Tesla financials

Tesla Model 3 — Cash Cow When Tesla Needs It Most

6 years ago Maarten Vinkhuyzen 0 Comments

As Liza Minnelli sung in Cabaret: “Money, Money, Money makes the world go around.” Tesla needs cash, lots of cash. There are many panicky stories of the cash squeeze Tesla is going to experience. Those stories are not only appearing on Seeking Alpha, even Moody’s is starting to believe and repeat them. That is a serious situation because the Moody’s investors service is supposed to know what it’s talking about. They are essentially saying: “We see risks, we see opportunities, but we don’t know whether there is solid ground in the near future. This uncertainty forces us to downgrade Tesla until we know more about the financial results and expectations.”

The Toyota Way (#CleanTechnica Occasional #BookClub)

6 years ago Matthew Klippenstein 0 Comments

With the Toyota Production System making a guest appearance on the latest Tesla quarterly conference call, this is as good time as any to review what TPS – often referred to as “lean manufacturing” or simply “lean” – actually is. And what better way to do so than to read The Toyota Way: 14 Management Principles from the World’s Greatest Manufacturer? The Toyota Way is one of the most influential books about this manufacturing approach — or system of approaches.

What’s Up With The $35,000 Tesla Model 3 Delay?

6 years ago Zachary Shahan 0 Comments

A few weeks ago, almost immediately after the quarterly Tesla conference call, emails went out to Tesla Model 3 reservation holders telling us that delivery timelines had changed. In particular, estimated delivery times for the shorter range $35,000 Model 3 were being pushed back — for everyone. Well, Tesla didn’t explicitly say they were being pushed back for everyone, but that’s what we gathered based on simple and straightforward logic.

Will Tesla Semi Bring In $20 Billion In Annual Revenue? $3-5 Billion In Profits?

6 years ago Zachary Shahan 0 Comments

In December, I was inspired enough by Tesla’s Semi specs and the flow of orders coming in for the trucks that I decided to crunch some numbers to try to estimate various revenue and gross margin possibilities for Tesla from its semi truck offerings. I wanted to start fairly conservative but within the realm of possibility. I ran some estimates for a very modest number of orders first, and then I got more aggressive.