2022 Q1 Earnings Call Notes

2022 Q1 Earnings Call Notes

Comments 0 Comment

I spent sometime listening to the 2022 Q1 Tesla earnings call and have created raw some notes which I have included below for your reference. Enjoy! Opening remarks from Zach Kirkhorn Per unit vehicle costs increased due to inflation, raw material costs, and supply chain constraints Slight shift towards more profitable vehicles like the Model Y Energy business continues to be impacted by macro conditions more than vehicle business (chip constraints) Achieved record operating margin over 19% amidst construction of…

Read More Read More

tesLAX Bill of Materials

tesLAX Bill of Materials

Comments 0 Comment

Intro Thanks to TeslaOwnersOnline.com, I became aware of the CANserver project started by Josh Wardell which created a device that allows you to connect to a vehicle’s CAN network. Once connected, you then have the ability to transmit live data to a microDisplay or app as well as log messages to an SD card. What makes this project special is that both the hardware & software were built from the ground up to deliver an upgradeable yet feature rich solution…

Read More Read More

2021 Q4 Tesla Earnings Call Notes

2021 Q4 Tesla Earnings Call Notes

Comments 0 Comment

I spent sometime listening to today’s earning call and have created raw some notes which I have included below for your reference. Enjoy! Opening remarks from Elon Above 50% growth expected in 2022 Overtime Tesla believes FSD to be most profitable offering from Tesla Elon still believes they will achieve FSD at a level safer than a human being by end of 2022 Value of vehicles expected to dramatically rise more than any other product in history thanks to FSD…

Read More Read More

Tesla Full Self Driving (FSD) Beta Secured

Tesla Full Self Driving (FSD) Beta Secured

Comments 0 Comment

Intro On October 11th, 2021, 1000 US-based Tesla owners including myself were granted access to Tesla’s Full Self Driving (FSD) Beta. This group of Tesla owners were selected based on their Tesla Safety Score (had to initially be 100) which was calculated based on the following safety factors: If you would like to learn more, Tesla published a great read up on how each of these safety factors are computed here. If you are a Tesla owner and would like…

Read More Read More

Model S Plaid Delivery Event – 2021-06-10

Model S Plaid Delivery Event – 2021-06-10

Comments 0 Comment

Tesla held a short but sweet event today where they went into a bit more detail regarding the Model S Plaid. I took some rough notes that I have included below. 9 years since Tesla delivered the first Model S One of the motivating factors behind Plaid Model S was to show EVs can be the best cars out there (safest, fastest, etc) No car up until the Plaid Model S has broken the 2 second 0-60 barrier Specs 420…

Read More Read More

2021 Q1 Tesla Earnings Call Notes

2021 Q1 Tesla Earnings Call Notes

Comments 0 Comment

I spent sometime listening to today’s earning call and have created raw some notes which I have included below for your reference. Enjoy! Opening Remarks from Elon Record quarter on many levels Record production, deliveries and surpassed $1B in non-GAAP income Demand is the best they have ever seen Used to seeing a reduction in Q1 and this year it was the opposite Model 3 became best selling mid-sized, premium sedan of any kind in the world (used to be…

Read More Read More

How to use RaceRender with Tesla Track Mode

How to use RaceRender with Tesla Track Mode

Comments 0 Comment

Intro After accepting delivery of my Model 3 Performance a little over 2 years ago I finally made the journey to Buttonwillow, CA for a TeslaCorsa event. It was my first time on a proper road course with my Model 3 and only 1 day after I had a bunch of track-related mods installed. During the event I had plenty of time to tinker with Track Mode and I was impressed by how quickly I was able to get up…

Read More Read More

2020 Q4 Tesla Earnings Call Notes

2020 Q4 Tesla Earnings Call Notes

Comments 0 Comment

Today was another action-packed day for Tesla fans as the company released their full earnings report for Q4 2020 along with details surrounding the newly refreshed Model S & X. I spent sometime listening to today’s earning call and have created some notes which I have shared below for your reference. Enjoy! Opening Remarks from Elon Defining year on many levels, especially with the pandemic Important milestone of delivering 500,000 cars, almost as many as they had previously produced in…

Read More Read More

How to Setup Tesla Boombox with Custom Sounds

How to Setup Tesla Boombox with Custom Sounds

Comments 0 Comment

Intro Almost a month ago Tesla released Tesla OS 2020.48.26 (aka the “Holiday Update” for 2020) which included several new features and games. One of the more popular features was Tesla Boombox which allowed owners to play several included sounds and up to 5 custom sounds over the external Pedestrian Warning Speaker (PWS). It is important to note that Tesla has not always included the PWS, in fact they only started including it in their vehicles as of September 1st,…

Read More Read More

2020 Q3 Tesla Earnings Call Notes

2020 Q3 Tesla Earnings Call Notes

Comments 0 Comment

After a crazy busy day I finally had some time tonight to sit down & digest everything that was mentioned during today’s 2020 Q3 Tesla Earnings Call. I have summarized my rough notes into several categories and shared them below for your reference. Financials Best quarter in company history Record production & deliveries Record revenue Record net income (GAAP & non-GAAP) 5th sequential quarter of profitability Nearly double-digit operating margins Automotive gross margins including regulatory credits increased from 18.7% to…

Read More Read More