Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[Nocturnal]

Let's see if we get the same action as IBM.

It's just down because nobody can DL the deck.

 

[Silent Ludicrosy]

 

[Artful Dodger]

The minute he stops talking, we bounce...

Yeah, JPow is a dropout of the Muskeegee School of Public Speaking...

All in all, TSLA faired exactly as you'd expect on the day compared to other Tech majors:

Now we get the 'speed-reading class' for Tesla's Earnings letter...

Cheers to the Longs!

 

[82bert]

Only in this world are these numbers “not good”. The street constantly moves the goalposts. You cannot win unless you blowout, which is ludicrous.

 

[thesmokingman]

Damn! Those margins!!!

 

[Fobble]

Tesla 4Q Rev $17.719B

 

[The Accountant]

Free Cash Flow at $2.8B.
That's incredible.

 

[Boomer19]

these clowns manipulate the hell out of the market with no recourse

 

[StarFoxisDown!]

Huh....operating expenses jumped a lot. That's a big hit on operating margin and thus net income.

 

[Right_Said_Fred]

Opex went up too much

 

[ggies07]

Let's

these clowns manipulate the hell out of the market with no recourse

Yep, unbelievable....I mean, look at this *sugar*!

Total revenue grew 65% YoY in Q4 to $17.7B. YoY, revenue was impacted by the following items: + growth in vehicle deliveries + growth in other parts of the business

 

[thesmokingman]

Opex went up too much

That should be expected given they are bringing two factories online.

 

[henchman24]

Yeah Opex is a surprise... overall very positive report though. Intel also had a good report and is getting hammered too, but as we saw just yesterday with Microsoft, it is early.

 

[TheTalkingMule]

CNBC speculating this could be a "miss on margin". Lol!

29.2% automotive margin ex-credits is.......absolute insanity. No one else will be able to touch this, ever.

Margins combined with strong guidance should be enough to push us a good bit higher. Whether it's today or next week or in 2 months.....ask the MM's.

 

[saniflash]

- increase in SG&A driven mainly by $340M payroll tax on 2012 CEO award option exercise

 

[Nocturnal]

Don't stress yet folks. Elon won't be joining the call unless it's important.

Big jump in opex.

 

[M|S|M MYP]

Eh...same ole same ole...market needs to digest these incredible numbers, initial knee jerk reaction like always.

 

[StarFoxisDown!]

CNBC speculating this could be a "miss on margin". Lol!

29.2% automotive margin ex-credits is.......absolute insanity. No one else will be able to touch this, ever.

Margins combined with strong guidance should be enough to push us a good bit higher. Whether it's today or next week or in 2 months.....ask the MM's.

A decrease in automotive margin excluding credits IS a surprise. Not sure what happened there.

 

[kabin]

That should be expected given they are bringing two factories online.

For sure and the good news is it should be temporary.

 

[betstarship]

Holy crap is that a chart I love