Is Tesla a good company with good prices?
$Tesla(TSLA.US$ , its earnings for the fourth quarter of 2022, and see if it still meets the requirements.
I deviated sideways from insuring (1) an investment management company, (2) a healthcare company, (3) an entertainment company, and (4) 7 financial institutions; to test this theory.
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An American-multinational automotive and clean energy company
Established in July 2002 (20 years young company)
The founders are Martin Eberhard &; Mark Tappenning; not Mr. Musk
In February 2004, after an investment of 6.5 million dollars, Musk became Tesla's largest shareholder; when he slowly joined Tesla.
This is the money he received when Paypal was sold to eBay, and his board of directors at Paypal and eBay were replaced in the process.
The name of the company is a tribute to the inventor, Nikola Tesla. It's saddening, isn't it?
It was listed on the Nasdaq opening in June 2010 at $17.
In 2009, a year after Tesla's first electric sports car went on sale, both founders were pushed out of the company by Musk.
Let's say he copied & pasted the secret strategy he used on Paypal to the founder of Tesla.
Established in July 2002 (20 years young company)
The founders are Martin Eberhard &; Mark Tappenning; not Mr. Musk
In February 2004, after an investment of 6.5 million dollars, Musk became Tesla's largest shareholder; when he slowly joined Tesla.
This is the money he received when Paypal was sold to eBay, and his board of directors at Paypal and eBay were replaced in the process.
The name of the company is a tribute to the inventor, Nikola Tesla. It's saddening, isn't it?
It was listed on the Nasdaq opening in June 2010 at $17.
In 2009, a year after Tesla's first electric sports car went on sale, both founders were pushed out of the company by Musk.
Let's say he copied & pasted the secret strategy he used on Paypal to the founder of Tesla.
In 2022, the US market was hit by extreme volatility and the easing of pandemic restrictions — how did Tesla perform?
Current stock price <2022/1/26 The stock price fell 53.78%
Total revenue was $24.3 billion; that's +37% compared to Wall Street's $24.16 billion forecast, according to Luft.
Net revenue (GAAP) was $3.68 billion vs. $2.32 billion (Q4 2021); that is +58.62% (QoQ)
Earnings per share (GAAP) was $1.07 instead of $0.68 (fourth quarter of 2021); that was a +57.35% (QoQ).
Net revenue (GAAP) was $3.68 billion vs. $2.32 billion (Q4 2021); that is +58.62% (QoQ)
Earnings per share (GAAP) was $1.07 instead of $0.68 (fourth quarter of 2021); that was a +57.35% (QoQ).
Tesla Q4 2022 - Revenue Breakdown
If you look closely, you'll notice that it's not true that Tesla's electric car brought unemployment benefits.
It was an improvement in “energy production and storage” of up to 90%. Revenue increased month-on-month to $1.31 billion. However, the company's energy sector's revenue costs were very high, with $1.15 billion in the fourth quarter.
Next is “Services and More”. Vehicle repairs outside the warranty period, which include the costs listed below, amounted to $1.6 billion in the fourth quarter of 2022, among other items. Do you think this is a “good” sign for electric car owners??
It was an improvement in “energy production and storage” of up to 90%. Revenue increased month-on-month to $1.31 billion. However, the company's energy sector's revenue costs were very high, with $1.15 billion in the fourth quarter.
Next is “Services and More”. Vehicle repairs outside the warranty period, which include the costs listed below, amounted to $1.6 billion in the fourth quarter of 2022, among other items. Do you think this is a “good” sign for electric car owners??
Tesla Q4 2022 Earnings — Another Look at Revenue
As can be inferred from the bar chart above, is Tesla's electric vehicle growth rate stabilizing?
Be sure to keep that in mind, as we'll come back to this topic later.
Be sure to keep that in mind, as we'll come back to this topic later.
As an electric vehicle manufacturer, it is important to examine Tesla's electric vehicle production model.
The total delivery volume for the fourth quarter of 2022 was 405,278 electric vehicles.
Delivery volume is the closest figure to sales volume disclosed by Tesla. These numbers represent a record increase of +40% in delivery year over year for Tesla.
The fourth quarter of 2022 saw a drop in deliverables and Wall Street expected a short 427,000 electric vehicles. Prepared by FactSet on December 31, 2022.
The estimated range is between 409,000 and 433,000.
The total delivery volume for the fourth quarter of 2022 was 405,278 electric vehicles.
Delivery volume is the closest figure to sales volume disclosed by Tesla. These numbers represent a record increase of +40% in delivery year over year for Tesla.
The fourth quarter of 2022 saw a drop in deliverables and Wall Street expected a short 427,000 electric vehicles. Prepared by FactSet on December 31, 2022.
The estimated range is between 409,000 and 433,000.
Tesla Q4 2022 - Additional Information
As a major electric vehicle manufacturer, it is worth noting the gross profit margin of its vehicles. In the fourth quarter of 2022, this ratio was 25.9%, compared to 30.6% in the fourth quarter of 2021; that is -466 basis points (QoQ).
It's worth noting: this is the lowest chart looking backwards for the last 5 quarters.
Tesla's CEO talks about results for the fourth quarter of 2022:
It's worth noting: this is the lowest chart looking backwards for the last 5 quarters.
Tesla's CEO talks about results for the fourth quarter of 2022:
“Despite forced closures, very high interest rates, and many delivery challenges, 2022 has been an extremely challenging year.”
“So far in January, we've seen our strongest orders ever. We're currently seeing orders that are almost twice as fast as production, so I mean
“The price is really important,” he added, adding that many people “want to buy a Tesla but can't afford it,” and the price change “is really important to the average consumer.” Tesla CEO Elon Musk.
。
“So far in January, we've seen our strongest orders ever. We're currently seeing orders that are almost twice as fast as production, so I mean
“The price is really important,” he added, adding that many people “want to buy a Tesla but can't afford it,” and the price change “is really important to the average consumer.” Tesla CEO Elon Musk.
。
Tesla — is it both a good price and a good company?
Let's do an important autopsy.
Tesla's Model 3 & Model Y, which targets extreme price cuts recently, is positioned to benefit from the US “Inflation Reduction Act” (IRA) incentives for domestic production. Buy an all-electric vehicle in 2023.
Does this mean that Mr. Musk doesn't have confidence in the electric cars he makes?
Does the price reduction mean that the Model 3&Y is not worth its value based on the original “price tag”?
Does the price drop mean Musk is trying to avoid competition by keeping prices extremely low? Does this count as “dumping” in the deal?
As of this morning (January 31), its share price has risen to $166.66 per share. Are a lot of gamblers making short-term profits there?
Tesla's Model 3 & Model Y, which targets extreme price cuts recently, is positioned to benefit from the US “Inflation Reduction Act” (IRA) incentives for domestic production. Buy an all-electric vehicle in 2023.
Does this mean that Mr. Musk doesn't have confidence in the electric cars he makes?
Does the price reduction mean that the Model 3&Y is not worth its value based on the original “price tag”?
Does the price drop mean Musk is trying to avoid competition by keeping prices extremely low? Does this count as “dumping” in the deal?
As of this morning (January 31), its share price has risen to $166.66 per share. Are a lot of gamblers making short-term profits there?
Tesla — Vehicle gross profit margin of declining earnings for 5 consecutive quarters
What does the declining automotive gross margin over the past 5 quarters mean for investors?
Will this be a “continuously upgraded” gross margin of automobiles? Negative peak in 2023 “sharp drop in electric vehicle prices?
April 2023 should know the results Q1 2023 followed by the earnings report. Will it be too late by then?
Will this be a “continuously upgraded” gross margin of automobiles? Negative peak in 2023 “sharp drop in electric vehicle prices?
April 2023 should know the results Q1 2023 followed by the earnings report. Will it be too late by then?
Pictured above — Wall Street's January 25, 2023 news basically called Musk a “storyteller” (here we go again!) Countless times; created a smokescreen that misled the public about Tesla's prospects for 2023.
Is Musk preparing for Tesla stock to be sold off soon? Click here to read about this possibility... Never say never!
Is Musk preparing for Tesla stock to be sold off soon? Click here to read about this possibility... Never say never!
Tesla Analyst Assessment
On January 25, 2023, Ross Capital analyst Craig Owen gave Tesla a target price of $85a shares and a “hold” status. Its current price of $160.27 (as of January 26, 2023) is way overestimated.
Even Musk himself admitted on the earnings call for the fourth quarter of 2022 that Tesla's headwinds are expected to come from Chinese electric vehicle manufacturers.
In addition to giving airtime to rivals, most people are sure he is referring to the electric car manufacturer BYD (Warren Buffett also has a minority stake through Berkshire Hathaway).
In addition to giving airtime to rivals, most people are sure he is referring to the electric car manufacturer BYD (Warren Buffett also has a minority stake through Berkshire Hathaway).
Delivery of electric vehicles in China from January 2 to January 8, 2023
Just look at BYD's delivery in the first week of January 2023 (35,924) vs Tesla (2,110)
That's a cheer +17 times (or ++1, 702%) electric car compared to Slatans
That's a cheer +17 times (or ++1, 702%) electric car compared to Slatans
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