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Tesla Financial Results 2019 Q4

ir.tesla.com

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Re: Tesla Financial Results 2019 Q4

#11

Post by reaperducer »

new_realist wrote: post #8
dgritsko wrote: post #2

Model Y production ramp started in January, ahead of schedule. Deliveries expected to start before the end of Q1. Exciting stuff!

The Y will mostly cannibalize 3 sales, but will be good for a few quarters’ pop.

That Model A is going to cannibalize Model T sales, but it will be good for a few quarters' pop. Ford is doomed.

Re: Tesla Financial Results 2019 Q4

#13

Post by war1025 »

new_realist wrote: post #8
dgritsko wrote: post #2

Model Y production ramp started in January, ahead of schedule. Deliveries expected to start before the end of Q1. Exciting stuff!

The Y will mostly cannibalize 3 sales, but will be good for a few quarters’ pop.

I thought the Y was most similar to the X? Am I missing something?

Re: Tesla Financial Results 2019 Q4

#14

Post by aguyfromnb »

gamblor956 wrote: post #7
aguyfromnb wrote: post #4

Year-over-year revenue flat, year-over-year GAAP income down 25% on 20k more units delivered. Hard to understand...

More discounts, marketing expenses, and spending on the Chinese factory.

They guided for $2.5 billion in capex, and only spent $1.3 billion.

Re: Tesla Financial Results 2019 Q4

#17

Post by pkulak »

new_realist wrote: post #8
dgritsko wrote: post #2

Model Y production ramp started in January, ahead of schedule. Deliveries expected to start before the end of Q1. Exciting stuff!

The Y will mostly cannibalize 3 sales, but will be good for a few quarters’ pop.

If that was a bad thing, no auto manufacturer would have more than one model.

Re: Tesla Financial Results 2019 Q4

#19

Post by QuotedForTruth »

war1025 wrote: post #13
new_realist wrote: post #8

Earlier quoted context omitted.

The Y will mostly cannibalize 3 sales, but will be good for a few quarters’ pop.

I thought the Y was most similar to the X? Am I missing something?

Its pretty in between as far as size goes. But it shares many parts with the 3 and most importantly is much closer to the 3 on price. The 3 Dual Motor Long Range is about $48k and the Y is $50k. The X Dual Motor Long Range is $80k.

So if it will probably take some sales from both the 3 and X. But X sales aren't very significant compared to 3 sales anyway.

Re: Tesla Financial Results 2019 Q4

#20

Post by braythwayt »

reaperducer wrote: post #11
new_realist wrote: post #8

Earlier quoted context omitted.

The Y will mostly cannibalize 3 sales, but will be good for a few quarters’ pop.

That Model A is going to cannibalize Model T sales, but it will be good for a few quarters' pop. Ford is doomed.

iPad started cannibalizing Macbook sales ten years ago. Apple is doomed, we'll see them fail RealSoonNow™️.
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