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🗓️ 14 July 2021
⏱️ 14 minutes
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➤ Tesla has scheduled their Q2 earnings report and investor call
➤ Goldman Sachs publishes updated TSLA note ahead of earnings outlining expectations and assessing Tesla in China
➤ New details on the made-in-China Standard Range Model Y
➤ Samsung and LG reportedly make progress on 4680 battery cell development
➤ Tesla introduces new solar panels
➤ Elon Musk discusses Powerwall orders and production rate
➤ More details on Tesla’s FSD V9 visualization
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Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Click on a timestamp to play from that location
0:00.0 | Hey everybody Rob, now we're here and today we're going to talk a little bit about Tesla's |
0:11.0 | earnings report we do finally have a date. |
0:13.2 | We've also got an updated note from Goldman Sachs about their expectations heading into |
0:16.3 | earnings and the following years we'll talk a bit about that update. |
0:19.3 | Then we've also got some news out of China, a couple of stories there, an update on 46 |
0:22.8 | AD battery production, Tesla Energy, a couple of the things as well. |
0:26.7 | Let's look at the markets, not the best day for growth stocks today, Tesla finishing |
0:29.9 | down 2.5% to $668.54, that compared to the NASDAQ down 4.10% of a percent. |
0:36.2 | Alright, so we got a couple of pieces of news late last night, first up, we do finally |
0:40.0 | have an earnings date scheduled for Tesla's Q2 earnings report and conference call. |
0:43.9 | That date will be Monday, July 26 after market close. |
0:47.2 | Generally, the earnings report and shareholder letter comes out within 30 minutes or so |
0:51.5 | of market close and then Tesla will be holding an earnings call at 5.30pm Eastern time |
0:56.3 | to 30pm Pacific time, that'll be 9.30pm UTC. |
1:00.3 | So as I usually do before earnings, I'll put out my preview episode and then on the |
1:04.2 | day of earnings, I'll put out a quick recap before the call of how the actuals came in |
1:08.1 | and I'll stream the call so we can listen together as usual. |
1:11.2 | When we do get these earnings dates, sometimes people like to speculate on if it gives us |
1:15.4 | any indication of how the earnings are going to be because generally if a company has good |
1:19.1 | news they want to get that out. |
1:20.4 | If they have bad news, they're not as urgent. |
1:22.4 | For what it's worth, I'm not taking anything like that away from this date. |
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