Aside from the MX launch, I think the most significant thing coming out of the ER will be sales guidance for the remainder of the year. In order to meet the existing guidance of 55,000, they're going to need to deliver about 13,000 in Q3 and 20,500 in Q4. My own expectations are 10,500 and 16,500. So how will they guide?
My prediction: 11,000 in Q3 and 52,000 for the year.
Anyone else care to post a guess?
"Tesla is building charging stations using photovoltaic cells"
Where is this happening? What percentage of SC's have solar canopies? Of those that do, what percentage of their energy is coming from said panels?
"I forecasted in January Tesla would lose something like $600 Million in 2015."
That sounds like a very good estimate. My spreadsheet currently shows about $700M. I'm assuming a strong rollout of MX in Q4 and about the same ZEV sales as last year. Of course I'm talking GAAP numbers. Non-GAAP adjustments could bring the losses down closer to $200M. What were the analysts' estimates again?
OK then to round out the conversation - if we're comparing July sales to June, Norwegian sales are down 60%. Maybe a better perspective for judging sales is to look at July versus the average of the first 6 months. In that case, Norwegian sales are down 50%. And NA sales are down 17%.
And I fully agree that because of quarterly delivery oscillations, you can really only judge sales over a 3-month period. I use a 3-month rolling average in my own plots.
In Norway, Tesla sold 222 cars in July. That's up 95% from last July. And it keeps them solidly in 13th place among nameplates in the country.
You could have a height-adjustable roof rack that would automatically raise to allow falcon wing operation. It amazes me that so many haters continue to think inside the box.
Too funny - I can't make this stuff up. I hope it doesn't apply enough "breaking" force to break off the rear suspension. From the article: "The emergency breaking system can also alert the driver to a potential danger ahead with no active brake intervention or apply minimal breaking force."
Only dinosaur companies are dumb enough to put solar panels on their factories.
I hope the Tesla auto-pilot uses turn signals. Last week, I followed a MS for about 2 miles during which time he made darting lane changes about 6 times. Never once did I see a turn signal, but plenty of brake light taps.
I think the adjustable air suspension would be a tremendous advantage on those old logging roads. You need all the ground clearance you can get. I wonder what tire options Tesla will offer?
You're making the discussion way too difficult. In the US, the one who's responsible is the one with the deepest pockets.
Beauty is in the eye of the beholder, but I can tell you this. If I showed up at the hunt camp in Temagami driving one of these rugged SUV's, the guys would be absolutely stunned.