Anyone else looking forward to shorts whining if q3 numbers are much better than expected because Tesla gamed the quarterly results by doing pretty much exactly what they've been beating tesla over the head for (e.g., take foot off growth spending accelerator, focus on production/deliveries and profitability).
Yes, but if the PR leash was taken off the strategists for a minute, they could easily answer with "Yes, we intentionally shifted costs and profits just to prove a point, that we CAN make a profit if we WANT to, but right now, we're INVESTING in our future in a big way, so this next quarter, we're going to be spending money to make even more money, again, so deal with it." They can still complain. Questions can still be asked. But, there will be a general sense that they threw a switch to make profit and did on purpose, and then said "that was just to show you we can, but have better plans in mind, so we're going back to our medium-term normal now, of heavily investing for the future". I think this can all be said in a similar way if the numbers show up closer to profit, too, even if profit isn't actually made.
I also think it's nice to take a breather for the company and practice salesmanship, since they need to have an idea of how to make that work when Model 3 comes into full swing pretty soon, and they didn't really have a lot of practice with the smaller market segment S & X. This September they're probably collecting all sorts of data about how to grow their company. If I were Tesla, I'd be holding off on opening up more Tesla Stores until the Solar City merger goes through and they can start setting up some Solar City + Battery displays in the stores during design phase, look at what they look like, run dry run sales events (which is funny since in Tesla land that means sales associates standing around not doing much, but it's what they do that matters so it still needs doing), and then when that's worked out, take the .... wait, no, they could start selling Solar City + batteries right there. Why take it down? There's a gap between purchasing Solar City and integrating products in a way that would make a good impression on the marketplace (customers). Tesla will have to be careful not to sell too many solar panels + batteries under the Tesla brand while the old Solar City sales team channels are still in place and the batteries are not being made in high quantities. So, I'm returning to my original prediction, that after dry runs, they'll hide the Solar City and Tesla Energy product displays (behind false walls?), slowly ramp down the .... I haven't heard the plans. This is exciting.
, but Delaware is a small state and home to arguably the best Chancery Court in the nation. It is generally 'business friendly', one reason (there are several) that businesses incorporate in Delaware.
