very excited for @Tesla earnings this Weds, 10/22π€π
here's what i'm expecting π $TSLA
π Amazing financials. Record revenue ($27B) and strong profit ($3B EBIT)
π΅ Cashflow of ($2B FCF) with 50,000 more cars delivered than built
πUpdate on @Robotaxi rollout (no safety driver, new cities, usage stats). The more the better here. i'm guessing they'll be very tight lipped but im curious to get any gossip we can about the Robotaxi business. any clues as to how this is expanding / how will be disclosed in the financials would be fun
π Demand update after tax credit expiration. What's the impact of the new 'Standard' models, will sales climb over 500K/quarter level soon?
π Record quarter for energy deployments so likely revenue and gross profits too. What will gross margins be? What is growth trajectory here? This could be a needle mover on earnings growth in the next 12-18 months as Shanghai ramps up and Megablock comes online
π¦Ύ And of course last but most important ... @Tesla_Optimus. What's the progress with V3 ? Any updates on usage within the Tesla factory itself and when they think it will be ready for outside customers. They've been secretive about progress here recently this could be exciting.
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more cut next year
The ultimate juice is Q.E gets reactivated next year.