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➤ Rob Maurer and Jim Cramer discuss Tesla's Q2 2021 earnings report and investor call ➤ Reaction to TSLA stock declining despite earnings beat ➤ Is Elon Musk underpromising? ➤ Bitcoin impact on Tesla ➤ Competition and industry / supply chain challenges ➤ Elon Musk's comments on Apple ➤ What's going on with Tesla solar? ➤ Tesla Gigafactory and battery progress ➤ What Wall St. is missing with TSLA's Q2 results Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Disclosure: Rob Maurer is long TSLA stock & derivatives
Rob Maurer of Tesla Daily joins me as we take a dive into Tesla's Q2 2021 earnings. Rob Maurer on Twitter: https://twitter.com/TeslaPodcast/ Tesla Daily YouTube channel: https://www.youtube.com/tesladaily Social
➤ Rob Maurer shares takeaways from Tesla's Q2-21 earnings report and earnings call. Earnings call recap starts at 20:36. YouTube link to report recap: https://youtu.be/5MEp3Ed_N2s YouTube link to earnings call recap: https://youtu.be/SXCFP7KY_wg Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Tesla Summary Executive producer Jeffrey Yu Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Tesla is reporting their Q2 2021 earnings on Monday July 26 and I share my estimates and the key areas I'm looking at. $TSLA. Social
For Q2, 2nd quarter ending June 30th, Tesla produced produced 206,421 vehicles and delivered 201,250 vehicles. Of those vehicles they produced 2,340 Model S/X and delivered 1,890 of them. Social
For Q2, 2nd quarter ending June 30th, Tesla produced produced 206,421 vehicles and delivered 201,250 vehicles. Of those vehicles they produced 2,340 Model S/X and delivered 1,890 of them. Social
I explain the math on why I think Tesla will likely book a significant impairment loss on their Bitcoin holdings for Q2 and what this means. Social
I explain the math on why I think Tesla will likely book a significant impairment loss on their Bitcoin holdings for Q2 and what this means. Social
➤ Cryptocurrency markets crashed 30% - 50% on Wednesday, and the sharp drop in bitcoin prices could impact Tesla’s Q2 earnings report ➤ Elon Musk tweets about diamond hands ➤ Giga Berlin receives preliminary approval on equipment installation ➤ Giga Texas castings spotted in large numbers ➤ Elon Musk responds to New Street Research report ➤ Wedbush comments on current market, TSLA outlook ➤ Cybertruck timeline discussion ➤ Stellantis announces change to dealership structure Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro 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
➤ Tech giants Apple, Amazon, Google, and Facebook report strong earnings lifting overall market including TSLA ➤ Panasonic discusses battery energy density, production line enhancements, and cobalt usage with Reuters ➤ Panasonic reports earnings and discusses Giga Nevada production ➤ Comparing Tesla’s second quarter results to other automakers earnings reports as they come in Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla has added a new product to their merchandise store: Tesla Short Shorts ➤ Elon Musk has joked about releasing the product for the last two years ➤ Does the timing and description of the new product give us incite into Tesla's Q2 earnings report, expected in late July? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Even with the shutdown to its plant in Fremont, California, the company ended its second quarter with strong production and delivery figures. Learn more about your ad choices. Visit megaphone.fm/adchoices
This week on the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy, including Tesla's Q2 delivery results, Tesla Autopilot rewrite update, Nikola Badger electric pickup, 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, but we are making an exception this week and doing the show on Thursday due to Independence Day this weekend. 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 announces Q2 deliveries: 90,650 electric cars — beating expectations Elon Musk says Tesla (TSLA) could break even in Q2 despite global pandemic Elon Musk is amazed how well Tesla executed in Q2 — possible profit? Elon Musk talks Tesla Autopilot rewrite, says ‘a lot of new functionality in 2-4 months’ Tesla increases Full Self-Driving price to $8,000 as promised House Democrats release net zero plan, including 100% EV sales by 2035 Nikola is taking $5,000 deposits for pickup truck renders made due to Tesla Cybertruck Porsche Taycan RWD makes China debut w/489km of NEDC range, uncertain if coming to US market Nissan to premiere electric Ariya crossover on July 15, taking on Tesla Model Y Lucid achieves Cd of .21, lowest aerodynamic drag coefficient of any luxury car 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/jnPdGG4fwOc
Show #821 Good morning, good afternoon and good evening wherever you are in the world, welcome to EV News Daily for Friday 26th June 2020. It’s Martyn Lee here and I go through every EV story so you don't have to. Thank you to MYEV.com for helping make this show, they’ve built the first marketplace specifically for Electric Vehicles. It’s a totally free marketplace that simplifies the buying and selling process, and help you learn about EVs along the way too. CALIFORNIA PUSH FOR ZERO-EMISSIONS HEAVY TRUCKS STARTS IN 2024 "The state of California is requiring all trucks to be zero-emission beginning in 2024, thanks to a new mandate from the California Air Resources Board. The regulation, which CARB calls the “first in the world,”is meant to be a step towards California meeting its long-term emissions goals." reports Engadget: "The rule would apply specifically to medium- and heavy-duty trucks weighing 8,500 pounds or more. Under the mandate, every new truck sold in California will be zero-emission by 2045, according to CARB. It further states that by 2035 the state will have an all zero-emission short-haul drayage fleet in ports and railyards, and that by 2040 there will be zero-emission “last-mile” delivery trucks and vans." https://www.engadget.com/california-push-for-zeroemissions-heavy-trucks-032143253.html FIRST EUROPEAN POLESTAR 2 CUSTOMER VEHICLES ARRIVE IN ZEEBRUGGE PORT The first shipment of Polestar 2 customer vehicles has arrived in Europe. The Belgian transport hub in Zeebrugge received the shipment which is awaited in anticipation by thousands of new Polestar owners. Vehicles for customers in Belgium, Germany, the Netherlands and the UK are following closely behind as delivery ramps up to meet customer demand. Deliveries to customers in Switzerland will take place later in 2020.n Sweden and Norway. Handovers are scheduled for August. The 300 kW all-wheel drive powertrain has a large 78 kWh battery pack that will enable a targeted range of 500 km (310 miles) and a dynamic drive. The car features a suite of driver aids, including the highly advanced Pilot Assist, helping to ensure that the high-performance drive is also a safe one. The panoramic roof keeps the cabin light and airy, while pixel headlights provide maximum illumination at all times. Norway - NOK 469,000 European Countries ~EUR 58,800 United Kingdom - £49,900 ENTRY-LEVEL KIA E-NIRO NOW ON SALE IN THE UK Up until now, the e-Niro has been available in a single, high specification model, but that now changes with an expansion of the line-up to include three feature rich versions named ‘2’, ‘3’ and ‘4+’. For the first time the 39kWh battery pack will be available to UK buyers. The battery is capable of travelling up to 180 miles on a single charge. Available on the ‘2’ specification, the newcomer is priced at just £29,595, after the Plug-in Car Grant has been deducted (£32,595 without). It joins a pair of high specification models in ‘3’ and ‘4+’ grades that feature the high-powered 64kWh battery pack. A driving range of more than 282 miles on a single charge is possible, with the ‘+’ moniker symbolising that it incorporates an AC 11kW three-phase charger as standard, the first time that it has been offered on the e-Niro. ‘2’ 39kWh £29,595 ‘3’ 64kWh £33,850 ‘4+’ 64kWh £36,145 NISSAN ARIYA TO BE UNVEILED ON JULY 15, 2020 "Nissan announced that the production version of its next-generation all-electric model, the Ariya, will be unveiled on July 15, 2020 in Yokohama, Japan. The Nissan Ariya Concept was shown at the 2019 Tokyo Motor Show, hinting at a new dual-motor all-wheel-drive platform for the entire Renault-Nissan-Mitsubishi Alliance." says InsideEVs: "For Nissan, it's a very important new model, which will be key to returning to the EV game, as the Nissan LEAF is no longer a top player these days." https://insideevs.com/news/430687/nissan-ariya-unveiling-july-15-2020/?utm_source=RSS&utm_medium=referral&utm_campaign=RSS-all-articles CADILLAC LYRIQ EV DEBUTS AUGUST 6 "We should’ve seen the Cadillac Lyriq by now. The automaker’s first fully-electric crossover was originally slated to debut on April 2 in Los Angeles, but coronavirus brought those plans to a screeching halt. Now – conveniently timed on the same day as Ford’s new F-150 debut – Cadillac wants us to know the Lyriq will arrive on August 6." according to Motor1: "It’s important to remind everyone that the Lyriq is technically a concept vehicle. Cadillac describes it as “not a concept but a precursor,” but the takeaway is the same. When the Lyriq finally breaks cover in August, it still won’t be the EV Cadillac you can buy in dealerships." https://www.motor1.com/news/430832/cadillac-lyriq-ev-crossover-debut-august/ VW TRADEMARKS 'E-SAMBA' IN EUROPE "We first saw the ID. Buzz concept a few years ago, and have since been eagerly awaiting a production version, which we expect in 2022. We don’t yet have an official name for that production vehicle, but the folks at VW ID Talk forum may have uncovered a clue. VW has filed for the “e-Samba” trademark with the European Union Intellectual Property Office."So the “e-Samba” trademark could be the name of the new electric van. Or — and this is what we’re hoping for — it could be the name of a variant of the upcoming vehicle, perhaps one with a ton of extra glass or some other features to help capture the spirit of the original. It’s also possible VW doesn’t have specific plans to use the name yet." https://www.autoblog.com/2020/06/25/volkswagen-e-samba-trademark-id-buzz/ BMW HAS INTERNAL PRESSURE TO BUILD ELECTRIC-ONLY PLATFORM "BMW is getting some internal pressure to build an electric-only platform and move away from the strategy to build cars with several different powertrain options on the same platform. In 2018, the German automaker unveiled its fifth-generation electric powertrain technology, which is first going to be used in the iX3 electric SUV. At that point, BMW hadn’t released a new all-electric vehicle in five years, and now two years later, the automaker has yet to bring another one to market." writes electrek: "However, we now learn that BMW is seeing a push internally to build a dedicated EV platform. Manfred Schoch, chairman of the BMW Group Works Council, told Der Spiegel that the German automaker needs its own electric-only platform. Autocar is reporting that a 3 series electric is being tested as well with release expected in the 2023ish time frame. Will it be too late to challenge the Model 3 at that point?" https://electrek.co/2020/06/26/bmw-internal-pressure-build-electric-only-platform/ TESLA SEMI JOINS DELIVERY TEAM "2Q 2020 is a challenging quarter for Tesla because the Fremont factory was temporary halted the production over a month due to the COVID-19. Nevertheless, seems like Tesla will show high rates that will surprise us because now Semi has joined the delivery team to bring vehicles from Fremont for the quarter-end push." says Tesmanian: "Twitter user @emanueIreyes posted photos demonstrating that Tesla electric trucks are loading up Tesla cars in Fremont. These impressive shots demonstrate that Semi is ready for full functionality. Despite the global crisis caused by the coronavirus pandemic, Tesla maintains stronger-than-expected supplies thanks to, among other things, the dynamics of the Chinese market, which began to recover rapidly after the first quarter." https://www.tesmanian.com/blogs/tesmanian-blog/tesla-semi-joins-delivery-team-to-bring-vehicles-from-fremont-for-the-quarter-end-push HOW MANY CARS WILL TESLA DELIVER IN Q2 2020? PREDICTIONS ARE LOOKING UP "with the quarter coming to a close, Tesla cancels people's U.S. deliveries if they live far away from the Fremont factory, and instead delivers the cars to local buyers. This speeds up the process and allows the automaker to sell more vehicles before the quarter ends. However, it also means that paid reservation holders on the east coast are now waiting longer for a car." says InsideEVs: "Wall Street is predicting a 25% year-over-year drop related to Tesla's Q2 2020 deliveries. Analysts are forecasting 60,000 to 70,000 copies moved. However, Electrek reported that sources are saying the automaker could shock the world with a much higher number. The publication goes so far as to say Tesla may even be able to come close to beating its previous Q2 record of 95,000 deliveries." https://insideevs.com/news/430969/tesla-record-delivieries-q2-2020-beat-wall-street/?utm_source=RSS&utm_medium=referral&utm_campaign=RSS-all-articles QUESTION OF THE WEEK How would you like to see Green Plates or Green Stickers used to incentivize EVs? I want to say a heartfelt thank you to the 231 patrons of this podcast whose generosity means I get to keep making this show, which aims to entertain and inform thousands of listeners every day about a brighter future. By no means do you have to check out Patreon but if it’s something you’ve been thinking about, by all means look at patreon.com/evnewsdaily [mention for Premium Partners] You can listen to all 820 previous episodes of this this for free, where you get your podcasts from, plus 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, I’ll catch you tomorrow and remember…there’s no such thing as a self-charging hybrid. 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Anthony Pompliano reads Elon Musk of Tesla's Q2 2019 Update Letter
On this week's show: - Tesla's Q2 shareholder letter; we get behind the numbers. Are things bleak for the company? - BMW's 330e is revealed http://bit.ly/2Yl9bly - Porsche's new Cayenne e-Hybrid http://bit.ly/2yFJ9dq - Ford's electric F150 pickup prototype http://bit.ly/2GLApXR - Charging news from Australian companies Tritium and Powertec; - Dieselgate fallout and Audi's deep involvement with emissions test cheating https://nyti.ms/2OFkKzH Thanks for tuning in! Please get in touch with any questions and comments, and please subscribe to ensure you don't miss next week's episode! If you enjoyed the content, please leave a review if you have time! It really helps the show's exposure. -- If you'd like to contribute to the running of the show, you can support the podcast on a monthly basis from as little as $1! Every cent will go into great EV content, and expanding the show to new audiences! Thank you for your support! https://www.patreon.com/evbriefpodcast Find EV Brief on your favourite podcasting network! iTunes Store: apple.co/2vFV3CS Stitcher: bit.ly/2VPVUQT Spotify: spoti.fi/2wa1XR6 Pocketcasts: bit.ly/2LUzutd Soundcloud: bit.ly/2QebZcV Google Podcasts: bit.ly/30x3Gxx TuneIn: bit.ly/2HEfupn
@TeslaCharts is one of the most well known Tesla skeptics on Twitter and in the $TSLAQ community. Today I speak to him about the Skabooshka drama, Tesla's Q2, why he thinks the world is mistaken in labeling Elon Musk a genius and much more. The QTR Podcast is a completely, 100% listener supported podcast that is always going to be free. The podcast is full time work, if you enjoy the content, please support the QTR Podcast in any, or all of the following ways: Please make a small recurring donation, which is gratefully accepted at: https://www.patreon.com/QTRResearch Join QTR's GoFundMe effort to stop social media censorship and turn the QTR podcast into a daily M-F show: https://www.gofundme.com/f/qtrpodcast One time donations can also be sent via:Bitcoin: 3G25NvNbGZsaDfoxTBzRFticKa4LDUeBpkVenmo: @chrisinphiladelphiaPaypal: christopher.d.irons@gmail.com THANK YOU TO ALL OF MY KIND PATRONS Please show love to those who support the QTR Podcast. Biggest Patron Donors The Trader's Path - no BS trading service - Twitter: @PLHStock RumorHound.ai - free 14 day trial - Twitter: @RumorHound Sang Lucci Trading - the 3LT playbook - also, the SL Master Course HeliBacon - shoot machine guns from helicopters in Texas Corvus Gold - http://www.corvusgold.com "Piggly Wiggly" Investors Underground - day trading community - Twitter: @investorslive Chris Boas Ken R Chris Bede - Twitter: @cbede Nicholas Parks Matthew Zimmer Russ Valenti - Twitter: @russellvalenti Longest Running Supporters Max Mulvihill - Since 2/2018 Kyle Thomas - Since 4/2018 Chris Bede - Since 5/2018 Dariusz Kordonski - Since 5/2018 Chris Gerrard - Since 5/2018 All podcast content is subject to this disclaimer. Chris is not an investment adviser. Listeners should always speak to their personal financial advisers.
This week on the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy, including all the news that came out of Tesla's Q2 2019 earnings, patents reveal Tesla's new manufacturing technology, Tesla makes a solar installation in 24 hours, 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 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 Q2 results: delivers bigger loss than expected but sitting on $5 billion Tesla confirms Model Y production progress at Fremont factory, on track for fall 2020 Tesla Model 3 is ‘outselling all of its gas-powered equivalents combined’ Tesla CTO and co-founder JB Straubel is leaving his exec role, moving to an advisory role Tesla releases first pictures inside Gigafactory 3, shows impressive progress Tesla says number one reason owners visit service is to learn how to use Autopilot Tesla plans path to massive production of battery cells, delays unveiling to next year Tesla Energy deploys a new record amount of energy storage, solar still down Tesla is closing in on a factory in Europe Tesla Energy deploys a new record amount of energy storage, solar still down Tesla reveals revolutionary new wiring architecture to help robots build upcoming cars like Model Y Tesla has a giant new machine to produce the Model Y frame in almost one piece Tesla reveals how it will use camera inside Model 3 to personalize in-car experience Tesla deploys first solar power system in 24 hours after ordering online Watch Ford F-150 all-electric pickup prototype tow over 1 million lbs of train carts Here’s the live stream for today’s episode starting at 4:00pm ET (or the video after 5:00pm ET):
This week on the Electrek Podcast, we discuss the most popular news in the world of sustainable transport and energy, including our exclusive look at the upcoming Tesla Model S and Model X interior refresh, all the news that came out of Tesla's Q2 earnings, Harley Davidson increasing its electrification effort, 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 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 is planning a big Model S/Model X interior refresh in Q3 2019 – full refresh in 2021 Exclusive first look at Tesla Model S and Model X interior refresh: going spartan like Model 3 Tesla (TSLA) releases Q2 results: record revenue of $4 billion Tesla gives Model 3 production update: fixed some bottlenecks, plans new capacity with new lines Tesla claims Model 3 outsold all other premium sedans combined in US in July Tesla claims to have ‘world’s most advanced computer for autonomous driving’ with Autopilot 3.0 update coming next year Here are the top 5 cars Tesla Model 3 buyers are trading in Tesla Energy is ‘battery cell starved’ but the growth outlook is ‘crazy’ Tesla plans to release Autopilot ‘On Ramp/Off Ramp’ feature in version 9.0 update next month Tesla tests new direct factory-to-customer delivery, Elon Musk personally delivers a Model 3 Tesla warns of theft risk through relay attacks, shares ‘tips’ to help prevent Tesla Model 3 spotted testing towing capacity Tesla adds Model 3 Performance to referral program, will limit free supercharging for orders after September 16th Harley Davidson announces plans for multiple electric motorcycles and even an electric bicycle Here’s the live stream for today’s episode starting at 4pm ET (or the video after 5pm ET): https://www.youtube.com/watch?v=M4JsgwRhgZE
We cover Tesla's Q2 2016 earnings call. The financials, the importance of profits vs. growth, how Tesla performed in terms of vehicle delivery and production, the increased pace of stores being opened, and new info on Model 3 and full autonomy.