Welcome to Tesla Motors Club
Discuss Tesla's Model S, Model 3, Model X, Model Y, Cybertruck, Roadster and More.
Register

List of all TSLA quarter reports

This site may earn commission on affiliate links.
List of all TSLA Annual & Quarter Reports

Annual Reports


2015 Annual Report (2/26/16)
2014 Annual Report (2/26/15)

2013 Annual Report (2/26/14)

2012 Annual Report (7/3/13)
2011 Annual Report (3/28/12)
2010 Annual Report (3/3/11)


Shareholders Letters & Earnings Calls Transcripts

Q4 2015 Earnings Calls Transcript thestreet.com (2/10/2016) Q4 2015 Earnings call transcript
Q4 2015 Earnings Calls Transcript pdf download thestreet.com (2/10/2016) Q4 2015 Earnings call transcript pdf

Q4 2015 Shareholder Letter pdf (2/10/2016) Q4 2015 Shareholder Letter pdf (2/10/2016)

Q3 2015 Shareholder letter Q3 2015 Shareholder letter (3/11/2015)
Q3 2015 Earnings call transcript

Q2 2015 Shareholder letter (5.8.2015)
Q2 2015 Earnings call transcript (6.8.2015)

Q1 2015 Shareholder letter (5/6/2015)
Q1 2015 Earnings call transcript

Q4 2014 Shareholder letter (2/11/2015)

Q4 2014 Earnings call transcript

Q3 2014 Shareholder letter (11/5/14)
Q3 2014 Earnings Call Transcript

Q2 2014 Shareholder letter (7/31/14)
Q2 2014 Earnings Call Transcript

Q1 2014 Shareholder letter (5/7/14)
Q1 2014 Earnings Call Transcript

Q4 2013 Shareholder Letter
(2/19/14)
Q4 2013 Earnings Call Transcript

Q3 2013 Shareholder Letter
(11/5/13)
Q3 2013 Earnings Call Transcript

Q2 2013 Shareholder Letter
(8/7/13)
Q2 2013 Earnings Call Transcript

Q1 2013 Shareholder Letter (5/8/13)
Q1 2013 Earnings Call Transcript

Q4 2012 Shareholder Letter (2/20/13)
Q4 2012 Earnings Call Transcript

Q3 2012 Shareholder Letter (11/5/12)
Q3 2012 Earnings Call Transcript

Q2 2012 Shareholder Letter (7/25/12)
Q2 2012 Earnings Call Transcript

Q1 2012 Shareholder Letter (5/9/12)
Q1 2012 Earnings Call Transcript

Q4 2011 Shareholder Letter (2/15/12)
Q4 2011 Earnings Call Transcript

Q3 2011 Shareholder Letter (11/3/11)
Q3 2011 Earnings Call Transcript

Q2 2011 Shareholder Letter (8/3/11)
Q2 2011 Earnings Call Transcript

Q1 2011 Press Release (5/4/11)
Q1 2011 Earnings Call Webcast (no transcript)

Q4 2010 Earnings Call Transcript (2/15/11)

Q3 2010 Earnings Call Transcript (11/9/10)

Q2 2010 Earnings Call Webcast (no transcript) (8/4/10)
 
Last edited by a moderator:
TSLA has not announced Q3 ER date, but here's when they've announced Q3 earnings in the past 3 years:

2012 Q3 ER - Nov 5, 2012 (Monday)
2011 Q3 ER - Nov 3, 2012 (Thursday)
2010 Q3 ER - Nov 9, 2012 (Tuesday)
 
I can't seem to find the exact date for Q4 Earnings report from Tesla could someone please update the Wiki post with the latest information. Something like adding a text "Expected Q4 2013 Earnings report 19/2-2014" and then change it to confirmed as soon as it IS confirmed. This seems like the logical place to store that bit of information.

Cobos
 
I can't seem to find the exact date for Q4 Earnings report from Tesla could someone please update the Wiki post with the latest information. Something like adding a text "Expected Q4 2013 Earnings report 19/2-2014" and then change it to confirmed as soon as it IS confirmed. This seems like the logical place to store that bit of information.

Cobos

Q4 2013 Earnings is Feb 19, 2014 (Tesla Motors Announces Date for Fourth Quarter Full Year 2013 Financial Results | Press Releases | Tesla Motors). I've updated the wiki.
 
I can't seem to find the exact date for Q4 Earnings report from Tesla could someone please update the Wiki post with the latest information. Something like adding a text "Expected Q4 2013 Earnings report 19/2-2014" and then change it to confirmed as soon as it IS confirmed. This seems like the logical place to store that bit of information.

Cobos

It seems to be confirmed already. Or so I understand ;-)
 
Growth charts

It might be an idea to start tracking growth from quarter to quarter.

Flowers.jpg


Here are the numbers from Q results in a spreadsheet, for the last 8 quarters.

TeslaGrowth.PNG
GrowthChart.PNG



Current negative eps may be a drag on sp. Trend may be unlikely to change without reversal from - to +

Eps.PNG


Note: 2014, q4 non gaap r&d and sg&a are my ed.guesses as I could not find a split
 
Last edited:
It might be an idea to start tracking growth from quarter to quarter.

View attachment 75326

Here are the numbers from Q results in a spreadsheet, for the last 8 quarters.

View attachment 75327View attachment 75328


Current negative eps may be a drag on sp. Trend may be unlikely to change without reversal from - to +

View attachment 75329

Note: 2014, q4 non gaap r&d and sg&a are my ed.guesses as I could not find a split

nice work- Auzie - very helpful;
thanks for putting that together
 
One more growth chart

Looking at all 2013-2014 quarterly reports, I could not identify all the data points that I wanted, so some points on the graphs are incorrect, eg no of superchargers in the first couple of quarters is assumed 0, as I have no correct data for supercharger numbers for these quarters. There seem to be few inconsistencies in the rest of quarterly reports data. These are minor details that do not alter the congruent picture of growth.

Growth20142015.JPG


Revenue in millions - magenta line
Delivery numbers - gray line
No of employees - green bars
No of superchargers - blue line
 
Updated chart, includes Q1 2015 numbers

GrowthQuarters.JPG


Last year there was a drop in Q1 (no.5 on axis) in deliveries and revenue. This year Q1 (no. 9) there is a slight rise, I call that progress. Well done Tesla, thank you.
 
Update on Model S deliveries so far. I will dig out other growth metrics this weekend.

ModS deliveries.JPG


Total of 2,650 deliveries for 2012, link, and the quarterly delivery numbers are from quarterly reports, link.

Total deliveries of Model S, 2012 to q3 2015 is 89,904.


Total delivery numbers for 2015 so far are 33,157, without q4.

It seems that S vin numbers in production, likely to be delivered in NA soon are up to 109,396, link.

If my numbers are correct and S vin numbers are sequential, 2015 delivery target might be in a bag.