TMC is an independent, primarily volunteer organization that relies on ad revenue to cover its operating costs. Please consider whitelisting TMC on your ad blocker or making a Paypal contribution here: paypal.me/SupportTMC

What will Elon say about Model X during Q2 earnings call on August 5?

Discussion in 'Model X' started by CmdrThor, Jul 28, 2015.

?

What will Elon say about Model X during Q2 earnings call on August 5?

Poll closed Aug 5, 2015.
  1. Model X “your car is ready to be configured” emails will be going out within 2 weeks

    30.3%
  2. Model X is on track for first deliveries in about 2 months

    52.8%
  3. Model X is delayed to Q4 2015

    11.3%
  4. Model X is delayed to 2016

    5.6%
  1. CmdrThor

    CmdrThor Member

    Joined:
    Jul 24, 2013
    Messages:
    861
    Location:
    Marietta, GA
    As the days get closer to the next earnings call, it gets less likely we will get any update on Model X before then. So, assuming that is our next point of communication, what do you think he will say?
     
  2. NigelM

    NigelM Recovering Member

    Joined:
    Apr 3, 2011
    Messages:
    13,257
    Location:
    Sarasota, FL
    You missed the option of: "The first customers (Founders) have already been invited to configure their cars"
     
  3. MonroeSS

    MonroeSS Member

    Joined:
    Oct 23, 2014
    Messages:
    63
    Location:
    Reston VA
  4. CmdrThor

    CmdrThor Member

    Joined:
    Jul 24, 2013
    Messages:
    861
    Location:
    Marietta, GA
    True. But I am willing to bet if the Founders have been secretly invited to configure their cars, Elon will not tell us during the earnings conference, he will instead tell us when they deliver the Founders cars at a reveal event. If the Founders have already been invited, I am guessing his update will be one of the first two options.
     
  5. KJD

    KJD Member

    Joined:
    Dec 14, 2013
    Messages:
    630
    Location:
    SLC, UT
    I gave up guessing a long time ago. How about hope for the best and expect the worst on the 5th of August.
     
  6. FredTMC

    FredTMC Model S VIN #4925

    Joined:
    Dec 26, 2012
    Messages:
    3,016
    Location:
    Orange County CA
    Any further delays is completely unacceptable and the stock would get hit... Elon continues to say everything on track. Latest update was during 90 kWh press conference.
     
  7. 1208

    1208 Active Member

    Joined:
    Dec 22, 2014
    Messages:
    1,155
    Location:
    UK
    #7 1208, Jul 28, 2015
    Last edited by a moderator: Mar 13, 2016
    Whatever he says the background music will be...


    Because he knows it's judgment day.
     
  8. RDoc

    RDoc S85D

    Joined:
    Aug 24, 2012
    Messages:
    1,569
    Location:
    Boston North Shore
    He'll say it's scheduled for about a month after the lane keeping/auto parking is rolled out and will be followed in a matter of months by the Model 3 reveal.
     
  9. schonelucht

    schonelucht Active Member

    Joined:
    Mar 10, 2014
    Messages:
    1,817
    Location:
    Nederland
    By the time the earnings call happens, delivery on track for deliveries in about two months mean that the X is delayed in to Q4, so those two options are equivalent.
     
  10. gregincal

    gregincal Active Member

    Joined:
    Oct 26, 2012
    Messages:
    2,138
    Location:
    Santa Cruz, CA
    Yeah, that option should be that he just repeats that they are still on track for September deliveries with no other information, leaving people on these boards fuming and arguing (although that will probably be the case regardless of what he says).
     
  11. timf

    timf Member

    Joined:
    Apr 14, 2013
    Messages:
    900
    Location:
    Michigan
    The second option should really read "Model X is on track for first deliveries next month" in order to avoid redundancy, as September will be "next month" as of the call. Of course, Elon will probably think it's still July if the past is any indication.
     
  12. CmdrThor

    CmdrThor Member

    Joined:
    Jul 24, 2013
    Messages:
    861
    Location:
    Marietta, GA
    Yea, that is pretty much why I put that he would say "about 2 months". But yes, the intent of that option is that he will give no new information and stick to the previously communicated status.
     
  13. MartinAustin

    MartinAustin Active Member

    Joined:
    Jul 21, 2013
    Messages:
    1,449
    Location:
    Austin, Texas USA
    What often happens with Tesla announcements and press events of any kind, is that there is/are change(s) to the website.

    It could be that the configurator goes live during the call, so that he can say "the configurator is now live" and that news gets rolled into the overall news regarding profits & revenue etc. - as it concerns after-hours TSLA movements and into the following morning.

    - - - Updated - - -

    I've got high confidence the Model X web page won't look the same as it does today, by the end of next week.
     
  14. Cattledog

    Cattledog Active Member

    Joined:
    Feb 9, 2012
    Messages:
    1,709
    Location:
    San Antonio, TX
    I know what I'd like him to say, which is to list three events with actual dates. I doubt he will, as Tesla likes to send out cryptic e-mails and tweets to build mystery and buzz. OK if those happen separate from call. But the call would generate huge buzz for TSLA if he said:

    1. We will be having a reveal event for invited reservation holders (Sigs?) to deliver Founder cars and offer test drives at Fremont/Hawthorne on "date".
    2. We will start 'Get Amped Model X' test drive blitz events at our showrooms/galleries/select locations on "date". Reservation holders will get an e-mail inviting them to a nearby event.
    3. We will open the online design studio for select reservation holders (Sigs?) on "date". We will then proceed sequentially with all reservation holders over the next several months.

    I'd love those dates to be late-September for event 1 (to meet the Q3 delivery statement) and then early October - events 2 and 3 could happen simultaneously or flip positions, though most people, but not all, would like to test drive the car before purchase.

    Certain dates like that will make buzz build, reservations spike and drive the stock higher in anticipation.
     
  15. CmdrThor

    CmdrThor Member

    Joined:
    Jul 24, 2013
    Messages:
    861
    Location:
    Marietta, GA
    Anyone else notice bonnie hasn't voted? Can you say NDA?? :wink:
     
  16. Paul Carter

    Paul Carter Active Member

    Joined:
    Apr 27, 2013
    Messages:
    1,456
    Location:
    Vancouver, BC, Canada
    Bonnie is too busy configuring her X. :)
     
  17. oneday

    oneday Member

    Joined:
    Nov 29, 2014
    Messages:
    165
    Location:
    Bay Area
    #17 oneday, Jul 28, 2015
    Last edited: Jul 28, 2015
    Building cars is extremely difficult and we ummm we uh really need to get the X ummm we uh are going to make sure that the cars are right from the first car off the line. So I uhh I think we are on track with deliveries happening soon and whether the ramp up happens in umm quarter 3 or ummm or uh if it happens in quarter 4 is irrelevant to our long term goals.

    X configuration will be online soon, we just umm we uh want to make sure we have options bundled and streamlined as much as possible to maximize production efficiency.

    Hey, just a shot in the dark of what he might say.
     
  18. vandacca

    vandacca Active Member

    Joined:
    Oct 13, 2014
    Messages:
    1,962
    Location:
    Hamilton
    Wow, you nailed it! For a second I thought you were quoting Elon himself. :rolleyes:
     
  19. ItsNotAboutTheMoney

    ItsNotAboutTheMoney Active Member

    Joined:
    Jul 12, 2012
    Messages:
    4,502
    Location:
    Maine
    #19 ItsNotAboutTheMoney, Jul 28, 2015
    Last edited: Jul 28, 2015
    Q4 2015. Well, he might not say that exactly, but if you read coldly between the lines, it's what he'll mean.
    Every earnings release has indicated a delay of at least 1, mostly 2 and sometimes 3 months, The last one included the nonsense about not having a big launch to keep the surprise or something, when what he actually meant was that maybe if they skip the usual launch it'll save time and they can dribble a couple out in Q3. Nothing since has suggested that it's imminent, so my guess would be another delay, taking it into Q4.
     
  20. Benz

    Benz Active Member

    Joined:
    Nov 15, 2012
    Messages:
    1,907
    Location:
    Netherlands
    The date for the event where they will reveal the production version of the Tesla Model X will be in September 2015. And deliveries will start a week or two after this event. But production will already have started in August 2015. That's what he will announce on the Conference Call on August 5th 2015.
     

Share This Page