Some F/X hit. But it seems it's mostly due to higher number of China deliveries. China ASPs are lower than in the US and Europe.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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My guess is greater supply of LFP batteries and therefore relatively more standard range 3/Y production vs LR/S/X. I think if they had the nickel cells available, we wouldn’t see longer wait times for LR models in China because they’d prioritize the higher trims.
ZachF
Active Member
Euro, pound, and yen lost lots of value in Q3.
ZachF
Active Member
Yeah, Karen missed it there methinks. In fact other than the aspie, much of that could describe her...
How about S3XY BST? Model B for the little guy, S for Semi, and cyberTruck.
You need to read her entire statement on Twitter, this is just a portion. As most of us know, Karen Rei has followed Elon and all things Tesla for a long time, but IMHO she does not know him as well as she thinks she does. With the mind he has, I doubt anyone (or very few people) do.Updated
How about "We're number one, but we still try harder!"Elon himself has directly debunked the idea of calling it a 2, multiple times.
Not sure why a few in here keep insisting on using the name despite clear evidence it's not the name
Tesla’s Elon Musk drives the nail in the coffin of “Model 2” moniker
Very few details have been shared about Tesla’s upcoming $25k electric car. Elon Musk has noted that the vehicle would be Tesla’s most difficult endeavor yet, and based on his previous comments, it appears that the upcoming EV would also be equipped with batteries that have an iron-based...www.teslarati.com
Why are people trying so hard to break/change the joke Elon is working so hard on:How about S3XY BST? Model B for the little guy, S for Semi, and cyberTruck.
S3XY CARS
They just need to get the ATV design finished and released. (Really, I'm surprised that they don't have the ATV there with a link to the Cyberquad for kids.)
thesmokingman
Active Member
Yea, these analyst are complicit in the machinations of the giant machines they work for.
Agree with the response above stating that ASP hit is mostly mix driven (from China portion) but FX was independently a significant headwind as well. The slide deck calls out 250 million or about 8c per share.
Need to figure if this will continue this quarter as well. @The Accountant estimated a smaller impact if I recollect correctly. Not sure if he was able to reconcile.
Edit: We probably need the 10Q for that.
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FSDtester#1
Craves Electrolytes
I am betting on "U"
U S3XY!
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Mod: okay, everyone had their fun with naming Tesla's new model. Time to move on.
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MartinAustin
Active Member
Damn, my red Model 3 is very jealous!
And yes, IMO this is on topic since the wait list went to 7 months overnight for this color. Amazing demand lever.
Or the paintshop still needs some work before these can be delivered.. So far Berlin has only been making white and black.
Nolimits
Member
That quicksilver color is incredible!!!!!!
larmor
Active Member
Herein is the difference b/w tesla and legacy auto. Intro new paint color which looks stunning in internet low res photos. Not EV related, not space related, not FSD related, just plain old manufacturing. Way to go Giga Berlin!
Damn, I really wish they had these colors in China. To see the whole demand decline thesis destroyed by the introduction of two color variations would have been priceless.
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