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

[Buckminster]

$3.22 EPS non GAAP!
Thing of beauty.

 

[StarFoxisDown!]

$2.86!!!! EPS!!!!

Non GAAP EPS $3.22

GAAP EPS $2.86

 

[ninpb]

Breaking out the good memes tonight!

 

[thesmokingman]

Let's go VERT!

 

[Pezpunk]

stock is somehow still below where it was at 9:30am this morning. :|

 

[Discoducky]

Tesla has bought down their debt again? Very interesting. Would be good to know why they have been so aggressive with this.

"Our total debt excluding vehicle and energy product financing fell to less than $0.1B at the end of Q1."

 

[dm28997]

I was watching today since I had some couch change(and the FUD was so stinky even bringing out the buried guy) so I got a Leap and some chairs in the 980s.
Seems so simple

 

[ggies07]

Very nice.

This is why nearly half of Tesla vehicles produced in Q1 were equipped with a lithium iron phosphate (LFP) battery, containing no nickel or cobalt

And my mid-range M3 from 2018 with NCA got 260.

As a result of our energy efficient motors, a Model 3 with an LFP battery pack can still achieve a 267-mile EPA range

 

[Pezpunk]

33% gross auto margins is glorious.

 

[Rotte]

up over $50 after hours

 

[willow_hiller]

I love this confirmation of our assumed affect of OEM advertising spending. OEMs spend millions of dollars on Superbowl ads, customers research EVs, customers buy Teslas.

 

[ZsoZso]

Financial results are amazing, even better than most of the uber-bull estimates ($2.86/share GAAP, 3.22 non-GAAP profit).
Now the question is: can Elon rattle the cages and scare the investors on the call enough despite the results to cause the SP to tank tomorrow ?
Looks very difficult, but Elon is extremely talented, so I would not rule it out yet...

 

[GrandEnigma]

lol, flat for the day.

 

[ZenRockGarden]

Very nice.



And my mid-range M3 from 2018 with NCA got 260.

That must be counting a lot of China LFP cars...

 

[Discoducky]

This is simply an across the board beat.

So much fun reading through the pdf.

This is interesting. Wonder why Net cash provided by operating activities is lower?

 

[Gigapress]

Called it.

 

[ZachF]

 

[ZachF]

Legacy auto is in for a world of pain….

 

[henchman24]

Fan F tastic numbers! $3.22 is great all things considered and should ease concerns on Q2 and 2022 numbers.

Only single downside I see is FCF was down. Beyond that, these are amazing numbers.

 

[c041v]

While this is certainly a beat, I'm curious to see how the market actually reacts. As in tomorrow, when the SP drops because everyone thought a beat should have taken it up. We've all been down this road before. I'm happy they beat as a miss could have resulted in a precipitous Netflix drop, but I'm not convinced the Market is going to respond the way most think it should.