Today I had a chance to listen to the 2022 Q2 Tesla earnings call and as a result have produced the following raw notes. Enjoy! Opening remarks from Elon Musk Unique quarter for Tesla due to Shanghai shutdown Production records achieved in Fremont & Shanghai Set up nicely for record breaking 2nd half of 2022 Past years have thrown several force majeure at Tesla yet the team continues to overcome Giga Berlin Production Ramp continues with 1000 cars / week…
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…