Home Electric Vehicle Tesla buyers need to find out about these 5 issues throughout the Q2 2023 Earnings Name

Tesla buyers need to find out about these 5 issues throughout the Q2 2023 Earnings Name

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Tesla buyers need to find out about these 5 issues throughout the Q2 2023 Earnings Name

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

In keeping with the investor platform Say, Tesla shareholders are desirous to ask CEO Elon Musk and different executives of the electrical automaker about numerous issues that may 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 not too long ago mentioned that “Tesla aspires to be as useful as attainable to different automobile firms,” and indicated that he could be open to licensing Autopilot or Full Self-Driving to rival automakers. With Ford, GM, and others already creating their very own packages, Tesla would possible license Autopilot or FSD to a startup firm. Nevertheless, there’s 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-about permitting FSD transferability as a degree to permit current prospects to improve to a brand new Tesla as an alternative of being locked into current automobiles as a result of worth 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 mentioned FSD’s present worth is a cut price in comparison with what it will likely be value when the suite is full. There may be 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 automobile will possible 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 count on 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 count on 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 enlargement to keep away from congestion and the way will you cope with lengthy lead occasions to improve electrical T&D companies to those areas for multi-megawatt hundreds?
      • Tesla has a serious job on its arms with the Supercharger Community being open to numerous automobile firms. Battling congestion can be fascinating, particularly as these firms are going to be sharing the identical 12,000 places. 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 Might.
  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 count on to realize what you laid out on Battery Day?
      • Tesla has constructed 10 million cells in Texas, numerous others in Fremont, and the 4680 challenge is clearly coming alongside at an affordable tempo. So far as how far the corporate is from reaching what it specified by 2020 at Battery Day, there is no such thing as a want to take a position. It’s a matter of getting uncooked supplies and ramping manufacturing to some extent that Tesla shouldn’t be 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! When you’ve got any feedback, issues, or questions, please e mail me at joey@teslarati.com. You may as well attain me on Twitter @KlenderJoey, or when you have information suggestions, you possibly can e mail us at suggestions@teslarati.com.

Tesla buyers need to find out about these 5 issues throughout the Q2 2023 Earnings Name








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