Elon Musk Compensation & Other Hidden Details From Tesla's 10-Q Filing (07.29.21)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tsla, Model3, Technology, News, Tesla, Investing, Tech News, Modely, Business, Models, Modelx

4.8 • 1.1K Ratings

🗓️ 29 July 2021

⏱️ 17 minutes

🔗️ Recording | iTunes | RSS

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Summary

➤ Rob Maurer digs through Tesla's 10-Q filing for information not discussed in Tesla's Q2 earnings letter. Topics include the structure and impact of Elon Musk's compensation, Tesla Solar Roof, deferred revenue, regulatory credits, Supercharging, debt, and more.

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Executive producer Jeremy Cooke
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Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Transcript

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0:00.0	Hey everybody, Rob Mauer here, and today we're going to be talking about some details
0:10.9	from Tesla's 10Q Quarterly filing with the SEC.
0:13.7	Obviously, we've talked about earnings, we've talked about the earnings call.
0:17.1	The 10Q filing always tends to have a little bit more information, there's always some
0:20.2	hidden details in there.
0:21.8	So I do want to spend a little bit of time going through some of those topics that I find
0:25.2	interesting.
0:26.6	One of those being the CEO Performance Award that you can see up here.
0:29.6	So before we even get into that, just a heads up, I am actually traveling today.
0:33.0	This is recorded in advance, and I'll be traveling tomorrow as well, so Thursday and Friday.
0:38.0	We'll do this today, and then Friday, we're going to have the long overdue part two of
0:43.0	the James Dalmat interview, and then we'll get back to any news on Monday.
0:46.9	So if there is any news that's happening right now, I promise to cover that back as soon
0:51.2	as I get back on Monday.
0:54.1	So that being said, let's dive into some of the details here.
0:57.0	This is the just overview of the CEO Performance Plan.
0:59.5	This is nothing new.
1:00.5	People have probably seen this already, not anything to do with the 10Q here, but just
1:04.6	as a quick refresher, how Elon Musk's compensation plan works is that there are these 12 tranches
1:10.3	that get vested as different milestones are achieved.
1:14.1	They're split into two sections, both market cap milestones and then operational milestones.
1:19.4	So on the top half here, we've got the market cap milestones.
	...

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