plof® schreef op 5 jun 2019 om 13:50:
Zinvolle bijdrage van een ander:
This is very easy to understand
Q3-2018 Deliveries = 83,500
Q3-2019 Automotive Revenues = 6.1 billion
Revenue per unit = $73.000
$300 million profit
Q4-2018 Deliveries = 90,700
Q4-2018 Automotive revenues = 6.3 Billion
Revenue per unit = $69.500
$140 million profit
Q1-2019 Deliveries = 63,000
Q1-2019 Automotive revenue = 3.7 Billion
Revenues per unit = $58,700
$700 Million loss
Tesla has a cost problem. It was was somewhat hidden because they sold very expensive cars in 2018.
When the product mix deteriorated in Q1 2019 they posted a massive loss.
Even if they can sell 90,000 units in Q2. They will not be profitable unless they cut costs or increase prices relative to Q1.