HG Wells
Martian Embassy
Ford suspended dividends?
That raises the question: How is Anton Wahlman going to buy groceries?
By trading two brand new F150's for a pound of chuck roast ?
-
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
By trading two brand new F150's for a pound of chuck roast ?
It's both (ish)
Tesla, TSLA & the Investment World: the 2019-2020 Investors' Roundtable
Internet connectivity is a running cost recorded in deferred revenue at time of vehicle sale. Removing lifetime premium directly increases vehicle margin (not sure if the margin % includes this offset) by reducing the reserve for the expected lifetime data plan usage to one year's worth (for eligible cars, Connectivity).
After that, the monthly premium acts identically to income, and premium vs base data charges act as an expense. Note: they reserve ability to cap usage.
Compared to dats before the base vs premium data plan (everyone by default), it's pure profit.
New way : 15 million - (premium data usage)
Old way: 0 - (premium data usage)
Alternative: 0 - (basic data usage)
So net 15 million (for example) compared to not charging and some lower net profit when compared to base connectivity.
And less offsetting expense in the deferred revenue line.
************
Side note, from the 2019 10-K "Of the total deferred revenue on automotive sales with and without resale value guarantees as of December 31, 2019, we expect to recognize $751 million of revenue in the next 12 months."
After pooping a cell phone. I'd work harder too, even if only in the role of a guard dog! This gives new meaning to "are we square?"
dgodfrey
Member
Disclaimer:
Old school here, not up to speed on technology.
Is the Starlink program intended to eventually replace this incurring expense? Seems like a perfect fit.
Something, something, vertical integration....
Not in vehicle. Antenna size too large, and the system isn't intended for high density areas.
Artful Dodger
"Neko no me"
Extra 'hold over' Inventory from Q1 available for delivery in Q2:
From the Apr 2nd, 2020 Q1 P&D:
So that means that Tesla had an additional 14,600 vehicles available to be delivered in Q2, beyond the vehicles produced in Q2.
If we assume an ASP of $50K/vehicle at @20% Gross Margin, that's an addtional $146M in Gross Profit as those cars move from the Balance Sheet to the Income Statement in Q2.
That'll help.
Cheers!
From the Apr 2nd, 2020 Q1 P&D:
"In the first quarter, we produced almost 103,000 vehicles and delivered approximately 88,400 vehicles."
So that means that Tesla had an additional 14,600 vehicles available to be delivered in Q2, beyond the vehicles produced in Q2.
If we assume an ASP of $50K/vehicle at @20% Gross Margin, that's an addtional $146M in Gross Profit as those cars move from the Balance Sheet to the Income Statement in Q2.
That'll help.
Cheers!
Tesla's stock price target raised at Deutsche Bank ahead of deliveries, production update
These guys don’t want to get embarrassed, I expect more to upgrade their delivery estimates.
These guys don’t want to get embarrassed, I expect more to upgrade their delivery estimates.
Also like somebody said yesterday, Thanks to Fred’s article shorties out in full flow saying anything under 90K would be a miss. That’s the new FUD narrative folks, nothing crazy.
Artful Dodger
"Neko no me"
LN1_Casey
Draco dormiens nunquam titillandus
Well, it can be high density, as long as the roof has access to the sky. So an apartment complex can get like 3 or 4 of these, and give interwebs to their tenants, or a business.
It's not not ideal for individual use, much like satellite TV.
Compared to others Tesla is not doing to badly during this COVID-19 period:
UK car manufacturing output fell 95.4% year-on-year in May, with just 5,321 vehicles rolling off production lines.
The figures released by the Society of Motor Manufacturers and Traders (SMMT) show a slight improvement over April, which saw production drop by 99.7% year-on-year and only 197 cars made.
Source: UK car production falls 95.4% in May as sector ramps up | Autocar
UK car manufacturing output fell 95.4% year-on-year in May, with just 5,321 vehicles rolling off production lines.
The figures released by the Society of Motor Manufacturers and Traders (SMMT) show a slight improvement over April, which saw production drop by 99.7% year-on-year and only 197 cars made.
Source: UK car production falls 95.4% in May as sector ramps up | Autocar
I've estimated 81300 cars delivered for earlier quarters and I like this number so I will recycle it for this quarter.
I certainly appreciate the environmentally sound idea of that.
But - thank Zeus it is Friday - shouldn’t we discuss the SP at close? My totally uneducated guess is $990. That is a little lower than currently pre-market (which is up).
OT Starlink
Yeah, downlink doesn't care about receiver density, the constraint I see is uplink.
From an early FCC filing:
The parameter entitled “density” in Recommendation S.1503-2 (in Appendix 4
of the ITU Radio Regulations this is referred to as A.4.b.7.b). This is defined as the “[a]verage number of associated earth stations transmitting with overlapping frequencies per km2 in a cell.” The value of this parameter is related directly to the size of the aggregate beam coverage area from each SpaceX satellite, which is a hexagonal cell with a diameter of 45 km, and the maximum number of times an uplink frequency can be spatially re-used within this area. It is conservatively assumed that any uplink frequency will be re-used every other cell. Therefore, the average density will be 1/((45)2*3*√(3)/4)=0.000380 earth stations per square kilometer.
The user uplink band in 14.0GHz to 14.5GHz
Using 18.33MHz bandwidth per 100mbps channel, that gives 27 channels.
So max density would be 0.01026 stations per square km.
Of course, lowering upload speeds increases this number, and muliple sats in view should increase it also, but it still looks difficult to support high vehicle count areas.
The parameter entitled “density” in Recommendation S.1503-2 (in Appendix 4
of the ITU Radio Regulations this is referred to as A.4.b.7.b). This is defined as the “[a]verage number of associated earth stations transmitting with overlapping frequencies per km2 in a cell.” The value of this parameter is related directly to the size of the aggregate beam coverage area from each SpaceX satellite, which is a hexagonal cell with a diameter of 45 km, and the maximum number of times an uplink frequency can be spatially re-used within this area. It is conservatively assumed that any uplink frequency will be re-used every other cell. Therefore, the average density will be 1/((45)2*3*√(3)/4)=0.000380 earth stations per square kilometer.
The user uplink band in 14.0GHz to 14.5GHz
Using 18.33MHz bandwidth per 100mbps channel, that gives 27 channels.
So max density would be 0.01026 stations per square km.
Of course, lowering upload speeds increases this number, and muliple sats in view should increase it also, but it still looks difficult to support high vehicle count areas.
kalefranz
Member
Elon changed his twitter avatar to a BURNing rocket...
Attachments
Last edited:
LN1_Casey
Draco dormiens nunquam titillandus
The Falcon Heavy rocket, specifically.
You know, the one that launched a Tesla into Orbit?!
$1,420 SP confirmed.
The Accountant
Active Member
i am pretty certain it will be July 2
Yes, Elon is saying there has been net negative deliveries (aka returns) due to COvid. Will reach positive delivery numbers in a few weeks.
-your neighborhood friend Speigel
Similar threads
- Locked
- Locked
