Tesla executives revealed the Model S and Model X EVs will be discontinued this spring in a recent earnings call. Here's why.

Investors no longer view Tesla as just an EV company. Robotaxi moved from concept to early reality, but scaling remains the real test. Optimus represents asymmetric upside, not near-term earnings.

Q4 2025 earnings preview, we'll look at what the street and retail investors expect for the quarterly results.