"In Q1, we were able to navigate through global chip supply shortage issues in part by pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers."
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Non GAAP EPS has increased from 0.23 to 0.93, that's a 4X improvement. To all those questioning the 4X share price increase over the last 12 months, well, there's your answer. The share price got it right.
Revenue has increased 74%.
Very happy with both those measures. If the market is underwhelmed and the price dips below $700, I'm back in.
Revenue has increased 74%.
Very happy with both those measures. If the market is underwhelmed and the price dips below $700, I'm back in.
$101 mln profit on sale of bitcoin. I guess the market doesn’t like this profit which didn’t come from operations, together with $518 mln regulatory credits. This is what all shorties will be focussing on again.
dhanson865
Well-Known Member
I've heard that before but just checking the first result for "gpu mining profitability calculator" it says a NVIDIA GTX 1050 on $0.10 per kWh is profitable for BTC. Same for a AMD R9 380 on $0.10 per kWh.
Those calcs are purely hash vs electricity so they don't count the cost of the GPU. But for cars that people are paying for as cars the GPU price doesn't matter.
bkp_duke
Well-Known Member
TSLA beat EPS by 15c/share.
Tesla EPS beats by $0.15, beats on revenue (NASDAQ:TSLA) (as much as it pains me to link SA, it was the first article I could find)
bkp_duke
Well-Known Member
Well, TSLA also had record charges for stock compensation as well. So there is a flip-side to that talking point.
Pezpunk
Active Member
now you guys are just downvoting straight facts? i'd love to hear the justification for my statement not being true. 39 cents a share is factually and inarguably well below predictions. join me in reality someday and you'll be better investors. this forum has a severe problem with reacting negatively to things it doesn't want to hear, even when they're true. it's going to cost you money if you shield yourself from reality.
No surprises here.
It is all good.
Onward and upward!
P.S. SP at this point in short term is at the mercy of powers beyond my comprehension. But I am not seeing anything that would catapult this up in AH. Perhaps after phone call and tomorrow....
It is all good.
Onward and upward!
P.S. SP at this point in short term is at the mercy of powers beyond my comprehension. But I am not seeing anything that would catapult this up in AH. Perhaps after phone call and tomorrow....
Pezpunk
Active Member
These are the negatives (i.e.: what Gordon & co. will be shouting about on Yahoo! Finance, etc.):
- GAAP loss if you take out reg. credits
- lower auto and total revenues vs. Q4 2020 on higher deliveries (yeah, let's not talk about the change in the mix, and the resulting change in ASP)
- high OpEx (no need to address boring details, like the $614M in SBC)
- FCF lowest in the past 4 quarters (and over $1B higher Y-o-Y, but whatever).
- low energy storage numbers
MTL_HABS1909
Active Member
Tesla posts Q1 earnings that top estimates, doubles down on eventual 50% annual deliveries growth target
Tesla results come just weeks after the company posted record deliveries that handily topped Wall Street estimates.
bkp_duke
Well-Known Member
Good for you, but most of the consensus estimates were around non-GAAP EPS b/c they had no idea where regulatory credits, etc. would fall. GAAP had a larger spread.
Contrary to how you WANT to paint us, we're not stupid bulls in this forum, and know how to read (and invest).
The algo bots can't make sense of this, and I could care less as a long-term investor.
From the above article:
- Tesla (NASDAQ:TSLA): Q1 Non-GAAP EPS of $0.93 beats by $0.15; GAAP EPS of $0.39 misses by $0.08.
- Revenue of $10.39B (+73.5% Y/Y) beats by $110M.
- Automotive gross margin of 26.5% vs. 24.3% consensus, Capex $1.35B vs. $1.03B consensus.
Can’t complain about the headlines in Apple.
JusRelax
Active Member
Honestly, I think market was expecting updated forecast for 2021 deliveries and didn't get it, and that is factoring in too. MSM was saying that would be the key number to watch for q1 earnings (lol)
Tesla posts record net income of $438 million, revenue surges by 74%
Tesla beat expectations on revenue and earnings in Q1, but the stock dropped slightly after hours.
www.cnbc.com
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