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Formerly TwitterTroy Teslike
TroyTeslike
Hi everybody. Here are my estimates vs. consensus for Tesla's earnings tomorrow.
Non-GAAP EPS for Q1 2024:
• $0.46 My Estimate
• $0.48 Analyst Consensus
Automotive gross margin excl. regulatory credits:
• 14.6% My Estimate (down from 17.2% in Q4 2023)
I was planning to post… pic.twitter.com/w7LyDJffsR
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Troy Teslike
TroyTeslike
Despite recent price cuts, Tesla is unlikely to avoid negative year-over-year growth for two consecutive quarters because it's difficult to match the 466,140 units delivered in Q2 last year.
It's rare for Tesla to report fewer deliveries in a quarter compared to the same quarter… pic.twitter.com/y84X0u8WY8
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Alex
alex_avoigt
Tasha Keene, Ark Invest "For a long time we've heard there is this demand problem with electric vehicles. To us that's a kind of crazy idea."
Tasha is one the best if not the best Analysts for Tesla and autonomous vehicles. $tsla pic.twitter.com/gN3JsIcjkX
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Tesla says new factories will need time to ramp up, posts record revenue
By Hyunjoo Jin & Subrat Patnaik