cvalue13
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Don't think I missed this being posted elsewhere, but even if so - in all the hubbub, on Jan. 2nd Tesla scheduled its '23Q4/YE Earning's Call for after market close on Wednesday, Jan. 24th.
Some potentially unique dynamics of this, this first earning's call after the Cybertruck "Delivery Event":
Others to add?
None of the above to say the "less likely" questions might not be discussed at all. Instead that whether they're discussed will come down to Tesla's desired/planned use of the platform - or whatever Musk decides to go-off script and talk about. But that's different from what Tesla may feel compelled to talk about only if asked, in context of an earning's call.
That said, in the investor deck itself and in the Q&A I don't see a way around some treatment of "how the CT ramp is going," and then the usual spate of questions around "how do you expect the ramp to go."
New to the call, may be the subject of indications of demand, how many invites converted to orders, etc. Unclear to me how much Tesla might say here, aside form a Musk tangent.
Finally, it's always possible Tesla uses the call as a platform to "announce" some material step (e.g., "starting next week we'll open configuration for normal retail units," or some such).
All of which is to say, this first earnings call - just 15 days away - should be an interesting one; certainly new for CT fans, in that for the first time there'll be more publicly disclosable look-back data and context.
Some potentially unique dynamics of this, this first earning's call after the Cybertruck "Delivery Event":
Others to add?
- In prior earning's call, they Cybertruck was not yet "delivered" or in fully play for all brands of investor questions, or Tesla's sense of obligation to answer certain forward-projecting questions. The field may be a little different this time, and with the Delivery Event being, by that point, 2 months earlier - I'd expect both (a) more CT questions than usual, and (b) possibly more info from Tesla than usual.
- In that vein, perhaps the biggest question/answer that Tesla would be more squarely expected to answer in the context of an earning's call:
- how many CT deliveries occurred during 2023:
- how many total CT hard orders (eg with non-refundable deposits) did you accept in '23?
- Similarly, but perhaps less likely to be answered (or need to be answered):
- how many were built by YE 2023. (From our VIN tracking thread, we have a pretty good handle on there having been ~352 built by YE (only 26 of those Cyberbeasts), but would be interesting to hear any comments from Tesla to this effect.)
- questions around the apparent asymmetry in builds between AWD and Beast
- From there on, other questions we're most interested in knowing likely become increasingly less ripe/likely for Tesla to answer in the context of an earning's call. For example, while I might not be surprised to see the following types of questions asked, I would be more surprised to see them answered at all or in a direct way:
- how many FS orders have you taken to date (of the call)
- what is the plan for total FS orders / beginning normal retail sales beyond FS
- etc.
None of the above to say the "less likely" questions might not be discussed at all. Instead that whether they're discussed will come down to Tesla's desired/planned use of the platform - or whatever Musk decides to go-off script and talk about. But that's different from what Tesla may feel compelled to talk about only if asked, in context of an earning's call.
That said, in the investor deck itself and in the Q&A I don't see a way around some treatment of "how the CT ramp is going," and then the usual spate of questions around "how do you expect the ramp to go."
New to the call, may be the subject of indications of demand, how many invites converted to orders, etc. Unclear to me how much Tesla might say here, aside form a Musk tangent.
Finally, it's always possible Tesla uses the call as a platform to "announce" some material step (e.g., "starting next week we'll open configuration for normal retail units," or some such).
All of which is to say, this first earnings call - just 15 days away - should be an interesting one; certainly new for CT fans, in that for the first time there'll be more publicly disclosable look-back data and context.
