Better than I feared, worse than I hoped for.
No mention of FSD in side deck.
No mention of FSD in side deck.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Yeah. There are a lot of questions unanswered at this point. I'm going to go back to work while eagerly waiting for the call lol.
The fact that they announced Giga Nevada before the earnings call and the investor meeting has me extremely curious about what is big enough to carve out a separate meeting on that date.
In the deck they mention the Cybertruck will get an update then which is a little weird. Maybe we find out about Giga Mexico, the Great White Giga, and maybe Giga ??Indonesia??
Nope.
1.3*0.77 = flat so 23% ASP cut or 20% ASP cut and 25% growth.
Which is all ignoring the reality that cost of revenue does not increase at the same rate as production. Flat revenue on higher volume would still mean more gross and operating profit.
It would have been a funny joke if it had said "entered a $5B pact with JP Morons"
It's a Monty Python quote: Eric the Half a Bee...Playing off "To be or not to be"?
If something is half a B, then necessarily the other half isn't a B.
I didn't want to post it, but this is the first time in quite a while where everyone isn't falling all over themselves expecting blowouts etc.
They will have to show off the final specs/pricing/design of the Cybertruck at some point before deliveries after all.
Consider me surprised the stock is up 2% right now. FCF way below expectations and gross margins a disappointment when considering EV credits were higher than Q3. Maybe it was all priced in 
ASP q3 2021 : 48810
ASP q4 2022: 51421
Model Y Q3 2021 priced the same as today.
Looks to be a 5% drop going forward, not 15-20%.
Released FSD to nearly 400,000 users in North America. That is considerably more than the 282,000 Elon mentioned previously. That will be a lot of feedback for training purposes.
Mentioned deployment, didn't talk about the minimal revenue recognition however. I expect we'll hear more in March. I hope they use Say again to get questions from investors, great tool to get agreement and consensus about what we want to know IMHO.
Is Dan Ives capable of talking without the use of idioms?
So what is the 4.3 billion under the “purchase of investments” about?
That seems to be the primary reason for the low FCF
That seems to be the primary reason for the low FCF
He is not.
Odd if they slid that out at a generic sounding “Investor Day” rather than a Cybertruck specific event. I expect the final deets would wait until they have a handover event with employees like they did with the Model 3 and Model X.
dhanson865
Well-Known Member
Nah, this is just a slush fund they can pass thru to Musk for unplanned expenses. /s
**ducks**
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