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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
bkp_duke
Well-Known Member
FCF is +$700m if you then back out foreign exchange headwind.
Elon: Higher volumes, lower margins - hoping for extra margin from FSD in future.
bkp_duke
Well-Known Member
Q3 - likely Q for "big delivery event" for CT.
Typical S-curve for deliveries on the CT, expect it to be slow at first.
Typical S-curve for deliveries on the CT, expect it to be slow at first.
Knightshade
Well-Known Member
yeah if you're in the "FSD is in the bag" camp you'll love this.... Wall St. is gonna hear "We've decided to permanently lower vehicle margins to drive volume and hope to make it up with a thing that doesn't exist yet" and hate it.
Yeah, I'm not a fan of that line of reasoning. I'd like to hear a strategy to achieve higher margins indepenent of FSD, meaning sooner.
The big thing I’ve been waiting for.
Musk said Cybertruck launch event likely in Q3. Customer deliveries usually lag the launch event by 1 month.
First customers should be driving around in Cybertrucks by October.Maybe as soon as August.
EDIT: later in the call Musk said “around the end of Q3” so customer deliveries is likely October -> November. Not a huge surprise. Nice to see this confirmed though.
Musk said Cybertruck launch event likely in Q3. Customer deliveries usually lag the launch event by 1 month.
First customers should be driving around in Cybertrucks by October.
EDIT: later in the call Musk said “around the end of Q3” so customer deliveries is likely October -> November. Not a huge surprise. Nice to see this confirmed though.
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Knightshade
Well-Known Member
Interesting Elon just clarified when he said energy>auto he meant by gwh, not by revenue.... and Zach says they'll likely be adding storage to P&D report, and that they're aiming for margins comparable to auto.
So the OMG ENERGY GONNA BE 50% MARGIN folks might wanna calm down
So the OMG ENERGY GONNA BE 50% MARGIN folks might wanna calm down
I agree with you in terms of my hopes as an Investor seeking future returns.
But I like it in “The mission” terms of wanting to see as many Teslas on the road as quickly as possible.
And I love it in terms of a consumer and being able to get future vehicle purchasers cheaper (or choosing higher trim options for same price as the entry level trims used to cost)
Aspiration for mid 20%’s margin for energy business.
bkp_duke
Well-Known Member
4680 COGS down 25% QoQ
4680 TX 50% increase QoQ volume, 12% yield increase
4680 Kato 20% increase QoQ peak rate, 20% yield increase
Remain on track to hit all targets on timeline presented on Battery Day
4680 TX 50% increase QoQ volume, 12% yield increase
4680 Kato 20% increase QoQ peak rate, 20% yield increase
Remain on track to hit all targets on timeline presented on Battery Day
Zach on auto margins: Difficult to make a projection
More cost reduction to come as Berlin, Austin & 4680 ramp. Can’t control outside costs like commodity costs - which were at maximum pain levels in Q1
More cost reduction to come as Berlin, Austin & 4680 ramp. Can’t control outside costs like commodity costs - which were at maximum pain levels in Q1
I actually laughed out loud: Elon has been saying "Energy is gonna be bigger than auto from 2016" at least...
and all the time he was thinking GWh and not $$$
We've been trolled for 7 years (but still love it, GWh is good enough).
Knightshade
Well-Known Member
Xepa777
Member
Margins will return when autonomy is achieved? See you all in 2026 lol.
And drew said 4680 ramp will be ready to support volume cybertruck production “next year”
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