Tesla’s Crossroads: Executive Departures and Truck Progress Amid Operational Headwinds

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Tesla finds itself navigating conflicting currents. As the electric vehicle maker finalizes plans for its long-awaited Semi truck, it faces renewed turbulence in its executive ranks. This juxtaposition arrives during a period of operational pressure, marked by the company's first-ever annual revenue decline in 2025. For investors, the critical question is which narrative dominates: tangible progress on a new product line or persistent instability in leadership.

The company's recent financial results reveal significant challenges. For the full year 2025, Tesla reported a 3% decrease in revenue compared to the prior year. Vehicle deliveries presented an even starker picture, falling 9% across the entire year. The fourth quarter was particularly difficult, with deliveries plummeting 16%. Against this backdrop, the stock has experienced volatile trading, recently closing at $425.21 with a market capitalization of approximately $1.58 trillion.

Another Key Executive Exit

The management team sustained another blow this week with the departure of Raj Jegannathan, a Vice President who spent 13 years at the company. According to his LinkedIn announcement, his tenure was "a journey of constant evolution." His responsibilities reportedly included IT, AI infrastructure, business applications, and information security.

His exit carries additional weight due to recent history. Jegannathan had assumed leadership of Tesla's North American sales team following the dismissal of former sales chief Troy Jones in July 2025. Consequently, this marks the second departure from this crucial role in less than twelve months. Jegannathan joins a list of other prominent recent exits, including Omead Afshar, previously overseeing North American sales and manufacturing, and Milan Kovac, the former head of robotics development.

Semi Truck Specifications and Pricing Finalized

In a contrasting development, Tesla has updated its website with finalized production specifications for two variants of its Semi electric truck, with customer deliveries slated to begin later this year.

The key specifications are as follows:

• Standard Range Model

  • Range: Approximately 325 miles at a gross combined weight of 82,000 lbs
  • Curb Weight: Under 20,000 lbs
  • Energy Consumption: 1.7 kWh per mile
  • Drive Power: Up to 800 kW

• Long Range Model

  • Range: Approximately 500 miles
  • Curb Weight: 23,000 lbs
  • Energy Consumption: 1.7 kWh per mile
  • Peak Charging Power: 1.2 MW

Both models are designed to support fast charging, capable of restoring up to 60% of their range in 30 minutes. Tesla also notes the truck is "engineered for autonomy."

Pricing has become more concrete. Reports indicate Tesla is now quoting customers $250,000 for the Standard Range and $290,000 for the Long Range version, prices which are exclusive of taxes, destination, and transport fees. CEO Elon Musk confirmed on X that the Semi will enter "high-volume production this year."

Charging Infrastructure Deployment Begins

Supporting the Semi's launch, Tesla has begun integrating locations for "Semi Megacharger" stations into its navigation system. Initial sites are concentrated along the U.S. West Coast, with a focus on California (17 locations) and Texas (19 locations) in the early phase.

The coming months will be pivotal for Tesla. Market observers will closely watch whether the company can successfully ramp up the Semi's high-volume production as promised and initiate customer deliveries on schedule, all while managing ongoing executive transitions and broader operational pressures.

@ boerse-global.de | US88160R1014 TESLA’S