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Gross Margin Jumped from 26.7% in Q2 to 33.2% in Q3.
For reference, MRQ,
GM gross margin: 13.9%
Toyota: 23.6%
VW: 19.9%
Granted, those are not luxury auto makers, but Tesla is more profitable on a gross margin basis. That margin fuels everything from cash flow to R&D spending. 33% for an automaker is huge.
Earlier quoted context omitted.
Excellent! Thank you for pointing that out. "Profit" is a comical term, how can we measure the net savings for humanity-at-large from such endeavors?
I wouldn't exactly call it comical. It's just that it's a political term rather than a financial one. Deciding to take a profit this year is an important signifier for the investors, who all must have the same question in mind, how long is it going to take for their investment to pay off. As long as Musk decides to roll all revenues back into operations, investors get nothing. Musk has a reputation as someone who doe…
Don't investors get a higher-valued company (and thus higher share price)? At the end of the day, capital gains is capital gains, whether it's realized via dividends or share buybacks or not.
Earlier quoted context omitted.
The whole is greater than its parts. Tesla, to 'own' the ecosystem, needed to eventually offer what SolarCity has or there'd be a segment in their market they are catering to.
I totally understand the argument for the merger, I'm just saying that this announcement of one profitable quarter (because they sold the ZEV credits) doesn't change anything about that merger math.
The biggest news in this release is gross margin. Gross Margin Jumped from 26.7% in Q2 to 33.2% in Q3. For reference, MRQ, GM gross margin: 13.9% Toyota: 23.6% VW: 19.9% Granted, those are not luxury auto makers, but Tesla is more profitable on a gross margin basis. That margin fuels everything from cash flow to R&D spending. 33% for an automaker is huge.
Earlier quoted context omitted.
I'm not sure it does. All it shows is that Tesla, may at some point in the future be consistently profitable. It doesn't change anything about the prospects of SolarCity to be consistently profitable and if I were a Tesla owner that's what I'd want to see, getting more value than I put in.
The whole is greater than its parts. Tesla, to 'own' the ecosystem, needed to eventually offer what SolarCity has or there'd be a segment in their market they are catering to.
TSLA owning SCTY makes about as much sense as Toyota buying Exxon-Mobil, with a small helping of 'enormous conflict of interest.'
Can someone explain what this[0] means? It would seem that when you buy the car, you don't own it after all. [0] http://www.huffingtonpost.com/entry/tesla-self-driving-car-n...
Can someone explain what this[0] means? It would seem that when you buy the car, you don't own it after all. [0] http://www.huffingtonpost.com/entry/tesla-self-driving-car-n...
Really great news! But something that shouldn't be overlooked is the discounts they gave in Q3 to push deliveries up. First, those that know me know that I am a Tesla FANATIC. My girlfriend once challenged me to not talk about Tesla (motors, energy, something) for a 24 hour period. I dunno if I've ever done that honestly. I'm also an owner (no surprise given my fanaticism, lucky to be able to afford one). And I also…
> "I also happen to know a lot of the people who bought a heavily discounted Tesla in Q3 feel kind of burned that right at the beginning of Q4 Tesla announced the new Autopilot hardware (that isn't retrotfitable on old vehicles). " Wow I guess this is the best proof of how Tesla is really changing the way auto owners think, this is something that wasn't unthinkable before Tesla and their over the air updates. Can you…
Can someone explain what this[0] means? It would seem that when you buy the car, you don't own it after all. [0] http://www.huffingtonpost.com/entry/tesla-self-driving-car-n...
The biggest news in this release is gross margin. Gross Margin Jumped from 26.7% in Q2 to 33.2% in Q3. For reference, MRQ, GM gross margin: 13.9% Toyota: 23.6% VW: 19.9% Granted, those are not luxury auto makers, but Tesla is more profitable on a gross margin basis. That margin fuels everything from cash flow to R&D spending. 33% for an automaker is huge.