Lemonade) gives a 50% discount when using FSD. This makes the subscription "free" through savings. The AI5 chip as revenue: Your parked Tesla can rent out its computing power for AI training (Distributed Computing). Bundling: Testing the "Lux package" (FSD, Premium Connectivity, Charging). It's "Apple One" for cars. 📈 THE 3 INVESTMENT SCENARIOS The question is not if it will happen, but which scenario the market is pricing in: Scenario 1 (Car company): Valuation based on deliveries (P/E around 20-30). Scenario 2 (Hybrid): Car sales + software revenues. Scenario 3 (Platform): Tesla is valued like Netflix or Apple. The car is merely the platform for software margins of 80%+. 💬 MY ASSESSMENT If Tesla converts just half of their 8.9 million cars to FSD subscribers, we're talking about $5 billion in pure profit annually – before they have even put the first RoboTaxi on the road. The market still prices them as a car company with "hope," but the numbers point to a total transformation. What do you think on Shareville? Is RoboTaxi and the subscription model still "Elon-hype," or are we seeing the real building blocks for a new tech giant now? 👇·54 min sittenSome short comments and questions: First, who is responsible for the car when it is driving on its own? 1. Tesla will not want to take responsibility. 2. Insurance companies will not want to assume responsibility. 3. Will the owner of the car want to assume responsibility when it is Tesla that provides the technology? Data shows that FSD still makes too many mistakes: https://electrek.co/2026/02/17/tesla-robotaxi-adds-5-more-crashes-austin-month-4x-worse-than-humans/ To my knowledge, there are no car rental companies that have margins that can justify Tesla's P/E What should one rent out the chip in the car for and why should one get paid for it? Data transfer + power consumption will most likely eat up the entire profit.
- ·1 päivä sittenShouldn't the stock go up now that Trump's tariffs have become illegal?·1 päivä sittenWhy should it rise? Tesla in us is quite domestically built
- ·2 päivää sittenAn FSD video of snow-covered roads has previously been shown. In this one, the weather is called a snowstorm - at least the visibility is somewhat limited and the road surfaces are nicely covered. FSD 14.2.1.25, and the driver is quite stressed at 7:40 in the video. I'm really impressed ;O) Looking forward to getting access to FSD in Europe. https://www.youtube.com/watch?v=vWVlQPvVd8c·1 päivä sittenThen you haven't seen me drive a car on Norrland winter roads in snowfall, blowing snow, and snowdrifts.
- 2 päivää sitten2 päivää sittenNew Tesla FSD Data - FSD 8x Safer than Human·1 päivä sittenFurthermore, it does not murder or rape. A new problem with riding with unknown people in this world, not least for women. FSD is also never tired, angry, drunk, drugged, drives like a total idiot. Thus safer than humans 24/7 while individual people are 100x more likely to end up in a crash than the average person, and perhaps you are unlucky and ride with such a person as a driver.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
414,7VWAP
Alin
405,5VaihtoMäärä
23 770,1 57 912 225
VWAP
Ylin
414,7Alin
405,5VaihtoMäärä
23 770,1 57 912 225
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 29.7. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 28.1. | ||
Vuosittainen yhtiökokous 2025 6.11.2025 | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 22.4.2025 |
2025 Q4 -tulosraportti
25 päivää sitten
‧1 t 1 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 29.7. |
| Menneet tapahtumat | ||
|---|---|---|
2025 Q4 -tulosraportti 28.1. | ||
Vuosittainen yhtiökokous 2025 6.11.2025 | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 | ||
2025 Q1 -tulosraportti 22.4.2025 |
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·13 t sittenModel 3 wins 😎 It's damn sleek too. https://www.tesla.com/learn/model-3-top-rated-electric-vehicle Is anyone here driving the new Model 3 Performance?
- ·18 t sitten🚗 TESLA: FROM CAR MANUFACTURER TO SUBSCRIPTION GIANT? Are we witnessing the biggest shift in Tesla's history? While most are still discussing delivery figures and quarterly reports, there are 7 clear signals that Tesla is transforming into a Software-as-a-Service (SaaS) company. Here's a review of the case: 📍 THE SITUATION Tesla delivered 1.8 million cars in 2025. Hardware sales still dominate revenue, but growth in the services segment is now increasing by 40% annually – faster than any other business area. ⚠️ THE COMPLICATION Traditional car sales are cyclical and capital-intensive. To justify their current (and future) valuation, Tesla must move away from one-time payments to recurring revenue (Recurring Revenue) with high margins. 🛠 THE 7 SIGNALS (THE PUZZLE COMES TOGETHER) Within the last 6 months, Tesla has made 7 moves that point in the same direction: FSD only by subscription: No more one-time purchase for $12,000. Now it costs $99/month. This creates predictable cash flow. Aggressive rental: Expansion to 6 states with prices from $60/day. This is "Car-as-a-Service" in practice. Cheapest leasing ever: $399/month for a Model Y. Tesla wants to own the cars so they can take them back and deploy them into the RoboTaxi fleet after 3 years. RoboTaxi Network: Owners can earn money ($10k-$50k annually) while they sleep. Tesla takes 25% of the cut. Insurance incentives: Third-party insurance (e.g., Lemonade) gives a 50% discount when using FSD. This makes the subscription "free" through savings. The AI5 chip as revenue: Your parked Tesla can rent out its computing power for AI training (Distributed Computing). Bundling: Testing the "Lux package" (FSD, Premium Connectivity, Charging). It's "Apple One" for cars. 📈 THE 3 INVESTMENT SCENARIOS The question is not if it will happen, but which scenario the market is pricing in: Scenario 1 (Car company): Valuation based on deliveries (P/E around 20-30). Scenario 2 (Hybrid): Car sales + software revenues. Scenario 3 (Platform): Tesla is valued like Netflix or Apple. The car is merely the platform for software margins of 80%+. 💬 MY ASSESSMENT If Tesla converts just half of their 8.9 million cars to FSD subscribers, we're talking about $5 billion in pure profit annually – before they have even put the first RoboTaxi on the road. The market still prices them as a car company with "hope," but the numbers point to a total transformation. What do you think on Shareville? Is RoboTaxi and the subscription model still "Elon-hype," or are we seeing the real building blocks for a new tech giant now? 👇·54 min sittenSome short comments and questions: First, who is responsible for the car when it is driving on its own? 1. Tesla will not want to take responsibility. 2. Insurance companies will not want to assume responsibility. 3. Will the owner of the car want to assume responsibility when it is Tesla that provides the technology? Data shows that FSD still makes too many mistakes: https://electrek.co/2026/02/17/tesla-robotaxi-adds-5-more-crashes-austin-month-4x-worse-than-humans/ To my knowledge, there are no car rental companies that have margins that can justify Tesla's P/E What should one rent out the chip in the car for and why should one get paid for it? Data transfer + power consumption will most likely eat up the entire profit.
- ·1 päivä sittenShouldn't the stock go up now that Trump's tariffs have become illegal?·1 päivä sittenWhy should it rise? Tesla in us is quite domestically built
- ·2 päivää sittenAn FSD video of snow-covered roads has previously been shown. In this one, the weather is called a snowstorm - at least the visibility is somewhat limited and the road surfaces are nicely covered. FSD 14.2.1.25, and the driver is quite stressed at 7:40 in the video. I'm really impressed ;O) Looking forward to getting access to FSD in Europe. https://www.youtube.com/watch?v=vWVlQPvVd8c·1 päivä sittenThen you haven't seen me drive a car on Norrland winter roads in snowfall, blowing snow, and snowdrifts.
- 2 päivää sitten2 päivää sittenNew Tesla FSD Data - FSD 8x Safer than Human·1 päivä sittenFurthermore, it does not murder or rape. A new problem with riding with unknown people in this world, not least for women. FSD is also never tired, angry, drunk, drugged, drives like a total idiot. Thus safer than humans 24/7 while individual people are 100x more likely to end up in a crash than the average person, and perhaps you are unlucky and ride with such a person as a driver.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
0
Myynti
Määrä
0
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Ylin
414,7VWAP
Alin
405,5VaihtoMäärä
23 770,1 57 912 225
VWAP
Ylin
414,7Alin
405,5VaihtoMäärä
23 770,1 57 912 225
Välittäjätilasto
Dataa ei löytynyt