Umm. The guidance was done prior to anyone knowing China would abandon the zero Covid policy. This isn't a miss, just an unknowable event. 40% increase ought to be super good in anyone's view.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
That cannot be accurate. Abandoning zero covid led to everyone being allowed to go out. So if anything it should have helped sales. The 1st step to solving a problem is accepting there is one. Constantly trying to blame external factors does not help. Chinese customers are wanting cheaper models and Tesla has to address that market. That is why the MY SR is the best seller rather than LR or P.
When millions of people were sick, they weren't purchasing cars, or even thinking about it.
Anyway China and European city markets will soon be due for a smaller hatchback. Renault Clio sized cars are everywhere in Paris, Rome, etc. Europeans, Chinese and Indian citizen of traffic packed cities need a commuter car that can park in tight spots. This is the next logical step for Tesla after they filled the luxury segment, SUV segment then pick up segment. City cars and transit vans. Renault Clio evolved from being a 3.6 meters length car to a 4.05 over a decade. Tesla might want to develop something a bit smaller than the 4.4meters length Model 3 to expand its market with a reduced price tag. Cut margins to fill the cheaper car segment or create a cheaper hatchback car that is the question right now before a recession. Not sure what is the right answer for the next 2 years.
ToTheStars
Member
Regarding the city cars. I hope the cybertruck is a success and it will evolve in a design for the small car. Maybe like these examples:
Uhhhh….that is not at all what has happened in china over the last two months. CV has ripped through the population causing a serious temporary drag in economic activity due to both a disrupted-by-CV workforce and much of the population avoiding going out. We should see the situation reverse soon, as CV wave has already touched the majority of tier 1 city populations.
petit_bateau
Active Member
Gigapress
Trying to be less wrong
Those pickup numbers count the entire family of pickups from each company (F-Series, Silverado, Ram) even though they come in different sizes and shapes. If an F-250 crew cab with an 8-foot bed, Platinum trim, and diesel engine is counted with a base F-150 with a 6-foot bed and gas engine then Model 3 and Y definitely should be counted together for the comparison.Pickups tops the list but to see MY becoming the 6th best selling beating ICE is gratifying. Why not buy the safest car that doesn't use fossil fuels AT ALL. Hybrids use gas and are dumb IMHO
Tesla Model Y Became the US’ 6th Best-Selling Car in 2022, Overthrowing Gasoline Dinosaurs in its Path
The Tesla Model Y became the #6 best-selling car in the US in 2022, overthrowing the gas dinosaurs in its wake. The car rose up 11 positions compared to last year. The Tesla Model 3 is in 13th place, up 6 positions from 2021.www.tesmanian.com
3+Y combined US sales in ‘22 was 464k, in 4th place slightly behind the Ram family. Depending on the rate of growth at Giga Texas, 3+Y might pass the F-Series to claim the #1 spot in 2023. The Y by itself has a chance at passing both the RAV4 and the Ram and Silverado families.
(just to be clear, this system seems absolutely crazy for anyone living outside US.
One of the many aspects of American life we don't understand
)
Gigapress
Trying to be less wrong
Would you please show your math and also clarify your numbers? Is earnings per vehicle referring to net income divided by vehicles delivered? If so have you accounted for continued operating leverage offsetting price cuts as the deliveries grow?
Are you accounting for other factors like mix shifting towards Y? Any customers taking advantage of lower prices to get higher trims? Declining input costs? New factory efficiencies? $45/kWh IRA battery production credits? Tesla Energy? Greater FSD revenue than in 2022?
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This.
To add some color, the Renault Zoe shares the same dimension and exterior with the Clio, and has been one of the greatest BEV model sold in Europe in these first years of transition. Now every OEM is pushing bigger cars but I feel they just want better margins: I have had my Zoe for more than 2 years and I'm quite happy with it, I use it for 95% of my trips.
The 3 is a big (long but also very wide) car, it's a very different market segment.
I am also a software developer and it doesn't sound preposterous to me. It is not unusual to have an API that returns a json object containing a lot more data than you need to render the web page. This kind of mistake happens, even among the very best software engineers.
So I think the data is real. It wasn't fabricated. It didn't just come out of nowhere. However, the context is missing. We don't know what that margin data actually represents. Is it an old estimate? Is it dummy data? How did someone arrive at those numbers and are they numbers that Tesla actually uses?
Seems normal in Egypt(just to be clear, this system seems absolutely crazy for anyone living outside US.
One of the many aspects of American life we don't understand
JusRelax
Active Member
For what it's worth, Sandy Munro would 'bet' on 45% margins on Megapack. Granted, this is after being asked what he thought of Tesla having 60% margins on megapack:
They managed to purchase ever increasing numbers of BYD Evs in the same time
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