Separate names with a comma.
Discussion in 'TSLA Investor Discussions' started by DaveT, Jun 10, 2013.
Here's the list of all the TSLA quarterly report letters and transcripts:
List of all TSLA Annual & Quarter Reports
2015 Annual Report (2/26/16)
2014 Annual Report (2/26/15)
2013 Annual Report (2/26/14)
2012 Annual Report (7/3/13)
2011 Annual Report (3/28/12)
2010 Annual Report (3/3/11)
Shareholders Letters & Earnings Calls Transcripts
Q4 2015 Earnings Calls Transcript thestreet.com (2/10/2016) Q4 2015 Earnings call transcript
Q4 2015 Earnings Calls Transcript pdf download thestreet.com (2/10/2016) Q4 2015 Earnings call transcript pdf
Q4 2015 Shareholder Letter pdf (2/10/2016) Q4 2015 Shareholder Letter pdf (2/10/2016)
Q3 2015 Shareholder letter Q3 2015 Shareholder letter (3/11/2015)
Q3 2015 Earnings call transcript
Q2 2015 Shareholder letter (5.8.2015)
Q2 2015 Earnings call transcript (6.8.2015)
Q1 2015 Shareholder letter (5/6/2015)
Q1 2015 Earnings call transcript
Q4 2014 Shareholder letter (2/11/2015)
Q4 2014 Earnings call transcript
Q3 2014 Shareholder letter (11/5/14)
Q3 2014 Earnings Call Transcript
Q2 2014 Shareholder letter (7/31/14)
Q2 2014 Earnings Call Transcript
Q1 2014 Shareholder letter (5/7/14)
Q1 2014 Earnings Call Transcript
Q4 2013 Shareholder Letter (2/19/14)
Q4 2013 Earnings Call Transcript
Q3 2013 Shareholder Letter (11/5/13)
Q3 2013 Earnings Call Transcript
Q2 2013 Shareholder Letter (8/7/13)
Q2 2013 Earnings Call Transcript
Q1 2013 Shareholder Letter (5/8/13)
Q1 2013 Earnings Call Transcript
Q4 2012 Shareholder Letter (2/20/13)
Q4 2012 Earnings Call Transcript
Q3 2012 Shareholder Letter (11/5/12)
Q3 2012 Earnings Call Transcript
Q2 2012 Shareholder Letter (7/25/12)
Q2 2012 Earnings Call Transcript
Q1 2012 Shareholder Letter (5/9/12)
Q1 2012 Earnings Call Transcript
Q4 2011 Shareholder Letter (2/15/12)
Q4 2011 Earnings Call Transcript
Q3 2011 Shareholder Letter (11/3/11)
Q3 2011 Earnings Call Transcript
Q2 2011 Shareholder Letter (8/3/11)
Q2 2011 Earnings Call Transcript
Q1 2011 Press Release (5/4/11)
Q1 2011 Earnings Call Webcast (no transcript)
Q4 2010 Earnings Call Transcript (2/15/11)
Q3 2010 Earnings Call Transcript (11/9/10)
Q2 2010 Earnings Call Webcast (no transcript) (8/4/10)
I wish these pages didn't have a popup window blocking the content.
TSLA has not announced Q3 ER date, but here's when they've announced Q3 earnings in the past 3 years:
2012 Q3 ER - Nov 5, 2012 (Monday)
2011 Q3 ER - Nov 3, 2012 (Thursday)
2010 Q3 ER - Nov 9, 2012 (Tuesday)
Didnt Kevin post a date yesterday or is my memory off? btw thanks DaveT
He did, but it was a 'guess' date per that particular site. An official date has not yet been announced, Norse.
Yep, it's all a guess (usually based off of the previous year's date) until Tesla officially announced Q3 earnings date.
I can't seem to find the exact date for Q4 Earnings report from Tesla could someone please update the Wiki post with the latest information. Something like adding a text "Expected Q4 2013 Earnings report 19/2-2014" and then change it to confirmed as soon as it IS confirmed. This seems like the logical place to store that bit of information.
Q4 2013 Earnings is Feb 19, 2014 (Tesla Motors Announces Date for Fourth Quarter Full Year 2013 Financial Results | Press Releases | Tesla Motors). I've updated the wiki.
It seems to be confirmed already. Or so I understand ;-)
That's the link I was looking for. Anyway pretty sure as the day approaches, there will be more people with the same question as me. So good to have it listed there
It might be an idea to start tracking growth from quarter to quarter.
Here are the numbers from Q results in a spreadsheet, for the last 8 quarters.
Current negative eps may be a drag on sp. Trend may be unlikely to change without reversal from - to +
Note: 2014, q4 non gaap r&d and sg&a are my ed.guesses as I could not find a split
nice work- Auzie - very helpful;
thanks for putting that together
One more growth chart
Looking at all 2013-2014 quarterly reports, I could not identify all the data points that I wanted, so some points on the graphs are incorrect, eg no of superchargers in the first couple of quarters is assumed 0, as I have no correct data for supercharger numbers for these quarters. There seem to be few inconsistencies in the rest of quarterly reports data. These are minor details that do not alter the congruent picture of growth.
Revenue in millions - magenta line
Delivery numbers - gray line
No of employees - green bars
No of superchargers - blue line
Updated chart, includes Q1 2015 numbers
Last year there was a drop in Q1 (no.5 on axis) in deliveries and revenue. This year Q1 (no. 9) there is a slight rise, I call that progress. Well done Tesla, thank you.
Update on Model S deliveries so far. I will dig out other growth metrics this weekend.
Total of 2,650 deliveries for 2012, link, and the quarterly delivery numbers are from quarterly reports, link.
Total deliveries of Model S, 2012 to q3 2015 is 89,904.
Total delivery numbers for 2015 so far are 33,157, without q4.
It seems that S vin numbers in production, likely to be delivered in NA soon are up to 109,396, link.
If my numbers are correct and S vin numbers are sequential, 2015 delivery target might be in a bag.
The link to 2015 Q4 letter is directing to 2015 Q1.
From my experience, transcripts tend to not reflect the audio exactly, missing at times, nuances that may be significant. After one experience of significant inaccuracy (in my opinion) I only listen or better yet watch the video, as there is more information in the video.