Looks like 250m... there's a big chunk of the miss from higher expectations.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
dhanson865
Well-Known Member
Starlink 1.5 and 1.6 satellites are already deployed, you should have said Starlink 2.0 or Starlink 2.0 mini. The feature you are talking about does not exist on 1.5 sats.Yeah, until Starlink mini v1.5 is deployed. Then both your Tesla a your cell phone will get a signal in the middle of nowhere. It's handled, just gotta let the plan work.
This one's pretty upbeat.
driveteslacanada.ca
Tesla (TSLA) posts record Q3 2022 revenue on record deliveries
Tesla has posted their Q3 2022 financial results after setting new records in both production and delivery figures during the three month period. Even though they set records for both metrics, the number of deliveries […]
driveteslacanada.ca
ZachF
Active Member
Earnings a little lower than I expected.
Cash flow is strong af though
Cash flow is strong af though
BINGO CARD for the conference call. Click and enjoy. Yell BINGO here when you get five in a row. Just for fun...
https://mfbc.us/v/jrug69n
https://mfbc.us/v/jrug69n
Love seeing storage moving from 40% YoY to 62% YoY. If that keeps up it will be impactful before we know it.
And that cash in hand keeps piling up...
And that cash in hand keeps piling up...
It's encouraging long term as everything is trending in the right direction, but I really was expecting an ATH record quarter with respect to EPS, and we didn't get that as Q1 beats Q3, despite the much higher production and deliveries.
Long term it's just noise, but short term I think the SP won't react well to this report. Possibly neutral at best? Unless we get a super positive during the call. I don't think we'll be getting a Netflix style runnup in the morning.
it seems like every quarter there is something unexpected that hits earnings. In the future, we probably need a 0.10 "unexpected charge" deduction from any estimates.
JRP3
Hyperactive Member
Unfortunately even my expectations were *slightly* above actuals. Missed EPS by 2.5 cents / share, I can live with that. Still beat the WS consensus estimate handily, and still an AMAZING Q3, hopefully everyone still realizes that even if their incredibly high guesses in the spreadsheet we’re one quarter too soon.
Xepa777
Member
What happened to all the $1.15+ EPS estimates from the super informed, knowledgeable experts here and on Twitter?
We really need to have a running tally of estimates vs. actuals with a 2+ year track record, so I can mentally shave off 5% from anything Rob says and 10% from anything James Stephenson says.
We really need to have a running tally of estimates vs. actuals with a 2+ year track record, so I can mentally shave off 5% from anything Rob says and 10% from anything James Stephenson says.
Xepa777
Member
This one's pretty upbeat.
Tesla (TSLA) posts record Q3 2022 revenue on record deliveries
Tesla has posted their Q3 2022 financial results after setting new records in both production and delivery figures during the three month period. Even though they set records for both metrics, the number of deliveries […]
Wow, you telling me a website called driveteslacanada would have a positive interpretation of Tesla news? Shocking.
revenue was below WS expectations
Lower than expected ASPs from the rampaging US dollar was a risk noted earlier, looks like that might have been the case.
That is really kind of the norm in most companies. Usually something is overlooked, good or bad.
Did cash actually get exchanged, or is it just an impact on the financials being in USD that
Last edited:
thesmokingman
Active Member
I grabbed 50 chairs for my moms chair collection.
Energy with some nice growth there..........but without any margin growth, which is actually pretty disappointing.
Services and other's didn't have the material bump from used car sales as I was expecting, that's also disappointing.
Currency headwinds took off 250 million
Yeah, tomorrow's gonna be a rather brutal day for the stock
Services and other's didn't have the material bump from used car sales as I was expecting, that's also disappointing.
Currency headwinds took off 250 million
Yeah, tomorrow's gonna be a rather brutal day for the stock
That would assume the reversal actually happens. I wouldn’t dare to try and predict foreign exchange movements in advance.
Similar threads
- Locked
- Locked
- Locked
