挑幾個重點講
Tesla Q3實現了單季盈利2,187萬美元，毛利率為27.7%，這是三年來首次轉虧為盈
每股收益有0.02美元
營收也比去年同期增加了145%
Q3的交車量24821輛，比起Q2的14402輛成長了很多
應該能夠達成今年五萬輛的目標
Tesla預計Q4也能達到盈利目標
Model S在大型豪華車市場的領先也在成長
不過仍有幾個地方要注意
若扣掉加州政府給的電動車補貼的話盈利就沒了，但是對營收沒什麼影響
還有跟SolarCity合併所帶來的資金需求
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https://goo.gl/CZk8aH
Well, CEO Elon Musk promised a pie in the face of the naysayers on Wall
Street and they got it today.
After market close today, Tesla released its financial results for the third
quarter 2016. Wall street was expecting revenue of $2.43 billion and a slight
gain of $0.02 per share for the quarter. Tesla confirmed $2.30 billion in
revenue, below expectations, but it also announced a gain of $0.14 per share
during the last quarter – a first in 3 years.
Tesla had already confirmed having delivered a record number of vehicles
during the quarter: 24,500, but as usual, the company updated the number
slightly after the end-of-quarter accounting. The official number is now
24,821 vehicles.
The automaker disclosed that it expects to also be profitable next quarter,
which will come as a surprise to most industry watchers. The company is
seeing 145% year-over-year growth in revenue.
Tesla’s stock is up 4% in after-hours trading following the
news:tesla-stock-tsla-earnings
Tesla opened 17 new stores and service centers during the third quarter to
bring the total to 250 locations globally.
The automaker saw combined net orders for new Model S and Model X vehicles
grew 68% versus the same period last year. The Model S orders are still
strong and the company claims 32% market share:
Model S deliveries grew nearly 60% year over year, increasing its lead status
with a 32% share of the top 12 selling large luxury sedans, as Model S unit
growth significantly outpaced U.S. large luxury sedan category sales growth.
It was reported earlier this month that Tesla was increasing its lead in the
luxury segment: Tesla increases its lead on the US luxury sedan market,
beating Mercedes, BMW and Audi.
Tesla sees good early signs for the Model X in the SUV luxury segment:
“Despite still ramping production, Model X is also gaining market share,
already growing to 6% of the U.S. large luxury SUV market in Q3, or #8 in the
large luxury SUV category, edging out the Porsche Macan and Cayenne, the Land
Rover R-R Sport and the Infiniti QX80. The large luxury SUV category is three
times the size of the large luxury sedan category in the U.S., and represents
a huge opportunity to further increase Model X sales.”
Despite what Bob Lutz was saying on CNBC earlier today, Tesla’s Q3 gross
margin was 27.7%, up from 21.6% during Q2. That’s without ZEV credits.
But to be fair, Tesla managed to turn a profit with ZEV credits. The company
unloaded $139 million in ZEV credits during the last quarter.
Tesla will be holding a conference call with analysts at 5:30 ET. We will be
reporting on the highlights shortly after.