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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
bkp_duke
Well-Known Member
Couple forward-looking statements in the press release that caught my eye. Nothing surprising to anyone here, but hopefully Wall St. picks up on these things and puts them in their models.
1) Battery, Powertrain & Manufacturing
"Tesla achieved the highest operating margin across all volume OEMs. Cost (COGS) per vehicle dropped to ~$36,000 in both Q3 and Q4 2021. We believe our current projects, including large castings, structural battery pack, 4680 cells and many others, should help us continue to minimize our product cost."
2) Energy Storage
"As demand remains substantially above capacity, growth has been limited by supply. We are in the process of building a dedicated Megapack factory to address the growing demand."
3) Supply chain is still an issue, and expected to be in 2022
"Our own factories have been running below capacity for several quarters as supply chain became the main limiting factor, which is likely to continue through 2022."
Look forward to the call and getting more clarification on a lot of things like 4680 ramp, GF Berlin and Austin opening, etc.
1) Battery, Powertrain & Manufacturing
"Tesla achieved the highest operating margin across all volume OEMs. Cost (COGS) per vehicle dropped to ~$36,000 in both Q3 and Q4 2021. We believe our current projects, including large castings, structural battery pack, 4680 cells and many others, should help us continue to minimize our product cost."
2) Energy Storage
"As demand remains substantially above capacity, growth has been limited by supply. We are in the process of building a dedicated Megapack factory to address the growing demand."
3) Supply chain is still an issue, and expected to be in 2022
"Our own factories have been running below capacity for several quarters as supply chain became the main limiting factor, which is likely to continue through 2022."
Look forward to the call and getting more clarification on a lot of things like 4680 ramp, GF Berlin and Austin opening, etc.
Artful Dodger
"Neko no me"
Tesla has to start expensing the 2nd Model Y line at Giga Shanghai now. I've been telling people this for literally 3 months now....
Cheers!
Tesla is tacitly admitting autonomy is materially delayed. Current portion of deferred revenue is slashed, but long-term portion is up by a lot.
Oh good, someone trying to get internet traffic to their site.
Nah, I will stick with direct source
Q1 2024 Financial Results and Q&A Webcast | Tesla
Join us on Tuesday, Apr 23rd for Tesla Q1 2024 Financial Results and Q&A Webcast.
mickificki
Member
bkp_duke
Well-Known Member
I bet it hurt Lora so bad to write this:
www.cnbc.com
Tesla beats on earnings and revenue, says supply chain issues were 'main limiting factor'
The automaker said supply issues will likely persist in 2022, even as income jumped more than 700% in the fourth quarter.
www.cnbc.com
Not going to read it....bet there is a negative spin in there somewhere.I bet it hurt Lora so bad to write this:
Tesla beats on earnings and revenue, says supply chain issues were 'main limiting factor'
The automaker said supply issues will likely persist in 2022, even as income jumped more than 700% in the fourth quarter.
Biggest surprise by far is the 60k FSD beta users.....way higher than expected.
Haha, everyone gaming the system by resetting their scores
TESLA EARNINGS CALL
Listen and watch here.
Tesla Q4 Shareholder Conference Call — Watch & Listen Here
Listen and watch here.
Tesla Q4 Shareholder Conference Call — Watch & Listen Here
MTL_HABS1909
Active Member
RobDickinson
Active Member
Almost 1 per NHTSA investigation!
2daMoon
Mostly Harmless
Timmy Toilet Boy just said very nice things about Tesla on CNBC. (though he still doesn't like the SP valuation, of course)
What could this mean?
What could this mean?
Another thing I noticed under the Profitability paragraph in the +/- 's..........they don't mention price hikes as a +. My takeaway is that most of the price hikes still haven't flown down into earnings yet. Now that I think of it, considering they forced so many orders that were from 1 year ago to take delivery in Q4, that might have actually hurt ASP and margins especially since it seems they already realized some of the commodity and raw material price increases
Zhelko Dimic
Careful bull
I wish Elon does his roadmap, and then disappears, leave CC/Q&A to Zach, Drew and all
Q3 was beautiful and gave us new insight in the strength of Tesla bench. And those guys communicated beautifully.
But I feel my hopes are in vain...
2daMoon
Mostly Harmless
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