Episode 364: Q2 Earnings Call Recap, Highlights, and Analysis
Ride the Lightning: Tesla Motors Unofficial Podcast
Ryan McCaffrey
4.8 • 988 Ratings
🗓️ 24 July 2022
⏱️ 93 minutes
🧾️ Download transcript
Summary
Tesla releases its Q2 financials and holds its quarterly earnings call. As always I’ve got highlight clips from Elon Musk and the Tesla executive team – including their comments on the Cybertruck, 4680 battery cells and more – plus my analysis of one of the strangest quarters in recent Tesla history.
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Transcript
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| 0:00.0 | On this week's episode of Ride the Lightning, the Tesla unofficial podcast, |
| 0:03.7 | Tesla releases its Q2 financials and holds its quarterly earnings call. |
| 0:08.6 | As always, I've got highlight clips from Elon Musk and the Tesla executive team, |
| 0:13.5 | plus my analysis of one of the strangest quarters |
| 0:16.7 | in recent Tesla history. |
| 0:18.4 | Stay tuned. Oh, Greetings friends Ryan McCaffray alongside, Daisy the Boxer with you for episode 364 of |
| 0:45.5 | Ride the Lightning. It is for the July 24th episode here. There is so much to talk about |
| 0:52.2 | because it is the quarterly earnings call. |
| 0:55.8 | One of my favorite episodes to do that I get to do four times a year go through the entire earnings |
| 1:02.2 | call and the shareholder letter, |
| 1:04.0 | pick out all the good stuff, get all the highlights for you, put those together, |
| 1:08.0 | and I'll talk about all of that stuff, give you my take on everything. |
| 1:12.0 | But before I get started with that, I wanted to note that I hope all of you who are backing me on Patreon at the ludicrous tier or higher |
| 1:19.5 | enjoyed this week's lightning round mini episode which was about a rumor that I heard |
| 1:25.4 | about Tesla a couple years ago it was about the product roadmap and the reason I |
| 1:30.7 | did a mini episode about this is because at this point in time it's become clear that this rumor is not going to come to fruition. |
| 1:38.5 | So now I thought I would share this thing in full and it kind of serves as a really fascinating what if kind of |
| 1:45.9 | discussion so you can check that out at patreon dot com slash Tesla podcast if you're already a Patreon backer or if you're not that's the site you can go to to learn more about the |
| 1:58.2 | Patreon and all the different perks at all the different tiers including that weekly |
| 2:02.2 | Bonus lightning round mini episode. |
| 2:06.1 | All right, let me start as I like to with the shareholder letter which gets released a little |
| 2:12.0 | bit before the call happens so that people have a little time |
... |
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