2026 Q1 -tulosraportti
12 päivää sitten
‧57 min
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| Aika | Hinta | Määrä | Ostaja | Myyjä |
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Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
Vuosittainen yhtiökokous 2025 6.11.2025 | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·52 min sitten
·11 t sittenAccording to investanswers, 0.8% of profit for q1 was from RT. I reckon it's an estimate someone has calculated. «The car company that only makes 62% of profit from cars. Nearly 18% from Megapacks. But the real story here is FSD and Robotaxi. These are Q1 Profit Numbers. This is why Tesla can trade at a premium while still showing real profits from the “new” businesses. They’re not hoping the SaaS model works — they’re already proving it works while still selling the highest-volume electric vehicles on the planet. The 0.8% robotaxi slice is the most exciting number on the chart. In 2025 that number was basically zero. In Q1 2026 it’s already contributing. That’s not slow pivoting. That’s violent, profitable acceleration into the AI era — without the usual SaaS bloodbath. This is what a successful hardware-to-AI transition actually looks like when executed by a company that controls both the atoms and the bits. 1 Year from now this will look VERY DIFFERENT. Remember FSD is almost pure margin (profit) and Robotaxi very high margin»
·3 päivää sittenFrom Wall Street Journal: China dominates the humanoid robot race China accounts for over 80% of the 16,000 humanoid robots installed globally in 2025. Chinese companies like AgiBot and Unitree each delivered over 5,000 units last year, while the leading American manufacturer, Tesla, only accounted for a market share of 5%. Almost 90% of all humanoid robots sold globally in 2025 were Chinese. Figure AI, Agility Robotics, and Tesla each sold only around 150 units by comparison. China's strategic advantage: The supply chain. The USA leads in AI chips and software, but China controls the physical supply chain: motors, gears, magnets, rare earths, sensors, and precision components. Morgan Stanley estimates that China's supply chain can reduce the production costs for a humanoid robot by up to two-thirds. Motion control components alone account for approx. 55% of a robot's total price. The state's role is central The Chinese government, which has set out to lead in "embodied AI" — the combination of artificial intelligence and physical systems — over the next five years, is providing massive support. Since the end of 2024, cities like Beijing have established investment funds of over $26 billion for the sector, according to Morgan Stanley. However, the robots are not perfect yet The productivity gap is real: robots operate in early deployments with less than half the efficiency of human employees. Although robots can perform single actions competently, they still struggle with tasks requiring fluid sequences, adaptation, or uninterrupted execution in dynamic environments. The geopolitical game According to Adam Dorr from the research organization RethinkX, it's not just about boosting China's domestic productivity — it's also a race to deploy robots in other countries' markets globally, especially in Africa and Asia. In short: China is doing with humanoid robots what it previously did with electric cars and solar panels — scaling mass production, driving down prices, and exporting to the world.
3 päivää sitten3 päivää sittenWall street journal 😂😂😂
·3 päivää sittenYes, you probably only listen to Truth Social.
·30.4.My analysis shows that we go below 300 this year. After that, it continues down towards 240, after which it flattens out in 2027. Maybe it turns up again during 2028 towards a price of 270-280.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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.
2026 Q1 -tulosraportti
12 päivää sitten
‧57 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·52 min sitten
- ·11 t sittenAccording to investanswers, 0.8% of profit for q1 was from RT. I reckon it's an estimate someone has calculated. «The car company that only makes 62% of profit from cars. Nearly 18% from Megapacks. But the real story here is FSD and Robotaxi. These are Q1 Profit Numbers. This is why Tesla can trade at a premium while still showing real profits from the “new” businesses. They’re not hoping the SaaS model works — they’re already proving it works while still selling the highest-volume electric vehicles on the planet. The 0.8% robotaxi slice is the most exciting number on the chart. In 2025 that number was basically zero. In Q1 2026 it’s already contributing. That’s not slow pivoting. That’s violent, profitable acceleration into the AI era — without the usual SaaS bloodbath. This is what a successful hardware-to-AI transition actually looks like when executed by a company that controls both the atoms and the bits. 1 Year from now this will look VERY DIFFERENT. Remember FSD is almost pure margin (profit) and Robotaxi very high margin»
- ·3 päivää sittenFrom Wall Street Journal: China dominates the humanoid robot race China accounts for over 80% of the 16,000 humanoid robots installed globally in 2025. Chinese companies like AgiBot and Unitree each delivered over 5,000 units last year, while the leading American manufacturer, Tesla, only accounted for a market share of 5%. Almost 90% of all humanoid robots sold globally in 2025 were Chinese. Figure AI, Agility Robotics, and Tesla each sold only around 150 units by comparison. China's strategic advantage: The supply chain. The USA leads in AI chips and software, but China controls the physical supply chain: motors, gears, magnets, rare earths, sensors, and precision components. Morgan Stanley estimates that China's supply chain can reduce the production costs for a humanoid robot by up to two-thirds. Motion control components alone account for approx. 55% of a robot's total price. The state's role is central The Chinese government, which has set out to lead in "embodied AI" — the combination of artificial intelligence and physical systems — over the next five years, is providing massive support. Since the end of 2024, cities like Beijing have established investment funds of over $26 billion for the sector, according to Morgan Stanley. However, the robots are not perfect yet The productivity gap is real: robots operate in early deployments with less than half the efficiency of human employees. Although robots can perform single actions competently, they still struggle with tasks requiring fluid sequences, adaptation, or uninterrupted execution in dynamic environments. The geopolitical game According to Adam Dorr from the research organization RethinkX, it's not just about boosting China's domestic productivity — it's also a race to deploy robots in other countries' markets globally, especially in Africa and Asia. In short: China is doing with humanoid robots what it previously did with electric cars and solar panels — scaling mass production, driving down prices, and exporting to the world.3 päivää sitten3 päivää sittenWall street journal 😂😂😂·3 päivää sittenYes, you probably only listen to Truth Social.
- ·30.4.My analysis shows that we go below 300 this year. After that, it continues down towards 240, after which it flattens out in 2027. Maybe it turns up again during 2028 towards a price of 270-280.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 22.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
Vuosittainen yhtiökokous 2025 6.11.2025 | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 |
2026 Q1 -tulosraportti
12 päivää sitten
‧57 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 22.7. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 22.4. | ||
2025 Q4 -tulosraportti 28.1. | ||
Vuosittainen yhtiökokous 2025 6.11.2025 | ||
2025 Q3 -tulosraportti 22.10.2025 | ||
2025 Q2 -tulosraportti 23.7.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·52 min sitten
- ·11 t sittenAccording to investanswers, 0.8% of profit for q1 was from RT. I reckon it's an estimate someone has calculated. «The car company that only makes 62% of profit from cars. Nearly 18% from Megapacks. But the real story here is FSD and Robotaxi. These are Q1 Profit Numbers. This is why Tesla can trade at a premium while still showing real profits from the “new” businesses. They’re not hoping the SaaS model works — they’re already proving it works while still selling the highest-volume electric vehicles on the planet. The 0.8% robotaxi slice is the most exciting number on the chart. In 2025 that number was basically zero. In Q1 2026 it’s already contributing. That’s not slow pivoting. That’s violent, profitable acceleration into the AI era — without the usual SaaS bloodbath. This is what a successful hardware-to-AI transition actually looks like when executed by a company that controls both the atoms and the bits. 1 Year from now this will look VERY DIFFERENT. Remember FSD is almost pure margin (profit) and Robotaxi very high margin»
- ·3 päivää sittenFrom Wall Street Journal: China dominates the humanoid robot race China accounts for over 80% of the 16,000 humanoid robots installed globally in 2025. Chinese companies like AgiBot and Unitree each delivered over 5,000 units last year, while the leading American manufacturer, Tesla, only accounted for a market share of 5%. Almost 90% of all humanoid robots sold globally in 2025 were Chinese. Figure AI, Agility Robotics, and Tesla each sold only around 150 units by comparison. China's strategic advantage: The supply chain. The USA leads in AI chips and software, but China controls the physical supply chain: motors, gears, magnets, rare earths, sensors, and precision components. Morgan Stanley estimates that China's supply chain can reduce the production costs for a humanoid robot by up to two-thirds. Motion control components alone account for approx. 55% of a robot's total price. The state's role is central The Chinese government, which has set out to lead in "embodied AI" — the combination of artificial intelligence and physical systems — over the next five years, is providing massive support. Since the end of 2024, cities like Beijing have established investment funds of over $26 billion for the sector, according to Morgan Stanley. However, the robots are not perfect yet The productivity gap is real: robots operate in early deployments with less than half the efficiency of human employees. Although robots can perform single actions competently, they still struggle with tasks requiring fluid sequences, adaptation, or uninterrupted execution in dynamic environments. The geopolitical game According to Adam Dorr from the research organization RethinkX, it's not just about boosting China's domestic productivity — it's also a race to deploy robots in other countries' markets globally, especially in Africa and Asia. In short: China is doing with humanoid robots what it previously did with electric cars and solar panels — scaling mass production, driving down prices, and exporting to the world.3 päivää sitten3 päivää sittenWall street journal 😂😂😂·3 päivää sittenYes, you probably only listen to Truth Social.
- ·30.4.My analysis shows that we go below 300 this year. After that, it continues down towards 240, after which it flattens out in 2027. Maybe it turns up again during 2028 towards a price of 270-280.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin 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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt