Dafinchi AI

TSLA

Consumer

Automotive revenue increased by 19% sequentially despite only a 14% increase in deliveries, driven primarily by improved ASPs due to the new Model Y.
Energy generation and storage margins improved sequentially, achieving the highest gross profit for the business yet, despite reduced deployments.
Margins improved sequentially due to better mix, higher fixed cost absorption, and despite increased costs from tariffs.
Operating cash flows increased sequentially but higher CapEx resulted in $146 million of free cash flow for the quarter.
Operating expenses grew sequentially due to investments in AI projects, employee-related costs including stock-based compensation, and depreciation for AI compute.
Other income grew sequentially, primarily from a $284 million mark-to-market gain on Bitcoin holdings in Q2 compared to a $125 million loss in Q1.
Tariff costs increased by approximately $300 million sequentially, with two-thirds impacting automotive and the rest energy, with full impact expected in coming quarters.

VITL

Consumer

Adjusted EBITDA reached a new quarterly record of $29.9 million, representing 16.2% of net revenue, up from $23.3 million or 15.8% in Q2 2024.
Gross profit was $71.8 million or 38.9% of net revenue, slightly down in margin percentage due to increased investments and less efficient operations.
Net income increased 1.8% to $16.6 million or $0.36 per diluted share, despite higher tax provisions.
SG&A expenses rose to $39.0 million or 21.1% of net revenue, driven by marketing, employee costs, and expansion-related expenses.
Shipping and distribution expenses increased to $9.0 million or 4.9% of net revenue, reflecting higher sales volume.
The company ended Q2 with $155.0 million in cash and marketable securities and no debt.
Vital Farms reported net revenue of $184.8 million in Q2 2025, a 25.4% increase year-over-year driven by volume growth and strategic pricing.

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