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Category Archives: results
Tesla Tanking as Musk Leaves DOGE
Tesla said late yesterday that 2025 profits during Q1 plunged from $1.39 billion to $409 million. This was a drastic drop from analyst guess-timates as the Elon Musk’s DOGE chainsaw kicked back on the company and slashed revenue from $21.3 billion to $19.3 billion. Amidst the carnage of lower customer deliveries, lower margins and lower profits, Elon Musk also claimed that he was leaving DOGE behind as his major work there was finished.
“So at Tesla, we’ve gone through many, many of crisis over the years and actually been through many near death experiences. Like, we probably were on the ragged edge of death at least on maybe a dozen times,” Musk claimed. “This is not one of those times.” Continue reading
Posted in auto news, electric vehicles, financial results, news analysis, quality, results, sales, Trump Truth Tests
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, DOGE, elon musk, Ken Zino, Tesla Q1 2025 Financial Results, X @KenAutoinformed
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Audi Airbag Recall – RS E-TRON GT and E-TRON GT
Audi, part of Volkswagen Group of America, is recalling ~4000 2022-2023 model year RS E-TRON GT and E-TRON GT vehicles. The passenger occupant detection system (PODS) may experience a fault in the wiring and deactivate the front passenger air bag when the seat is occupied.
“A manufacturing error may cause the passenger occupant detection system(PODS) to detect a malfunction and switch off the passenger airbag even though the seat may be occupied. As designed, a warning light in the instrument panel comes on together with an acoustic warning sound and an error message is displayed in the instrument cluster. The airbag indicator light shows Passenger Airbag OFF,” Audi said in the mandatory safety recall filing made public by the National Highway Traffic Safety Administration. Continue reading
Ford Recalls Expedition and Navigator SUVs for Bad Brakes
Ford Motor Company (NYSE: F) is recalling ~124,000 model year 2017-2018 F-150, Expedition, and Lincoln Navigator SUVs. The brake master cylinder may allow brake fluid to leak from the front wheel circuit into the brake booster. Customer complaints to the National Highway Traffic Safety Administration prompted this latest expansion of a previous safety defect recall.
“In some of the affected vehicles, a seal in the rear of the brake master cylinder may become compromised, allowing brake fluid to leak into the brake booster. If the brake fluid reservoir is depleted below a predetermined level, the driver will be alerted that brake system service is required by a combination of an audible chime, a full screen message center alert, and illumination of the red brake warning indicator,” Ford said in the mandatory safety defect recall notification made public this morning by NHTSA. Continue reading
Posted in auto news, customer satisfaction, manufacturing, news analysis, quality, recalls, safety
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Ford Expedition brake recalls, Ford Expedition recalls, Ford Motor brake recall 25S37, Ford Motor recall, Ken Zino, Lincoln Navigator brake recalls, NHTSA recall 25V236 or 25V-236, X @KenAutoinformed
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Porsche 911 GT3 – Sets Nordschleife Record
“More and more 911 GT3 customers are opting for the six-speed manual transmission. And more and more often we are asked by these customers how fast a 911 GT3 with manual transmission would be on the Nordschleife,” said Andreas Preuninger, Director GT Model Line. “We have now answered this question and – although we know that the variant with PDK seven-speed is significantly faster – we drove our official lap time with a manual six-speed gearbox. Even without the automated, super-fast and precise gearshifts of the PDK, and with a conventional instead of electronically controlled limited-slip differential, the new 911 GT3 shaved ~3.6 seconds off the time of its predecessor with PDK.” Continue reading
UAW Members OK Strike at General Dynamics Electric Boat
UAW President Shawn Fain and Local 571 President Bill Louis yesterday with more than a thousand union members announced a “major escalation” in the ongoing labor dispute at General Dynamics Electric Boat. The marine drafters, a highly skilled workforce responsible for designing the U.S. Navy’s nuclear submarine fleet, have voted to authorize a strike against their employer. The decision underlines growing frustration with the defense contractor, which has reported massive profits even as the workers behind a foundation of the nation’s nuclear deterrence fight for a contract that delivers on their priorities: fair pay, retirement security for all, and dignity on the job. Continue reading
Posted in customer satisfaction, economy, electric vehicles, labor issues, manufacturing, news, shows and events
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, General Dynamics Electric Boat, JoAnna McClenathan, Ken Zino, Local 571 President Bill Louis, UAW President Shawn Fain, X @KenAutoinformed
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Porsche Taycan Hybrid Airbag Recall
Porsche Cars North America is recalling ~10,000 2022-2023 model year Taycan hybrid EVs. An occupant classification system error may deactivate the front-passenger air bag.
“The occupant classification system for automatic airbag activation/deactivation in the front passenger seat can trigger a fail-safe mode due to a manufacturing error, which deactivates the airbag in the front passenger seat,” Porsche said in the mandatory recall filing made public by the National Highway Traffic Safety Administration this morning. Continue reading
Posted in auto news, customer satisfaction, manufacturing, news analysis, quality, recalls, safety
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Ken Zino, Lear Corporation recalls, NHTSA Porsche Taycan recall 25V221 or 25V-221, Porsche Taycan recall ASA2, X @KenAutoinformed
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Blank Screen – Audi Instrument Panel Software Recalls
Audi (Volkswagen Group of America) is recalling more than 44,000 model year 2021 SQ8, A6 SEDAN, A7, A8, Q7, Q8, RS6 Avant, RS7, RSQ8, S6 SEDAN, S7, S8, A6 Allroad, and SQ7 vehicles. Because of a software error, the instrument panel display may fail.
“A vehicle’s virtual cockpit instrument cluster may shut down because of detection of an internal fault. When this occurs the engine speed (RPM), vehicle speed and gear/mode indicators will not be displayed. In addition to this, other information, such as time, date and mileage are also not displayed,” Audi said in the mandatory filing made public this morning by the National Highway Traffic Safety Administration. Continue reading
Posted in customer satisfaction, manufacturing, news analysis, quality, recalls, safety, software recalls
Tagged 2021 A6 Sedan A7 A8 Sedan recalls, Audi recall 90VC, auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Ken Zino, NHTSA Recall Number 25V201 or 25V-201, Q7and Q8recalls, Robert Bosch GmbH recalls, RS6 Avant recalls, RS7 and RSQ8 recalls, S6 Sedan recalls, S7 S8 A6 Allroad and SQ7 recalls, X @KenAutoinformed
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Porsche EV Sales Up in Q1 2025
Porsche AG (P911.DE) said today that it substantially increased the share of electrified vehicles it sold in the first quarter of 2025. A total of 71,470 vehicles were delivered to customers worldwide between January and March, 38.5% of which were electrified. This share is comprised of 25.9% all-electric vehicles and 12.6% plug-in hybrids.
“The Macan performed very well in the first quarter and, with the all-electric variant, is making a significant contribution to our increased electrification rate. Overall, we have a very balanced powertrain mix that reflects the different preferences of our customers, globally,” said Matthias Becker, Member of the Executive Board for Sales and Marketing at Porsche AG. Continue reading
Pew Research on Trump Versus the Media
A Federal Judge has ordered the Trump Administration to reestablish access of The Associated Press to government facilities after The AP refused to use Gulf of Mexico decree from Trump. This prompted the independent Pew Research Center to release its polling data on opinions of, well, the threadbare Trump versus the media attacks.
“Americans are more likely to say the Trump administration has been too critical of the media (46%) than to say the administration has not been critical enough (22%), while 29% say the administration has been mostly fair. Democrats are much more likely than Republicans to say the Trump administration has been too critical of the news media (70% vs. 23%),” Pew noted. Continue reading
Posted in customer satisfaction, fools 'n frauds, news, news analysis, people, shows and events, Trump Truth Tests
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Ken Zino, pew research center, The Associated Press, Trump versus the media, X @KenAutoinformed
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Trump Tariff Chaos – Latest CAR Analysis is Grim
The Center for Automotive Research (CAR) released today a new analysis of the impact of potential tariffs on imported auto parts and light vehicles. It tackles what impact will a uniform 25% tariff on all trading partners have on the automotive industry overall?
“The analysis emphasizes the complexity of the modern automotive supply chain, noting that ‘the modern automotive supply chain is both global and complex, convoluting the seemingly simple question of the cost of 25% tariffs on the industry,’ and that ‘automakers and their suppliers are often multinational companies with facilities spread out across the world,’ making it difficult to discern how much of a vehicle is domestically produced,” said Dr. K. Venkatesh Prasad, Senior Vice President of Research and Chief Innovation Officer at CAR Continue reading
Posted in auto news, economy, financial results, manufacturing, news analysis, shows and events, transportation, Trump Truth Tests
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, center for automotive research, Dr. K. Venkatesh Prasad, Ken Zino, X @KenAutoinformed
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BMW Group Posts Slight Q1 2025 Sales Drop
BMW Group (Bayerische Motoren Werke AG ADR BMWYY) said today that global automotive deliveries were basically flat at 586,149. Compared to the previous year this represented a drop of -1.4%. China. was largely the problem, as it is for all non-native automakers. During the first three months of 2025, the BMW Group saw growth in Europe ( 241,867 for +6.2%) and the US (94,591 for +4.0%). This gives U.S. bragging rights to BMW since MBUSA (Mercedes-Benz Group AG MBGAF) sold 75,100 vehicles in the quarter. Outside of China, BMW growth was +5.9%. year-over-year. Continue reading
Annals of Marketing – Cadillac Dining Experience
Cadillac said today that its limited-time dining experience “Cadillac of Reservations” is expanding to three more U.S. cities this spring and summer. More consumers will have the chance to enjoy a dining experience in the all-electric Cadillac Escalade IQ* at some of the buzziest restaurants including La Dolce Vita in Beverly Hills (April), COTE Korean Steakhouse in Miami (early summer) and State Bird Provisions in San Francisco (late summer). Continue reading
Posted in auto news, marketing, milestones, mobility company, people, shows and events
Tagged auto industry commentary, autoinformed.com, automotive blog, Automotive news and analysis, Cadillac Dining Experience, Call Mom, COTE in Miami and State Bird Provisions in San Francisco, Ken Zino, La Dolce Vita, Marc Rose and Med Abrous, Stuart Brioza and Nicole Krasinski, X @KenAutoinformed
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Mercedes-Benz USA Posts Q1 Sales Drop
Mercedes-Benz USA (MBUSA) reported Q1 2025 group* sales of 67,400 Passenger Cars. Mercedes-Benz Vans reported Q1 2025 group sales of 7700 units, bringing MBUSA to a total of 75,100 vehicles for the first quarter of the year. Amidst the generally tepid sales results is a sharp 52% decline in van sales.
“I am proud to see our teams and valued dealer partners continue to work together with an unwavering focus on the core of our business – our valued customers. We closed Q1 in a very strong position for wholesale group sales and celebrated our best-ever March in MBUSA’s history for retail sales,” said Dimitris Psillakis, President and CEO of Mercedes-Benz USA. Continue reading
California Continues Expanding ZEV Programs
The State of California has awarded $500 million to school districts and other educational agencies to buy zero-emission school buses and chargers. Zero-emission school buses are part of the state’s relentless move to a clean-energy future and lead to better health for students and communities. California’s transition to zero-emission transportation is also accelerating with support from the state’s Clean Truck and Bus Voucher Incentive Project (HVIP). Funded primarily with proceeds from the Cap-and-Trade Program, HVIP underwent 177% year-over-year growth in 2024. This February, more than 200 HVIP-funded zero-emission trucks and buses were deployed with $31 million in incentives. The incentive program is a collaboration between the California Air Resources Board (CARB)* and the California Energy Commission (CEC), and is administered by CALSTART, a non-profit transportation organization. Continue reading →