Hello and welcome back to Tesla Daily. This is the Monday, February 12th, 2018 edition addition of Tesla Daily Unofficial Tesla Podcast.

My name is Rob Maower, and today we are talking about Q4 earnings.

For those curious about my absence over the last week, I will go into more detail on that at

the end of the episode, but I do apologize for missing a few

days here.

I will also include the episodes that I intended to publish on Tuesday and Wednesday at the

tail end of this, so it's kind of like a three-part episode today so that's exciting but one of

them is a Q for earnings preview so I don't know maybe that will be interesting to

listen to you after the earnings report is out we'll see Tesla stock on the week closed down

8.8% so the reaction to earnings was not incredibly

favorable. But in the context of the macro environment, I don't think that it was that negative.

The Nasdak also finished the week down 4.3%.

Supercharger Network Update.

We are currently at 1,160 supercharging locations with new stations opening up in California,

China, two in Ohio, one in Taiwan, and one in Arizona.

Before we get into the earnings report, the other big news from last week obviously is that

model three delivery estimates were updated.

Within that, the biggest change coming to the

standard battery which previously had estimates as early as early 2018 that has now

moved to late 2018. So it appears with the slower production ramp that Tesla will be

prioritizing first production longer than they previously had expected to, which from

a business management perspective completely makes sense because they will be getting more margin on those first production vehicles

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