But doesn't Tesla have financial advisors, engineers that calculate this kind of thing? Sure they're in growth mode but to repeatedly manufacture large quantities of a product more than what's being asked for especially only when payment is at the sale seems like it should raise some eyebrows in the finace department. Lamborghini has already sold out of 2023 and 2024 Hurrican allotments. Many were pre-paid in full or a significant chunk of the price was deposited. Example The Gallardo was the best selling Lamborghini of all time 15,000 plus units sold. Lamborghini is in growth mode but has no new vehicles sitting on the lot. A few months ago I wandered around Lamborghini of Scottsdale. Every single new Hurrican had "Sold" on the window none were awaiting a buyer.
Tesla Q2 Deliveries crushes estimates
- Thread starter JeffKeryk
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Absolutely Tesla has a team of advisors for everything. Forecasting is huge; the company who more accurately forecasts will win because they can minimize costs and manage business cycles. This is also where high margin products shine; if desired, sales price can be manipulated to smooth production vs delivery fluctuations. The market will reward companies that better manage the ups and downs.
I think you may be putting too much emphasis on the production vs delivery numbers. This really is a natural occurance in the buisness lifecycle.
Lambo and Tesla serve completely different markets. Lambos are build to order, not build to plan. You probably know they are going to electric now, both hybrid and full EV.
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Wow, sounds like Tesla is in big trouble, based on your assumptions and forecast.
Funny, the stock market, the group that deals with the future, seems to think otherwise.
Who knows who is correct?
I think he is too busy trying find his next wife, so he can get another one preggo and then another divorce.
Seems that he loves divorces and knocking bimbos up.
Zuck won the 1st round with his new Twitter.
8 more days for Tesla earnings.
I think Facebook is on the right track now that Meta seems to have cut back this virtual reality expenses. Facebook groups for all things in hobbies ect seem to be exploding along with advertising. Jsut another fish that got away when I looked at it last fall but I still think it has the capability for the stock to go crazy high... I might be a buyer if I can find the guts to take some profit from my holdings to buy it as I am fully invested or maybe put some more money into the account. I just got this feeling that maybe META is on the right track now as well as the door opened by Twitter and all the groups that are creating FB groups from all walks of life.
I think Facebook is on the right track now that Meta seems to have cut back this virtual reality expenses. Facebook groups for all things in hobbies ect seem to be exploding along with advertising. Jsut another fish that got away when I looked at it last fall but I still think it has the capability for the stock to go crazy high... I might be a buyer if I can find the guts to take some profit from my holdings to buy it as I am fully invested or maybe put some more money into the account. I just got this feeling that maybe META is on the right track now as well as the door opened by Twitter and all the groups that are creating FB groups from all walks of life.
Prior to retiring I was a Senior Buyer with Tesla. Writing purchase orders for hundreds of thousands of dollars to many millions of dollars for production equipment was a common task. I worked very closely with the Finance department as PO's worth millions of dollars typically had staged payment requirements tied to the progress of the manufacturing of the equipment with regards to the delivery date. I never had a supplier tell me that our credit was no good or ask me for non typical upfront payments. In fact just the fact that we were Tesla had considerable leverage when it came to negotiations. I never had much fear of the company's inability to meet their financial obligations. There was definitely a tightening of credit terms after the crash of 2008 where a lot of suppliers got burned but it wasn't much of an impediment to what I needed to accomplish day to day.
As far was Tesla having unsold vehicles at the end of each quarter ? It's 4-5 days worth and more of a method of accounting than anything else as Mr. Keryk has pointed out. Not a big deal for Tesla. More of a big deal for the Tesla and Elon haters.
Tesla is still anywhere from 3 to 5 years ahead of all other EV makers depending upon which analyst you read. They aren't standing still. The best and brightest engineers all want to work for wacky Elon. Not GM, Ford or Toyota. I wouldn't be too concerned about Tesla being out of business in the next decade.
As far was Tesla having unsold vehicles at the end of each quarter ? It's 4-5 days worth and more of a method of accounting than anything else as Mr. Keryk has pointed out. Not a big deal for Tesla. More of a big deal for the Tesla and Elon haters.
Tesla is still anywhere from 3 to 5 years ahead of all other EV makers depending upon which analyst you read. They aren't standing still. The best and brightest engineers all want to work for wacky Elon. Not GM, Ford or Toyota. I wouldn't be too concerned about Tesla being out of business in the next decade.
Alternately, lawsuits and fines from election interference Zuck admitted to on Rogan's podcast, and all the other evidence, could put Meta out of business and Zuck in prison. These are unlikely outcomes but what they did was illegal bigly.
I don't know what meta is, nor ever had a facebook account or stock.
That’s a good thing more room for Meta to grow!
Nothing will happen, would, could, should also applies to the people we elect but nothing will happen and includes one of the most powerful media companies the world has ever seen
Oh so meta is the new name for facebook.
My friends in the car business are still turning them away on trades, granted the trades of EV's are far and few.
At least the ownership over all of it whatever that VR headset thing they make that my kid plays games on. Facebook at least for now still says Facebook on it.
Overcapacity in the auto industry is nothing new and remains a significant challenge industry wide.
One man's excess capacity is another man's opportunity to buy at a bargain.
This will return as supply chains recover fully enough that low margin business from automakers makes more sense to suppliers.
It should also be remembered that industry-wide overcapacity does not equal overcapacity for any given maker.
Some sources report excess inventory of brand new EVs and if this is true then we should see significant discounting on these cars.
The market doesn't lie and dealers and manufacturers have no interest in financing unsold inventory indefinitely and there is obviously a market clearing price for these unsold units.
One indication of overcapacity might be Tesla's rental car deliveries. OTOH, this could just be a way for Tesla to allow people to try its cars and thereby find more buyers in the retail market.
One man's excess capacity is another man's opportunity to buy at a bargain.
This will return as supply chains recover fully enough that low margin business from automakers makes more sense to suppliers.
It should also be remembered that industry-wide overcapacity does not equal overcapacity for any given maker.
Some sources report excess inventory of brand new EVs and if this is true then we should see significant discounting on these cars.
The market doesn't lie and dealers and manufacturers have no interest in financing unsold inventory indefinitely and there is obviously a market clearing price for these unsold units.
One indication of overcapacity might be Tesla's rental car deliveries. OTOH, this could just be a way for Tesla to allow people to try its cars and thereby find more buyers in the retail market.
yeah....no.
If it so were so easy why did Audi just go to Xpeng in China for their software ?
Why is GM so late to market with a battery thats already behind the curve tech wise?
Why did Honda pair with GM instead of doing it on their own?
Why is VW cutting back ID lines globally and are there thousands of new unsold units on lots while other manufacturers products have a wait time?
No, Its just not easy to replicate or improve on. This is myth perpetuated by those behind the curve.
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It seems many wanna trivalize Tesla's technology; primarily non-owners. The data shows them to be mistaken. In fact, the tech gap bwtween Tesla and other makers appears to be widening. As you point out, VW punted and went to China for help.
The "it's easy" opinion is short sighted at best. It is not; tech is hard and getting more so. We need more programmers or we need China.
Tech is now and is the future. Its level of importance in our lives is only accelerating. Minimalize tech and you will be lost to history.
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