What To Expect From Tesla's Earnings

BF Aragua from New Street Research discusses Tesla's stock upgrade and future prospects. The focus is on Tesla's new models, including the Model Y, and the potential of FSD 13 in advancing self-driving capabilities. Despite current market challenges, Tesla's long-term vision for robotaxis remains promising. The discussion also covers market conditions, sales trends, and the impact on Tesla's gross margin.

What was the new price target set by BF Aragua for Tesla's stock?

• $300

• $500

• $460

• $240

What is the significance of FSD 13 in Tesla's development?

• It is the first Tesla model to be released in Europe.

• It marks the beginning of Tesla's electric vehicle production.

• It is a new battery technology for Tesla cars.

• It represents a turning point in self-driving capabilities.

What is the expected impact of the unsupervised version of FSD?

• It will allow cars to drive without constant supervision.

• It will increase the production cost of Tesla vehicles.

• It will decrease the range of Tesla cars.

• It will require more frequent software updates.

What did the discussion reveal about Tesla's delivery numbers?

• They have increased by 50% compared to last year.

• They have remained constant over the past year.

• They are slightly down year on year but recovering sequentially.

• They are significantly lower than last year.

What is a key factor for Tesla to achieve a strong gross margin by 2025?

• Focusing solely on the luxury car market.

• Introducing new models at lower price points.

• Reducing the number of models available.

• Increasing the price of existing models.