Vilka jävla siffror Tesla visar upp!!
28.8% vinstmarginal på bilarna, upp från 25.8 förra kvartalet.
Subventionerna minskade till $279m, från $354m förra kvartalet.
Vinsten är extra imponerande med tanke på att ASP "average selling price" minskade med 6%
Hoppas inte att det fortfarande finns folk som tror att Tesla inte är lönsam utan subventioner.
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Perhaps more impressively, this level of profitability was achieved while our ASP2 decreased by 6% YoY in Q3 due to continued mix shift towards lower-priced vehicles. Our operating margin reached an all-time high as we continue to reduce cost at a higher rate than declines in ASP.
Allt annat var ganska förväntat. Det enda negativa jag såg var att Tesla Energy inte ökat så mycket från förra kvartalet, men fortfarande +71% YoY
Detta kommer snart ändras:
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Energy storage deployments increased by 71% YoY in Q3, mainly driven by strong Megapack deployments. We recently announced our new Megapack factory with a capacity of 40 GWh, which compares to total Megapack deployments of 3 GWh in the last 12 months. We are very excited about the broader potential of this product.
Lite andra highlights:
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We plan to grow our manufacturing capacity as quickly as possible. Over a multi-year horizon, we expect to achieve 50% average annual growth in vehicle deliveries. The rate of growth will depend on our equipment capacity, operational efficiency and the capacity and stability of the supply chain.
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We have sufficient liquidity to fund our product roadmap, long-term capacity expansion plans and other expenses.
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We expect our operating margin will continue to grow over time, continuing to reach industry-leading levels with capacity expansion and localization plans underway.
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We continue to target our first Model Y production builds in Berlin and Austin before the end of the year. The pace of the respective production ramps will be influenced by the successful introduction of many new product and manufacturing technologies in new locations, ongoing supply-chain related challenges and regional permitting. We are making progress on the industrialization of Cybertruck, which is currently planned for Austin production subsequent to Model Y.
Länk till rapporten:
https://tesla-cdn.thron.com/static/T...-Update.pdf%22
