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

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

That the Tesla referral program ends on April 30 indicates that Tesla has no demand problem. pic.twitter.com/JYgLEqWY8I

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