2015 Q1 Discussion thread for Delivery numbers, Earnings Report and Conference Call

[FANGO]

2500 interest in powerpack....I like that.

35k powerwall, eh, that just means consumers clicked the thing, I expect the cancellation rate to be rather high on that. The pack ones though I figure are more serious, lower cancellation rate.

 

[virtuesoft]

Wow, impressive reservation numbers for the powerwall and powerpacks.

 

[chickensevil]

you can take those ZEV credits and shove em where the sun don't shine, John... -EM

Paraphrasing... strongly... this was totally an implied comment.

 

[emupilot]

Did Elon just say there were 38,000 reservations for the PowerWall?!?

 

[mrdoubleb]

WOW. The power pack/wall reservations within a week are really crazy!

 

[sub]

anyone else get the sense that John Lavallo is not well liked within Tesla? Elon was coming at him a little bit there.

 

[FluxCap]

50-60k powerwall res. 25k powerpack res.!! Holy cow!

SO MUCH revenues!

 

[Johan]

Demand for Powerwall/Powerpack: "Crazy off the hook" "Superviral"

 

[davecolene0606]

2500 Power pack res = multiple packs per cust..... huge numbers!

 

[Clprenz]

HAHAHAHA WOW Sold out through the year....
power pack and powerwall are gonna be wicked

 

[Cattledog]

This is a short share holder bloodbath of a phone call.

 

[virtuesoft]

anyone else get the sense that John Lavallo is not well liked within Tesla? Elon was coming at him a little bit there.

Yeah, Elon knows exactly who he is.

 

[AudubonB]

Time for some Terafactories to be put up....

 

[hockeythug]

I love Musk and JB tag teaming these analysts

 

[Bgarret]

HAHAHAHA WOW Sold out through the year....

And through the beginning of 2016. What product sells like that except IPhone?

 

[FluxCap]

Yeah, Elon knows exactly who he is.

Oh sure. I honestly feel a bit sorry for Lovallo. But only a bit. I don't really get how he still has a job after objectively doing his job so badly for so long.

 

[tinm]

SO MUCH revenues!

Well, we don't know yet how many reservations (a first name, last name, email address, a zip code, and a phone number, right?) convert into actual fulfilled orders. No revenue yet. I reserved but prolly won't actually buy now that I've learned more about daily vs weekly and the actual economics for my area and local electrical utility prices.

 

[Johan]

Andrea James asks what we all want to know: revenue? margin?

Fremont, low volume: low margin

GF, high volume: around 20% margin, will try to scale as fast as possible; demand in GWh will be double that of the car.

 

[chickensevil]

poor AJ being an automotive analyst asking for help in analyzing the other part of Tesla's business

At least she is trying!

 

[Cattledog]

Andrea James - Sanity, eloquence, smartness! (BofA, please send your analysts over there to learn, please).

EM - Tesla gross margin targets - low while packs are made in Fremont, when volume ramps at Gigafactory, maybe at 20% (guess). Volume - scale as fast as slowest constraint allows. Long term, see demand for stationary storage to be double that of the car. (Holy cow - that seriously means more Gigafactories).