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其他動態
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Re @naruto9tail CEO is programmatic. Not bound by its legacy.

via Twitter @Ray

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Re @cscarroll @elonmusk @TashaARK Starts with F 😂

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FSD / RobotaxiTesla / 特斯拉
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Re Replies overwhelmingly point to Ford as the FSD candidate. What’s the rationale behind it?

via Twitter @Ray

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via Twitter @Ray

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FSD / RobotaxiTesla / 特斯拉
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Which major automaker do you think it is that Elon referred to in discussion with Tesla regarding to licensing FSD?

via Twitter @Ray

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Re @Kristennetten Legend is back 😂

via Twitter @Ray

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via Twitter @Ray

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FSD / RobotaxiTesla / 特斯拉
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Elon - We will allow one time only FSD transfer for orders placed in Q3

submitted by /u/RealPokePOP [link][comments] via r/TeslaMotors - The original and largest Tesla community! (author: /u/RealPokePOP)

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submitted by /u/RealPokePOP
[link][comments]

via r/TeslaMotors - The original and largest Tesla community! (author: /u/RealPokePOP)

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FSD / RobotaxiTesla / 特斯拉
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FSD TRANSFER one time only this quarter! Q3

submitted by /u/highguy604 [link][comments] via r/TeslaMotors - The original and largest Tesla community! (author: /u/highguy604)

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submitted by /u/highguy604
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via r/TeslaMotors - The original and largest Tesla community! (author: /u/highguy604)

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Tesla / 特斯拉
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Q2 Shareholder Update → http://ir.tesla.com

Q2 Shareholder Update → http://ir.tesla.com配圖

— Highlights In Q2, we produced a record number of vehicles, thanks to ongoing ramps of our new factories & strong performance of Shanghai & Frem…

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—

Highlights

In Q2, we produced a record number of vehicles, thanks to ongoing ramps of our new factories & strong performance of Shanghai & Fremont!

Cybertruck equipment installation at Giga Texas is in progress, with… https://twitter.com/i/web/status/1681761075753017345 https://t.co/AueMBjxHDj

via Twitter @Tesla

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能源 / 電池Tesla / 特斯拉
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Tesla opened an average of 3.5 new Supercharger sites globally per day in Q2. https://t.co/DZjSWybSlr

Tesla opened an average of 3.5 new Supercharger sites globally per day in Q2. https://t.co/DZjSWybSlr配圖

via Twitter @Sawyer Merritt

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Tesla / 特斯拉
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Tesla Energy gross margin was 18.4% in Q2, up 67% vs Q1 2023.

Tesla Energy gross margin was 18.4% in Q2, up 67% vs Q1 2023.配圖

@teslaenergy is still being slept on. https://t.co/81PX6admm8 via Twitter @Sawyer Merritt

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@teslaenergy is still being slept on. https://t.co/81PX6admm8

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Tesla / 特斯拉
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Tesla opened 68 new stores/service centers globally in Q2, up 29% YoY. https://t.co/4slq9JJpNy

Tesla opened 68 new stores/service centers globally in Q2, up 29% YoY. https://t.co/4slq9JJpNy配圖

via Twitter @Sawyer Merritt

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Tesla / 特斯拉
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Re Twitter version: https://twitter.com/Tesla/status/1681684690980290560?s=20

Tesla: Q2 2023 Earnings Call https://twitter.com/i/broadcasts/1DXxyvvagknKM via Twitter @Sawyer Merritt

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Tesla: Q2 2023 Earnings Call https://twitter.com/i/broadcasts/1DXxyvvagknKM

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宏觀 / 市場Tesla / 特斯拉
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Tesla's Q2 earnings call starts in 30 minutes. Link: https://www.youtube.com/watch?v=eUEojntzzAk

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Tesla / 特斯拉
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Tesla now has a record $23.1 billion of cash on hand.

via Twitter @Sawyer Merritt

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via Twitter @Sawyer Merritt

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Since analysts mostly based their margin estimates on the already known delivery #, I was kind of leaning toward a possible upside surprise, primarily based on production efficiency and supply chain improvements, 2 critical elements not factored in by them.

Ray: @p_ferragu In your analysis. dd you factor in two critical elements: improvement of supply chain optimization & production efficiency increa…

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Ray: @p_ferragu In your analysis. dd you factor in two critical elements: improvement of supply chain optimization & production efficiency increase?

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Tesla / 特斯拉
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Tesla profits climb despite price cuts - CNN Business https://stocks.apple.com/AhwhFIVc6S5qNjgS4LAAjIw

via Twitter @Ray

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Re Full report here: https://stocks.apple.com/APVoxo_7ZR7Cz3bjvg_hwEQ

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Tesla / 特斯拉
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Re Revenue from Tesla's core automotive business rose 46% year-over-year to $21.27 billion, about a 6.5% increase sequentially. Its energy generation and storage revenue -- from solar installations, and backup batteries — rose 74% year-over-year to $1.51 billion. With more vehicles… https://twitter.com/i/web/status/1681763411015901184

via Twitter @Ray

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宏觀 / 市場Tesla / 特斯拉
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BREAKING: Tesla reported solid Q2 earnings:

Revenue: $24.93 billion. That may not compare with the $24.47 billion expected by Refinitiv. Earnings: 91 cents per share adjusted. That may not…

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Revenue: $24.93 billion. That may not compare with the $24.47 billion expected by Refinitiv.
Earnings: 91 cents per share adjusted. That may not compare with the 82 cents per share expected by Refinitiv.

Net income (GAAP) was $2.70… https://twitter.com/i/web/status/1681762931871195136

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Re @teshen8lin Lol

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Tesla / 特斯拉
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$TSLA 18.2% gross margin. I expected 11% - 16%. I am blown away with their financial performance including their $0.91 EPS. Just WOW!!!!!!!!!

via Twitter @Big Tesla

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宏觀 / 市場Tesla / 特斯拉
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Tesla earnings conclusion: Tesla's business is in great shape, energy is absolutely killing it, and first Cybertruck deliveries are confirmed to finally be just around the corner.

Tesla earnings conclusion: Tesla's business is in great shape, energy is absolutely killing it, and first Cybertruck deliveries are confirmed to finally be just around the corner.配圖

Solid report. https://t.co/iG7uk9h4ms via Twitter @Sawyer Merritt

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Solid report. https://t.co/iG7uk9h4ms

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Tesla / 特斯拉
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Tesla has released some awesome new Cybertruck photos, as well as a look into the truck's pilot production line at Giga Texas building release candidate units. https://t.co/IgyZ6eemcW

Tesla has released some awesome new Cybertruck photos, as well as a look into the truck's pilot production line at Giga Texas building release candidate units. https://t.co/IgyZ6eemcW配圖

via Twitter @Sawyer Merritt

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Tesla / 特斯拉
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Tesla: "We are now testing Cybertruck vehicles around the world for final certification and validation. This might be the most unique vehicle product in decades; with that comes trialing and testing new technologies. As far as we know, Cybertruck will be the first sub-19 ft.… https://twitter.com/i/web/status/1681758251359121409 https://t.co/bXcTmH9J9Y

Tesla: "We are now testing Cybertruck vehicles around the world for final certification and validation. This might be the most unique vehicle product in decades; with that comes trialing and testing new technologies. As far as we know, Cybertruck will be the first sub-19 ft.… https://twitter.com/i/web/status/1681758251359121409 https://t.co/bXcTmH9J9Y配圖

via Twitter @Sawyer Merritt

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Tesla / 特斯拉
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BREAKING: @Tesla Energy storage deployments increased by 222% YoY in Q2 to 3.7 GWh. https://t.co/JsWNAf22K5

BREAKING: @Tesla Energy storage deployments increased by 222% YoY in Q2 to 3.7 GWh. https://t.co/JsWNAf22K5配圖

via Twitter @Sawyer Merritt

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