Since home storage will be unveiled in the next few months and begin roll-out this summer, I thought it would be good to have a thread where we can discuss the potential implication of this.
At the moment it is basically one big unknown, but I'm sure with the combined wisdom of this forum we can manage to at least get some clarity and figure out to some extent what we are dealing withe here.
Questions to be answered include:
-How many units will be delivered?
-What are the economics for Tesla (margins, revenue)?
-What are the economics for the buyer (price, savings from peak shaving)
-Any surprises? Home supercharging and some kind of SolarCity deal have been suggested.
Ultimately it will be interesting to see if this can go some way toward remaining cash flow positive and financing future capex in the near term and contribute substantially to revenue / replace ZEV revenue in the medium term.
At the moment it is basically one big unknown, but I'm sure with the combined wisdom of this forum we can manage to at least get some clarity and figure out to some extent what we are dealing withe here.
Questions to be answered include:
-How many units will be delivered?
-What are the economics for Tesla (margins, revenue)?
-What are the economics for the buyer (price, savings from peak shaving)
-Any surprises? Home supercharging and some kind of SolarCity deal have been suggested.
Ultimately it will be interesting to see if this can go some way toward remaining cash flow positive and financing future capex in the near term and contribute substantially to revenue / replace ZEV revenue in the medium term.