Home Electric Vehicle Tesla buyers wish to find out about these 5 issues in the course of the Q2 2023 Earnings Name

Tesla buyers wish to find out about these 5 issues in the course of the Q2 2023 Earnings Name

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Tesla buyers wish to find out about these 5 issues in the course of the Q2 2023 Earnings Name

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Tesla (NASDAQ: TSLA) is about to carry its Earnings Name for the second quarter of 2023 tomorrow, and buyers are hopeful to be taught particulars about Full Self-Driving licensing, Cybertruck pricing and configurations, Supercharger growth, and 4680 cell growth.

In response to the investor platform Say, Tesla shareholders are desperate to ask CEO Elon Musk and different executives of the electrical automaker about numerous issues that can have an effect on the corporate’s efficiency on Wall Road and the general outlook of the corporate for the remainder of 2023 and past.

Listed below are the 5 prime questions that retail buyers are hoping to realize extra data on throughout tomorrow’s name:

  1. Has any automaker approached Tesla to license FSD?
      • Musk lately stated that “Tesla aspires to be as useful as attainable to different automotive firms,” and indicated that he could be open to licensing Autopilot or Full Self-Driving to rival automakers. With Ford, GM, and others already growing their very own applications, Tesla would doubtless license Autopilot or FSD to a startup firm. Nevertheless, there may be at all times the potential that one firm adopting it could catalyze many others to make the identical alternative, simply because it did with Ford’s option to undertake NACS.
  2. Have you ever thought of permitting FSD transferability as a degree to permit present prospects to improve to a brand new Tesla as an alternative of being locked into present automobiles because of the value of FSD?
      • Tesla has not allowed the transferability of FSD to a brand new car, and we don’t anticipate this to occur anytime quickly. Musk has stated FSD’s present value is a discount in comparison with what it is going to be price when the suite is full. There’s an excessive amount of cash to be made by Tesla from individuals who need FSD on a number of autos, and buying and selling in your automotive will doubtless require you to purchase the suite once more.
  3. When will you give extra details about out Cybertruck orders? Estimated supply schedules, pricing, and specs?
      • We anticipate Tesla to disclose details about the Cybertruck throughout this Earnings Name, as the primary manufacturing models have already rolled off of traces based mostly on pictures shared by the corporate final weekend. It’s actually unlikely Tesla doesn’t inform prospects what they need to anticipate to pay earlier than the supply occasion.
  4. As you open the Supercharger Community in North America to different EVs, do you propose to speed up anticipatory investments in Supercharger growth to keep away from congestion and the way will you cope with lengthy lead occasions to improve electrical T&D providers to those areas for multi-megawatt masses?
      • Tesla has a significant job on its palms with the Supercharger Community being open to varied automotive firms. Battling congestion shall be fascinating, particularly as these firms are going to be sharing the identical 12,000 areas. Nevertheless, the corporate is opening a brand new website each 11 hours, which has improved from each 12 hours, on common, in June, and each 13 hours in Could.
  5. What’s the standing of the 4680 cell? How far are you from the specs you laid out on Battery Day? When do you anticipate to realize what you laid out on Battery Day?
      • Tesla has constructed 10 million cells in Texas, numerous others in Fremont, and the 4680 undertaking is clearly coming alongside at an inexpensive tempo. So far as how far the corporate is from reaching what it specified by 2020 at Battery Day, there isn’t any want to invest. It’s a matter of getting uncooked supplies and ramping manufacturing to some extent that Tesla is just not confined on the cells.

Tesla will report its Earnings tomorrow at market shut with the discharge of its Shareholder Deck. A name with Musk and different executives will comply with.

Disclosure: Joey Klender is a TSLA Shareholder.

I’d love to listen to from you! You probably have any feedback, issues, or questions, please e-mail me at joey@teslarati.com. You may also attain me on Twitter @KlenderJoey, or when you have information suggestions, you possibly can e-mail us at suggestions@teslarati.com.

Tesla buyers wish to find out about these 5 issues in the course of the Q2 2023 Earnings Name








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