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2014 Q3 Earnings Report and Conference call discussion thread

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OK. A break down attempt.

Positive:
Q3 production met guidance
Gross margin maintained
Positive non-GAAP EPS
Future growth trajectory very positive:
- Selling and administration expenses up another 18% equals continued expansion.
- Gigafactory to produce actual cells in 2016!
- Expecting to exit 2015 at 2000/week run rate (that's something like 100k/year combined Model S+X going in to 2016!)

Negative:
Guidance for whole year 2014 down from 35k delivered to 33k delivered
Model X delayed to Q3 2015
Basically no ZEV income in Q4
 
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JTE why did you ask this twice?

This is a solid, no real surprises ER other than the fact that I think we were partially oversold on expectations of some catastrophic deliveries miss this quarter, which was silly. And, generally, investing in TSLA tomorrow became less risky tonight.


1) I'm a little confused going back and forth between the 2 threads and my stock platform.

2) I think I only asked about 2014 deliveries in the other thread. The rest is for Q3 specifically and why TSLA is up instead of down.
 
i love them: Doing so negatively affects the short term, but positively affects the long term. There are many other companies that do
not follow this philosophy that may be a more attractive home for investor capital. Tesla is not going to change.

I love how they say "sell off if you want, we don't care"

Agreed! Pure balls comment there.
 
Its a miss IMO. specially q4 delivery.

Now, I cannot take them by word on timing. The GF thing being early a bit may just be a relief note which has no value. We'll see in next few quarters.

Model X was speculated to be delayed including from Jonas. I don't like this earnings. Elon needs to beat his words. He somehow over-promises and under-delivers. Thank god thats the opposite when it comes to actual product.
 
Another point I would like someone to ask is this: What is taking so much to increase freaking production? Before, it was a battery availability issue. Now what? They need to somehow resolve these issues quickly.