ValueAnalyst
Closed
Best of luck to everyone, not to shorts.
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MitchJi
Trying to learn kindness, patience & forgiveness
everman
Member
racer26
Active Member
everman
Member
They are going to open Tesla body repair shops! Finally!
mmd
Active Member
Net GAAP loss ($330,277)K. -$2.04 EPS. I knew it when Mark BS and Paulos get scared, that's the time to pile on. There goes the dream of S&P 500.
Second quarter is going ot be much much worse, with too many Model S 60 in the mix and Hong Kong supernova of 3000 cars behind us.
I feel bad for those who got suckered in by the TED talk hype.
Second quarter is going ot be much much worse, with too many Model S 60 in the mix and Hong Kong supernova of 3000 cars behind us.
I feel bad for those who got suckered in by the TED talk hype.
ValueAnalyst
Closed
Short squeeze chances have increased with this earnings release.
Automotive gross margin is up; will partly reverse next quarter.
Energy storage and generation revenue 2x (partly due to SCTY full quarter) with ~30% gross margin.
Automotive gross margin is up; will partly reverse next quarter.
Energy storage and generation revenue 2x (partly due to SCTY full quarter) with ~30% gross margin.
Argh, why did I buy those weekly OTM calls! Oh well, small position. Was really hoping for better EPS.
Interesting. If you remove r&d expense TSLA posted a profit of some 60 million. I'm not sure this has been the case before except on profitable Tesla quarters.
racer26
Active Member
Am I the only one seeing that Automotive Gross Profit is up $200M QoQ?
The bulk of the loss, at least as far as I can grok it, is because of the stupid accounting of SolarCity. Automotive business seems to be aces.
The bulk of the loss, at least as far as I can grok it, is because of the stupid accounting of SolarCity. Automotive business seems to be aces.
ValueAnalyst
Closed
Model X/S non-GAAP gross margin is nearly 28%. This is very positive.
Tesla is guiding to 25% automotive gross margin for Q2, which I think will prove conservative.
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On Tesla Energy:
"Our energy generation and storage business is positioned for accelerating growth later this year, and we continue to be confident about achieving the cost synergies and cash generation targets established when we acquired SolarCity."
Tesla is guiding to 25% automotive gross margin for Q2, which I think will prove conservative.
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On Tesla Energy:
"Our energy generation and storage business is positioned for accelerating growth later this year, and we continue to be confident about achieving the cost synergies and cash generation targets established when we acquired SolarCity."
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but wait... i thought Tesla Solar + Tesla Energy + Tesla Auto = THE LARGEST COMPANY KNOWN TO HUMAN KIND?
so confused... or was all that stupid talk from shorts about how Solar City was just a buyout and will be a bane going forward true?
anyone see anything about Power Wall/Pack?
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