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Q1 2024 Earnings

BannedByTMC

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The market seems to like the missed numbers, up 9% at the moment, guess it was expecting worse.
Rob discussing the numbers

 

Cyber_Skerple

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didn't see the missed numbers before posting. but seeing the bump still has me oddly hopeful.
 
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BannedByTMC

BannedByTMC

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Happy to hear the acceleration of next gen vehicles separate from robotaxi. That's a huge positive in my eyes. 4680 production seems to be making some progress, basically they are only using them in the CT and can produce cells at a higher rate. CT is at 1K week production rate now. Not happy about the Semi which seems to be extremely delayed now.

The call and Rob's analysis.

 
 
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