Tesla Inc TSLA Earnings Release 테슬라 실적발표 요약

Tesla Inc TSLA Earnings Release 테슬라 실적발표 요약

Q1 of 24
Below EPS of $0.45 (expected $0.49)
Revenue below $21.3B (expected $22.27B)

Year-on-year comparison (GAAP)
- Total sales - 9% decrease
총매출 9프로 감소 ㅠㅠ

- Operating profit -56% lower
영업이익 56프로 감소 ㅠㅠ

- Operating margin 5%
영업마진 5프로... 진짜 이 부분만보면 최악중의 최악실적입니다 어떻게 이런일이...ㅠㅜ

그래도 나름 주가가 하락하면서 선반영된게 좀 호재이고
로보택시나 에너지사업의 빠른 성장이 눈에 보입니다
역시 믿을건... 지금은 FSD자율주행뿐

If you look at the highlights of finance
- With the launch of the automatic parking feature in North America, more FSDs have begun to be caught in sales in the service and elsewhere.
- Spending has increased with AI, battery improvements, and Cybertruck production lamps
- The cost of each car has been reduced
- Free cash flow turned negative due to AI investment and inventory growth

Let's not talk about too much. Let's look at it,
- Giga Texas' Model Y is the lowest cost ever produced by Giga Texas
- 1,000 Cybertrucks to be produced in a week in April
- Giga Shanghai production vehicles to be mainly supplied in the new market

The market share has decreased little by little across the region

Unfortunately, there are almost no mention of robo-taxi

The cumulative miles of FSD are not very surprising now, but I notice that we're starting to separately mark the accumulation of V12, and it's interesting to know that the distance is in the mid-30% range of the total accumulation.

Rather, the surge in Tesla's AI training capa is noticeable, and I think the number of GPUs per company that have been running recently is likely based on data from the middle of 23 years ago. It's almost seven times higher in less than a year

I wonder if energy is a golden egg. Sales are up just 7%, but gross profit is up 140%

And here's a page with references to new model(s). It looks like we'll make the most of our existing production line to reliably supply new models to start production in the second half of next year

Tesla Ecosystem Image to be used a lot in the future

Robotaxi app neck-up. I think it's possible to set the temperature and music in the vehicle in advance

A concept or a picture of the truth where you open all the parts and think about where you can reduce the cost. It's my personal favorite picture because it contains a story rather than a cool one