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Cash margin on the Model S and Model X

Discussion in 'TSLA Investor Discussions' started by strangecosmos, Mar 28, 2018.

  1. strangecosmos

    strangecosmos Non-Member

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    I remember recently hearing someone mention the cash margin on the Model S and Model X, and I was wondering if anyone had those numbers handy. I'm trying to calculate cash flow form the Model 3 if it achieves a roughly similar cash margin.
     
  2. Tiger

    Tiger Active Member

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    #2 Tiger, Mar 28, 2018
    Last edited: Mar 28, 2018
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  3. ValueAnalyst

    ValueAnalyst Closed

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    By "cash margin," I think Elon means non-GAAP, which excludes stock-based comp, which you can find on investor letters.

    FWIW, I'd use 25% for 4Q18 and onward for Model 3. Currently, margins are heavily clouded by depreciation related to Model 3 production equipment, which is designed for much higher than current production rate. This should normalize by 4Q18 at the latest.
     
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  4. strangecosmos

    strangecosmos Non-Member

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    Ah, you're right, thanks.
     
  5. Asymmetry

    Asymmetry Member

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    more than most, Tesla has the worlds most Expensive DLC
     
  6. strangecosmos

    strangecosmos Non-Member

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    Second most expensive behind EA
     
  7. ggr

    ggr Expert in Dunning-Kruger Effect!

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    What is DLC?
     
  8. wayner

    wayner Active Member

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    DownLoadable Content. You obviously aren't familiar with computer games.
     
  9. wayner

    wayner Active Member

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    Ain't that the truth. My daughter spends a fortune on Sims 4 DLC.
     
  10. strangecosmos

    strangecosmos Non-Member

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    EA boardroom somewhere: "What if we found a way to make one game... into five?"
     
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