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➤ Jim Cramer & Rob Maurer join Katherine Ross to discuss Tesla stock's reaction to the company's Q1 earnings report and investor conference call ➤ How strong were Tesla's financials? ➤ Understanding Tesla's margins ➤ Tesla's stance on digital currencies ➤ Tesla's aspirations to outsell Toyota ➤ Elon Musk's missed promises ➤ What's going on with Tesla Solar? ➤ Supply chain impacts and chip shortages Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Today on AutoComplete, we talk about Tesla and how it performed in the first quarter of 2020, as well as some questionable statements made by Elon Musk.
➤ Analysts raise price targets on TSLA stock after Tesla's Q1 earnings report ➤ Tesla files its quarterly 10-Q report, shedding more light on the Q1 results ➤ Discussion on Tesla's deferred revenue and regulatory credit outlook ➤ David Einhorn tweets at Elon Musk again, questioning Tesla's financials ➤ Tesla cuts price of the Model 3 in China Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ TSLA earnings review, part one: https://youtu.be/y1QbMiui06g ➤ Top 5 takeaways from Tesla's Q1 earnings call with investors and analysts ➤ Elon Musk speaks out against shelter-in-place orders ➤ Topics include Tesla's production and demand, autonomous driving progress and business impact, Tesla's battery investor day, the next Gigafactory (Gigafactory Texas?), China's importance, the long-term outlook for Tesla's business, and more Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla reports a surprise GAAP profit in Q1 2020 despite a number of macro and seasonal challenges on the back of strong automotive gross margin ➤ Tesla puts annual guidance on hold, but does not remove the possibility of hitting it ➤ Breaking down the most important takeaways from Tesla's Q1 shareholder letter and financial results vs. Wall St.'s estimates ➤ Metrics covered: revenue, GAAP/Non-GAAP earnings, gross profit, total gross margin, automotive gross margin, regulatory credits, net income, GAAP/Non-GAAP earnings per share, made-in-China Model 3 gross margin, Model Y gross margin, and full-year delivery estimates ➤ Stay tuned for part 2 after Tesla's earnings report conference call Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
I discuss Tesla's Q1 earnings and when TSLA might qualify for inclusion into the S&P 500. Follow me on Twitter: https://twitter.com/heydave7 Follow me on Instagram: https://www.instagram.com/heydave7 Watch this video on what a 10x company is, https://www.youtube.com/watch?v=r9HtG-jJSTY Watch this video on how new tech goes mainstream, https://youtu.be/gVsFsydllNo Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768 Disclaimer: All content on this channel is for informational and educational purposes only and should not be construed as professional financial advice. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of information on this channel. Author is long TSLA at time of original video publish date. Tags: Tesla, TSLA, Elon Musk, Model 3, Model Y, Cybertruck, InvestingSubscribe to Dave Lee on Investing on Soundwise
In der 101. Folge des EV News Frühstück am Sonntag, präsentiere Ich Euch die wichtigsten News und Hintergründe der Elektromobilität, Nachhaltigkeit und erneuerbarer Energie. Macht Euch Kaffee oder Tee und/oder ein schönes Frühstück und werdet Teil dieser tollen Livesendung. Spendiert mir einen Kaffee, der neue Power bringt und mich bei meiner Mission die Welt etwas besser zu machen unterstützt. (Ohne Kosten und Abzüge) https://ko-fi.com/fa1rcoffee Diese Folge wird mit freundlicher Unterstützung von Audible realisiert. Schieße dein Probe-Abo ab und genieße ein erstklassiges Hörbuch: https://bit.ly/Fa1rAudible
This week on the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy, including Tesla's Q1 2020 delivery and production numbers, Tesla Autopilot navigating traffic lights, new Solar roof information, and more. The Electrek Podcast is me, Fred Lambert, editor-in-chief of Electrek, and Seth Weintraub, founder and publisher of Electrek and the 9to5 network, discussing all our top stories of the week while taking questions from our readers and highlighting the most insightful comments on the site. The show is back live every Friday at 4 p.m. ET on Electrek’s YouTube channel. As a reminder we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel to get your questions and comments in. After the show ends at around 5 p.m. ET, the video will be archived on YouTube and the audio on all your favorite podcast apps through our RSS feed: https://electrek.co/podcastRSS. Grab the quick link to Apple Podcasts here. We now have a Patreon if you want to help us to avoid more ads and invest more in our content. We have some awesome gifts for our Patreons, and more coming. Here are a few of the articles that we will discuss during the podcast today: Tesla beats delivery expectations with over 88,000 cars — ‘best first quarter ever’ Watch Tesla Autopilot automatically stop at red light for the first time Tesla self-driving traffic light and stop-sign interaction explained in leaked manual Tesla Model Y has a more powerful powertrain than Model 3, test shows First Tesla Model Y teardown: Here’s what we are learning Tesla Model Y teardown: wiring and body casting impress expert Tesla releases Dashcam Viewer software update, allows TeslaCam, Sentry Mode viewing in car First look at Tesla’s biggest solar roof installation yet — it’s massive First look at Tesla Solarglass Roof owner’s manual, Tesla Gateway, and more Tesla bids to deploy one of the biggest batteries in the world with 244 Megapacks in Hawaii Tesla reveals insane $172,000 Powerpack price and here’s why it makes sense Trump set to gut mileage standards, an attack on electric cars Toyota launches new electric car company with BYD Here’s the live stream for today’s episode starting at 4 p.m. ET (or the video after 5 p.m. ET): https://youtu.be/3s3Jx-uC380
PreMarket Prep is a live trading talk show that airs weekdays from 8-9 am ET on YouTube as well as http://premarket.benzinga.com/pre-market-show/ Check out our chat rooms to get your questions answered on the show! We pride ourselves on being the best source of premarket trading strategy, and we feature some of Wall Street’s best traders as guests. On today’s show, we discuss…. - Oil's massive move -Tesla's Q1 auto sales results - The fallout in LK Featured Guest: Jason Raznick, Founder of Benzinga Meet the Hosts: Dennis Dick Bio: http://www.premarketprep.com/author/premarketinfo/ Twitter: https://twitter.com/TripleDTrader Joel Elconin Bio: http://www.premarketprep.com/author/joelelconin/ Twitter: https://twitter.com/Spus Tune in to the show live or via podcast! iTunes: https://itunes.apple.com/us/podcast/benzinga-tv Soundcloud: https://soundcloud.com/bztv Stitcher: https://www.stitcher.com/podcast/benzinga-morning-show TuneIn: https://tunein.com/podcasts/Business--Economics/Benzinga-TV-p1006070/ Google Play: https://play.google.com/music/listen?u=0#/ps/Id2myc5nfdgd4pry47sjss2n2my Like the show? Keep up with all Benzinga news! Visit https://www.benzinga.com/ to subscribe to our newsletter Visit https://twitter.com/Benzinga to follow us on Twitter Visit https://www.facebook.com/Benzinga/ to like us on Facebook Be sure to check out https://pro.benzinga.com/. Benzinga’s real-time news platform with all the information you need to invest better today.
Tesla is expected to report Q1 2020 delivery and production numbers later this week. In today's episode, we go through the FactSet consensus estimates for Tesla's Q1 total deliveries as well as for Model 3, Model S, and Model X, and discuss how realistic these estimates are and how TSLA stock may react. I also provide my delivery and production estimates as well as the rationale behind them, and perhaps most importantly, the other wild cards I am watching for from this report. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
This week on the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy, including a look at Tesla's Q1 2019 earnings, a recap of Tesla's first Autonomy Day, the new Model S and Model X upgrades, and more. Support our show! The Electrek Podcast is me, Fred Lambert, editor-in-chief of Electrek, and Seth Weintraub, founder and publisher of Electrek and the 9to5 network, discussing all our top stories of the week while taking questions from our readers and highlighting the most insightful comments on the site. The show is live every Friday at 4pm ET on Electrek’s Youtube channel. As a reminder we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the Youtube channel to get your questions and comments in. After the show ends at around 5pm ET, the video will be archived on YouTube and the audio on all your favorite podcast apps through our RSS feed: https://electrek.co/podcastRSS. Grab the quick link to iTunes here. We now have a Patreon if you want to help us to avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming. Here are a few of the articles that we will discuss during the podcast today: Tesla (TSLA) releases Q1 results: net loss of $702 million, Model 3 margin at ~20% Tesla delays electric semi truck production to next year Tesla is going to launch a new insurance program next month, says Elon Musk Tesla promises to keep selling $35k Model 3, though claims few are ordering it Tesla is still deciding between California and Nevada for Model Y production Tesla Autonomy Event news hub Tesla unveils its new Full Self-Driving computer in detail: ‘objectively the best chip in the world’ NVIDIA disputes some of Tesla’s FSD computer claims, but they miss the main point Tesla releases new self-driving demo with new Autopilot graphics Tesla unveils ‘Robotaxi’ plan for self-driving ride-sharing network next year Tesla unveils car design without a steering wheel, coming within 2 years, says Elon Musk Tesla is working on new battery that lasts 1 million miles to come out next year, says Elon Musk Tesla releases new longer range Model S and Model X with drivetrain, suspension upgrades, & more Tesla battery supplier Panasonic is considering switching 18650 cell production to 2170 cells Tesla unlocks even more power (150 kW) out of existing Superchargers, expands rollout Tesla gives first look at new Roadster back seats and door system Ford invests $500 million in electric pickup startup Rivian, will make an EV together Here’s the live stream for today’s episode starting at 4:00pm ET (or the video after 5:00pm ET): https://www.youtube.com/watch?v=N8COKnXNH-E
In this episode Joe and Tim talk about delays for Starliner, how India made NASA angry, and updates from Tesla's Q1. --- Send in a voice message: https://anchor.fm/olfpod/message Support this podcast: https://anchor.fm/olfpod/support
Friday 4th May 2018. VW BATTERY ANNOUNCEMENT GOES UNDER THE RADAR There was another big auto event and it wasn’t Tesla’s Q1 results. It was VW’s AGM. Tesla has a market capitalisation of $48.2bn. Shortly after the Q1 results and a strange earning call you and I will get onto later, VW signed battery contracts. And let me put this out there. Every single article I read today talked about Tesla losing value due to Elon Musk’s attitude on the investor call. Let me throw something your way, which might not be the whole reason, but I haven’t seen it mentioned anywhere. Just after the Tesla announcement, VW Group said they have contracts on their battery supply and associated technology worth way more than previously announced. Worth DOUBLE previously announced. VW Group said they have contracts worth 40bn Euros, that’s $48bn. What did I just say Tesla was worth? That’s right, VW signed purchase contracts for just one part of their electric cars worth the whole of Tesla – autos and energy combined. My mind is a little blown. By 2025 VW will sell 3 million pure electric cars every single year, Chief Executive Officer Herbert Diess told investors Thursday at the annual shareholder meeting in Berlin. VW currently makes more cars in four days than Tesla does in a year and has enormous firepower. “By 2020 we will offer our customers more than 25 new electric models and more than 20 plug-in hybrids,” Diess said. “In just a few years’ time, then, across all brands and regions, we aim to put the world’s largest fleet of electric vehicles on the road.” KIA UNVEILS NIRO EV IN JEJU Kia Motors took us by surprise yesterday by unveiling the pure BEV version of its Niro crossover, at the fifth "Electric Vehicle Expo" on the resort island of Jeju. Korea’s second largest carmaker showed off its Niro alongside the Niro PHEV and the Soul EV. The Niro is interesting because many people went gaga for the Hyundai Kona earlier this year, particularly the long range version with a 64kWh LGChem pack, with thermal management, and although the price isn’t known it won’t be Tesla prices. And now it's sister company Kia to take the spotlight. The Niro has the same parts, so can do 380 kilometres on a single charge of the 64kWh pack or 240 km on the smaller 39.2 kWh battery. Also, for Kia prices you get front collision avoidance, lane keeping assist and highway driving assist systems. Last year Kia sold 23,647 Niro hybrids and plug-in hybrid models. Kia plans to begin selling the Niro EV in the domestic market sometime soon after July, having received more than 5,000 pre-orders for the Niro EVs in February. Both Hyundai and Kia models will be supply restricted for a long time. GO INSIDE THE RIMAC FACTORY FOR A CLOSER LOOK CNET has posted a video of the Rimac factory. They say: "The Rimac C Two promises to make 1,914 horsepower and 1,696 pound-feet of torque, which should propel the car to 60 miles per hour in 1.85 seconds. Rimac estimates that the C Two's top speed will be around 258 miles per hour. While the preproduction car debuted at Geneva this year, Rimac estimates that it will be over a year before they start getting delivered to customers." I'll post a link to CNET in the show notes. they say the video offers a look into the Rimac factory and "explains how a Croatian electric hypercar startup came to source the wheels for its 2,000 hp car from a relatively small bespoke wheel company in sunny Vista, California." The video is 6mins long and if you like close up super slo-motions, you’re in for a treat. FAREWELL FLUFFERBOT & EARNINGS CALL REACTION The Tesla earnings call was very entertaining for someone not invested in the company. Elon was tolerant at best of some of the questions, especially things he thought were dumb to ask. Some highlights… Supercharger V3 network - something along the lines of 200-250kW is ultimate for pack size and C rating. Elon is open to other car makers using the network, for a fee. Share Price - The company’s share price dropped 5% on Wednesday and slid further on Thursday, wiping more than $3.4bn off the value of the company Model Y production - set to start within 24 months, 2020 being later than a Reuters report suggested, and it won't be at Fremont. That new facility’s location hasn’t been decided yet. Semi - 2,000 reserved. They're not actively selling. Musk said they could build a 500mile truck today, and by the time it launches, they'll have 600miles cracked. Is that because all these road tests are showing the letting regen do it's work on a heavy truck is giving them more range? Or platooning? Or better battery tech we don't know about? One thing JB Straubel said, when it was pointed out Daimler said the Semi was against the laws of physics, he didn't feel Daimler understood exactly what Tesla could do with batteries. China - He also mentioned that a Gigafactory for China would also be announced soon. And every future Giga factory would have car production and battery production under one roof. Cells - Cells used in Model 3 are the highest energy density cells used in any electric vehicle. “We have achieved this by significantly reducing cobalt content per battery pack while increasing nickel content and still maintaining superior thermal stability.” He gave us an insight into why the robots had held up production of the Model 3, including a machine which was trying to automate the process of bonding some fluff on top of the battery pack to deaden the sound, which is turns out wasn’t needed anyway. And the machine couldn’t match it up in the right place, a machine Elon dubbed Flufferbot. Sadly, it had to go. In a moment of pure internet, a Flufferbot now has it’s own twitter account. And in a moment which reminded me of pure Steve Jobs, when he wanted Apple to be a private company which didn't answer to bozo analysts (although I think analysts are a fine bunch of folk) Elon let rip. He cut off one question and then, after another, took a 14 second pause and went to a young YouTuber who seems to have found his way onto the call by way of a campaign to ask one question for retail investors. Elon kept him on for TWELVE questions. So established media and analysts got upset because their exclusive club had been gate-crashed and they had a good moan online today. Bernstein: "Beneath the bizarre theatrics, however, we see Tesla's Q1 as in-line with expectations on most metrics, including revenues, gross margins, and free cash flow." Morgan Stanley: "Irrespective of the Tesla CEO's annoyance with the genre of questions he was receiving from the analyst community, we note that an important part of Tesla's success has been its relationship with the capital markets in funding its ambitious plans." JP Morgan: "We expect TSLA to fall today after CEO Elon Musk dismissed multiple analyst questions as 'dry' and 'boring' (including questions probing what we feel are key topics, such as profitability of the Model 3 and the company's capital requirements)." Piper Jaffray: " The unorthodox behaviour sparked an after-hours sell-off. We still recommend TSLA, but in the next few months especially, we would expect significant volatility." Baird: "Ignore the noise and focus on metrics. TSLA reported solid results and is successfully ramping Model 3 vehicle and battery production" Nomura: "No shareholder wants to see a CEO lose his patience over important, albeit mundane questions" Evercore ISI: ""'Wow' is the only way to describe the Tesla Q1 call which was unlike anything we have heard before." NEW SWEDISH CAR POLICIES EXPECTED TO BOOST ELECTRIC CAR MARKET SHARE IN SWEDEN Zachary at Clean Technica has picked up on a story about new tax in Sweden from July which will penalise gas and diesel, whilst plug ins get a boost. In the first three years of owning an ICE car based on CO2 emissions. Sweden has 6.1% of new vehicle registrations being plug ins, and previous 5 year exemption to vehicle tax is now completely removed and zero emission vehicles get a bonus up to 25% of the list price, which is up to $6,700, for something like a Nissan LEAF. Whereas buying a BMW i3 REX gets you $5,600 bonus. ENPHASE REPORTS ‘DECENT’ Q1 2018 EARNINGS AS CFO RESIGNS And the last story today, a bit of solar. First up Enphase, makers of micro-inverters. Which particularly interest me, I don't have solar at the moment and really want to start adding some. However I also want to cashflow it, and also want to build up with some on the garage roof before any on the house. So micro-inverters would be an interesting way to scale up if i get some solar this year. I like that each panel can generate grid-ready AC power. Their latest results were $70m of revenue in Q1 18 and their cash balance was almost double, largely due to private equity investment in the quarter. They shipped 611,000 micro inverters last year. The IQ7, their latest model now available in the US and UK, soon Germany and Austria. "Unlike the rest of its inverters, the IQ 8 platform is designed to support both grid-tied and off-grid applications, supported by the company’s Ensemble software" say GreenTechMedia. I’d love to spread the word about electric cars so, if you can, share this somebody who might be interested. You can listen to every previous episode of this podcast on iTunes, Google Play, Spotify, YouTube, TuneIn, Stitcher, and the blog https://www.evnewsdaily.com/ – remember to subscribe, which means you don’t have to think about downloading the show each day, plus you get it first and free and automatically. It would mean a lot if you could take 2mins to leave a quick review on whichever platform you download the podcast. And if you have an Amazon Echo, download our Alexa Skill, search for EV News Daily and add it as a flash briefing. Come and say hi on Facebook, LinkedIn or Twitter just search EV News Daily, have a wonderful day, and I'll catch you tomorrow. CONNECT WITH ME! evne.ws/itunes evne.ws/tunein evne.ws/googleplay evne.ws/stitcher evne.ws/youtube evne.ws/soundcloud evne.ws/blog