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Tesla Q3 Financial Results

ir.tesla.com

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Re: Tesla Q3 Financial Results

#291

Post by nickik »

Tade0 wrote: post #272
nickik wrote: post #271

Earlier quoted context omitted.

The competition also can not simply produce millions of EVs. The economic problems are very real. In fact one of the reason they are not pushing it as much as they could, is because EV don't make profit for them.

Actually it's more of a supply chain issue. The production of cars like the Hyundai Kona EV or Jaguar i-Pace was seriously constrained by the lack of proper li-ion battery manufacturing capability.

That's my point, you can just pull a whole supply chain from nothing.

Re: Tesla Q3 Financial Results

#292

Post by zaroth »

grecy wrote: post #288
zaroth wrote: post #218

Earlier quoted context omitted.

Model 3 is not tiny, but it’s IMO as small as you would ever want a car that travels highway speeds for safety reasons. I doubt Tesla will ever make a tiny 2-seater but I guess if the market is there they will follow it! BMW 1: 173” x 69” Model 3: 184” x 72.8”

It's amazing how different parts of the world see that. I was going over the sizes of the S and 3 with my Dad in Australia, and it turns out the 3 is the same size as the most recent Ford Falcon, one of the biggest Sedans in Australia! The 3 is NOT small in every country in the world except America.

It appears that the Ford Falcon is 199" in length -- 15" longer than a Model 3.

Note that interior cabin cubic feet and total storage cubic feet will tend to be significantly higher in an EV for the same exterior footprint.

Re: Tesla Q3 Financial Results

#293

Post by btilly »

dependsontheq wrote: post #246
btilly wrote: post #97

Earlier quoted context omitted.

I have been aware for about 20 years that on technology trends, all the car companies will release electric cars somewhere near 2020. And that once they do the agenda of manufacturers and car dealers will be at odds. Manufacturers will want to sell electric because that is the future, and car dealers will want to push gas cars to capture the future maintenance revenue. With the result that manufacturers will find tha…

Most OEMs know that and redefined their dealer relationships in the last years https://www.cbtnews.com/what-does-vws-new-european-dealer-ag...

That helps in Europe, but not in the USA where laws regulate the manufacturer/dealer relationship.

Tesla was very careful to not have dealerships, and fought several legal battles over the issue. But the traditional manufacturers have no such choice.

Re: Tesla Q3 Financial Results

#294

Post by AnthonyMouse »

xkjkls wrote: post #285
AnthonyMouse wrote: post #247

Earlier quoted context omitted.

It's not really that surprising. The growth expectations are taking into account that there are still several new markets to enter (Model Y, pickup, semi, etc.) and that continued reductions in manufacturing costs should allow lower prices which lead to higher sales volumes. But last year there were more tax credits, which front-loaded a lot of sales into a year ago, and they haven't released a new model this year. S…

People seem to act like the Model Y will just be an entirely additive thing to Tesla sales. How many Model 3's will be cannibalized by Tesla announcing a cheaper crossover? The demand for each of their vehicles is very interrelated, as seen by what the Model 3 has done to S/X sales in every country it has entered. What I see with the revenue decline, and if you look at sales patterns by the countries they have entere…

Having the Model 3 take sales from Model S or X wasn't great because it costs less. The Model Y is priced above the Model 3. People buying it instead would only increase their revenue.

Re: Tesla Q3 Financial Results

#295

Post by xkjkls »

AnthonyMouse wrote: post #294
xkjkls wrote: post #285

Earlier quoted context omitted.

People seem to act like the Model Y will just be an entirely additive thing to Tesla sales. How many Model 3's will be cannibalized by Tesla announcing a cheaper crossover? The demand for each of their vehicles is very interrelated, as seen by what the Model 3 has done to S/X sales in every country it has entered. What I see with the revenue decline, and if you look at sales patterns by the countries they have entere…

Having the Model 3 take sales from Model S or X wasn't great because it costs less. The Model Y is priced above the Model 3. People buying it instead would only increase their revenue.

Yes, but how many Model 3s will they sell when they start selling Model Ys? If they're selling 300,000 Model 3s a year, I would expect that number to decrease when the Y is released.

Re: Tesla Q3 Financial Results

#296

Post by AnthonyMouse »

xkjkls wrote: post #295
AnthonyMouse wrote: post #294

Earlier quoted context omitted.

Having the Model 3 take sales from Model S or X wasn't great because it costs less. The Model Y is priced above the Model 3. People buying it instead would only increase their revenue.

Yes, but how many Model 3s will they sell when they start selling Model Ys? If they're selling 300,000 Model 3s a year, I would expect that number to decrease when the Y is released.

Suppose they don't compete with each other at all, so they continue to sell 300,000 Model 3s and then sell 200,000 Model Ys. Suppose they do, so in that case they drop to 200,000 Model 3s but sell 300,000 Model Ys. Isn't the second case better for them, since they get more for the Model Y than the Model 3?

Re: Tesla Q3 Financial Results

#297

Post by rasz »

clouddrover wrote: post #224
dd36 wrote: post #198

Earlier quoted context omitted.

Style is subjective. Everywhere else it under performs a Model S and costs twice as much.

> Everywhere else it under performs a Model S That isn't the practical reality: https://www.thedrive.com/news/30467/watch-a-porsche-taycan-t... https://www.thedrive.com/news/29946/porsche-taycan-laps-brok... A Nissan Leaf can also hunt down the Model S on track: https://insideevs.com/news/359903/video-nissan-leaf-beats-te...

According to their "tests" P100D did 0-100 in 2.87 seconds, slower than ordinary users in random YT clips with 5 adults in the car.

Re: Tesla Q3 Financial Results

#298

Post by clouddrover »

rasz wrote: post #297
clouddrover wrote: post #224

Earlier quoted context omitted.

> Everywhere else it under performs a Model S That isn't the practical reality: https://www.thedrive.com/news/30467/watch-a-porsche-taycan-t... https://www.thedrive.com/news/29946/porsche-taycan-laps-brok... A Nissan Leaf can also hunt down the Model S on track: https://insideevs.com/news/359903/video-nissan-leaf-beats-te...

According to their "tests" P100D did 0-100 in 2.87 seconds, slower than ordinary users in random YT clips with 5 adults in the car .

It must be a conspiracy. Here's another conspiracy:

https://www.carscoops.com/2019/10/teslas-smart-summon-doesnt...

Re: Tesla Q3 Financial Results

#299

Post by lutorm »

xkjkls wrote: post #236
andrewbinstock wrote: post #139

Earlier quoted context omitted.

>Every piece of market news that says "market change X, because incident Y" is pure speculation since there is no way to establish Y as the cause. This is not correct. There are many market news items that can be directly attributed to another event. Boeing's numbers this week are directly attributable to the Max fiasco. The company and analysts agree on this. Why would you assert that it's "pure speculation."

I mean, he's right that correlation =/= causation, but you're definitely right that there's a lot of times the link between the two are pretty obvious

Fair, if it's a specific stock and a specific event affecting that company, I don't have so much of a quibble with that (although it could still well be that 0.2 of that selloff is because of the event and the remaining 0.8 is because the first 0.2 sold.)

I'm more thinking of the "Markets are down 1% today because of uncertainty associated with the China trade"-style reports.

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