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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
jkirkwood001
Active Member
Love it! (Plus the Storage numbers of course)
Cap expenditures were high (probably due to the factories being built and ramping), that coupled with the price cuts likely hurt FCF quite a lot.
Still the report is mostly good, not as bad as I was expecting honestly. Everything here should improve as the year goes on. The market probably won't like this at all though, that hit to Op Margin will be a media talking point tomorrow.
bkp_duke
Well-Known Member
Model 3 - costs 30% less to produce than in 2018.
Love it.
Love it.
Most investors are like most people - morons. CNBC has some clown questioning Tesla demand and claiming that 36% growth is not "a sexy number".
The * said it's compared to average rate Q1 2022. Looks like the Yuan was 6.34 per dollar from that Q and this Q it's 6.9 yuan per dollar.
Looks like we are still going to have a minor FX impact next earnings, and Q3 earnings will give us the FX tailwind.
You and I must be reading different earnings lol.
Reading through the numbers, I'm struggling to see how Tesla is not achieving better efficiencies. Just a bleh earnings report. (I didn't think Q4's earnings were that great either
)Operating margins down.
ASPs must have been near $46k to get the sub 20 billion automotive revenue number.
So much for the claims that costs were going down so much and ASPs actually wouldn't drop much.
You and I must be reading different earnings lol.
Reading through the numbers, I'm struggling to see how Tesla is not achieving better efficiencies. Just a bleh earnings report. (I didn't think Q4's earnings were that great either
Attachments
When Cybertruck goes into production (at scale)...that means the ASP is going to increase while production scales, yeah?
bkp_duke
Well-Known Member
You and I must be reading different earnings lol.
Reading through the numbers, I'm struggling to see how Tesla is not achieving better efficiencies. Just a bleh earnings report. (I didn't think Q4's earnings were that great either
Yes I saw that slide.....what I'm saying is that reading through the other numbers, the business itself is not operating as efficiently as I would have expected and the economies of scale didn't materialize like I would have hoped for, given the ramp in production volume from Berlin and Austin as well as Lathrop.
Krugerrand
Meow
Maybe everyone takes a few minutes to digest things and stop responding like WS because one number isn’t what you expected/wanted. Then take another few minutes to put all things into perspective and context; consider the macro environment and what’s been going on in the world. Then maybe wait a few more minutes to get clarifications from the ER call. Then comment after having full knowledge and understanding. Or don’t and look like a WS fool.
Yeah, was especially hoping Cost of Sales would be lower... not much different than Q4. Perhaps it went down during the quarter but not much.You and I must be reading different earnings lol.
Reading through the numbers, I'm struggling to see how Tesla is not achieving better efficiencies. Just a bleh earnings report. (I didn't think Q4's earnings were that great either
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