Episode 482: Tesla Q3 Earnings Call Analysis and Recap
Ride the Lightning: Tesla Motors Unofficial Podcast
Ryan McCaffrey
4.8 • 988 Ratings
🗓️ 27 October 2024
⏱️ 101 minutes
🧾️ Download transcript
Summary
Tesla held its quarterly earnings call, where we heard about the Model 2.5 (aka the $25k car), the Robotaxi, the next-gen Roadster, and the Tesla Semi. As always I’ve got expert analysis, highlight clips from Elon Musk and the Tesla executive team, and more!
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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. |
| 0:04.0 | Tesla held its quarterly earnings call, where we heard about the model 2.5, |
| 0:09.0 | the robot taxi, the next-gen roadster and the Tesla semi. |
| 0:13.0 | As always I've got expert analysis, highlight clips from Elon Musk and the Tesla |
| 0:18.0 | executive team and more. The What's happening, happening, I'm Ryan McCaffreyrey joining you as always for your weekly dose of Tesla topics and news |
| 0:47.1 | Here on Ride the Lightning the weekly Tesla unofficial podcast. This one is episode |
| 0:52.1 | 482 publishing on October 27th |
| 0:55.6 | 2024 my loyal canine companion Daisy the boxer to my left here and as expected with the earnings call it was another very very |
| 1:05.8 | busy week of Tesla news it seems like every week matches that description lately |
| 1:10.5 | but that's good news for me the guy doing a podcast about this stuff every |
| 1:14.8 | week I love it when it's busy I will start here this week before I get to the |
| 1:19.8 | earnings call and the shareholder letter details. |
| 1:23.0 | Another week, another tweak to Tesla's incentives here in Q4 to try and move as many cars as they can, |
| 1:32.0 | pulling and pushing various demand levers. First, there's a little bit of |
| 1:36.6 | bad news on the incentive front. Tesla has lowered the referral slash loyalty discount on the model three and on the model |
| 1:45.8 | Y from a thousand dollars to five hundred dollars. Still nice don't get me wrong |
| 1:51.6 | only half is nice. 500, I guess you know that'll cover a wall charger the Tesla wall connector if you don't already have one in your in your garage or don't have a charger of any kind so it's |
| 2:03.9 | something certainly better than nothing but 500 now down from a thousand |
| 2:08.7 | however the referral discount remains a thousand dollars on the model S and the model X and |
| 2:16.1 | here's some good news there is now a one thousand dollar referral discount or |
| 2:22.2 | one thousand dollar loyalty discount for you existing Tesla owners on the cyber truck. |
| 2:28.6 | Yes, the cyber truck is getting its first, actually its second incentive, its first incentive, was the one that I'm |
... |
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