Hey everybody Rob Maower here and today's episode is the audio from a live stream that I did earlier today on YouTube going through my Q4 earnings

preview for Tesla earnings. Because this is pretty spreadsheet heavy I would recommend watching

it rather than listening but it should still be okay to listen to you as well. However if you do want to watch

instead the link for it will be down in the show notes. With that being said,

thanks for listening and here is the audio.

Hey everybody, Rob Maower here and today we are going to go through my Q4

earnings preview for Tesla. Of course we have earnings coming up in about 24 hours

from now tomorrow after market closed they will release the shareholder letter and then a couple

hours later they'll do the earnings call.

So tomorrow I'll be doing some live stuff as well, keeping out for that.

But today I just want to go through earnings, so let me flip over to Excel here.

And we can just kind of orientate people with the sheet.

So in the rows I just have different metrics.

This isn't where I do my forecasting, but this is just kind of the summary page.

And then up here in the columns, we'll start off looking at Q4 estimates and then I also have full year over here on the right.

And then in between, that's the trailing 12 month

actuals so anything in gray here is an actual and anything in this sort of

aquacolor are my forecasts. So for Q4, just my Q4 forecasts and then for the full year that's

my Q4 forecast plus the actuals from the rest of the quarters in 2020.

So you can see we've got Q4 2019 actuals right here.

Then I also have the year over year change right here. And that's the same for the full year here so if we look at

deliveries for example Tesla previously had reported 180,500 and their January 3rd release or January 2nd release.

...