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Keys To Watch For During Tesla's Earnings Call by taskmaster4450le

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· @taskmaster4450le ·
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Keys To Watch For During Tesla's Earnings Call
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[![](https://ipfs-3speak.b-cdn.net/ipfs/bafybeiadtewxdajx3vwi6r3gtq6ljcmtodrx6q6h2ppxktwrcrom37iaga/)](https://3speak.tv/watch?v=taskmaster4450le/bccencfk)

▶️ [Watch on 3Speak](https://3speak.tv/watch?v=taskmaster4450le/bccencfk)

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Tesla announces it earnings after the close today.  Here are some of the keys to what to look for.

We also discuss how to ignore market reaction.  Companies tend not to override the overall sentiment that is taking place.

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@ai-summaries ·
**Summary:**
The video discusses Tesla's upcoming earnings report without delving into specific numbers but rather focuses on the potential record-breaking figures, increase in automotive revenues, and profit margins. Further points include the impact of the Austin and Berlin plants on profitability and the possibility of significant growth in the energy division. The speaker also mentions the uncertain reaction of Wall Street, the importance of the earnings call, and crucial factors like 4680 battery capacity, Cybertruck, and scaling of the Berlin and Austin plants for Tesla's future growth.

**Detailed Article:**
The video begins with Taskmaster4450 expressing his intention to discuss Tesla's upcoming earnings report but emphasizes that he will not get into specific forecasts or numbers, highlighting that many other videos cover those aspects comprehensively. The key point highlighted throughout the discussion is the anticipation of record-breaking figures for Tesla, particularly in terms of production and deliveries. The speaker mentions that Tesla's production for the previous quarter was over 360,000 units, with deliveries exceeding 340,000 globally, which is approximately 10% above their previous high.

The analysis dives into how these high delivery numbers are expected to translate into record automotive revenues, especially with the backlog of orders reflecting price increases from six to nine months prior. This backlog would likely result in higher revenue per vehicle than ever before. Taskmaster4450 also speculates on the potential positive impact on profit margins, attributing it to factors like unit pricing and the increased production capacity in Germany, notably in Berlin where production has scaled up significantly, potentially alleviating capital drain concerns.

Another key point of consideration is Tesla's battery production, with statements indicating that the company is no longer battery-constrained. This could lead to significant growth in the energy division, although the speaker notes that the effects of this change may not be immediately reflected in the upcoming earnings report. This uncertainty is compounded by the lack of clarity on whether the constraint refers to the automotive division only or batteries in general.

Additionally, Taskmaster4450 cautions viewers regarding Wall Street's reaction to Tesla's earnings, pointing out the current neutral to negative market sentiment and the possibility of a pullback post-earnings due to external factors beyond Tesla's performance. The importance of the earnings call and its potential impact on future forecasts, including factors like 4680 battery capacity, Berlin and Austin plant scalability, and Tesla's status as a high-growth company, are also emphasized.

In conclusion, the video provides a comprehensive overview of the key factors and considerations surrounding Tesla's earnings report, touching on record revenues, profit margins, battery production constraints, market sentiment, and the importance of the earnings call for assessing Tesla's growth trajectory. The analysis underscores the uncertainties and complexities involved in predicting Tesla's performance and the broader market dynamics that could influence the company's stock movement in the near future.
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