Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[Tony73]

non-GAAP income $3.1B, operating cash flow same, but free cash flow only $1B.
I have no clue about accounting, can someone explain in laymen terms where did the other $2.1B go ?

Capex mostly.

 

[Unpilot]

Sorry but can someone post a like to the call...thanks.

 

[ggies07]

Sorry but can someone post a like to the call...thanks.

Tesla Investor Relations

Tesla's mission is to accelerate the world's transition to sustainable energy. Today, Tesla builds not only all-electric vehicles but also infinitely scalable clean energy generation and storage products.

livestream.tesla.com

 

[cliff harris]

shutdowns in Q3 for upgrades pretty much confirms highland right?

 

[Mengy]

shutdowns in Q3 for upgrades pretty much confirms highland right?

Sounds like Q3 P&D will be lower than Q2 from what Elon said. Bummer, the market probably won't like that.

 

[Todd Burch]

Call is boring so far. No new info yet other than "factory upgrades might result in less cars in Q3"...

 

[Drumheller]

shutdowns in Q3 for upgrades pretty much confirms highland right?

And all production factories leads back to, "there can be only one"

It seems to me it must be a big deal if Tesla is willing to have downtime at all factories in the same quarter.

And then Elon went into FSD again. I know it's huge, I work in software dev, and I'm a huge Tesla fan, but I'm tired of hearing how great it's going to be. Let the results speak for themselves when it's ready.

 

[cliff harris]

Sounds like some of Teslas R&D budget should go towards ensuring a better than 2800bit modem sound quality for earnings calls...

 

[M|S|M MYP]

Sounds like Q3 P&D will be lower than Q2 from what Elon said. Bummer, the market probably won't like that.

Hopefully no further price cuts will make up for higher margins.

 

[TN Mtn Man]

Licensing FSD to other car companies=printing money

 

[texas_star_TM3]

he lost me at robotaxis...

 

[Todd Burch]

Early discussions with a major OEM about using Tesla FSD!

Can you say licensing revenue?

 

[bkp_duke]

OOOOOOOOOOO

"Already in discussions with a major OEM to license FSD"

 

[cliff harris]

Currently discussing FSD licensing with a major OEM!

 

[texas_star_TM3]

Licensing FSD to other car companies=printing money

lol. because FSD is working so well....

 

[GLDYLX]

Cybertruck=Tardis?
I want.

 

[larmor]

And I had a house built with a 25 foot deep garage and 6 inch thick slab a year ago, just for the Cybertruck.

Garage Beer fridge secured.

Leaves room for powerwall(s)...

 

[elasalle]

OOOOOOOOOOO

"Already in discussions with a major OEM to license FSD"

Must be Ford

SP up when they announce it ....

 

[Todd Burch]

If another major OEM goes for licensing FSD, we'll see the same domino effect that we saw with NACS. Other OEMs won't want to be left out. That is a seriously high margin revenue stream, folks...

In fact, now that other OEMs know that a major OEM is already in discussions, the others might be scrambling to call Tesla right now...

 

[bkp_duke]

Cybertruk 4680 = 10% higher energy density

NICE!!