Hey everybody Rob Mower here and today we are doing a full preview of Tesla's third quarter earnings report that will happen on Wednesday,

October 21st after market close.

The shareholder letter and earnings update should be posted sometime within usually,

I don't know, a few minutes after market close to up to a half an hour after market close.

And then the earnings call with Elon Musk and other executives will be at 2.30 p.m.

5.30 p.m. Eastern time, 9.30 p.m.

U.T.C. again on Wednesday after market close.

I'll likely be doing a live stream again for earnings as the letter comes out.

So keep an out for that. This conversation today

is really to set the context for the earnings. It's the same thing I said when I

went through deliveries and production. I don't put these out there for

trading purposes and at the end of the day these quarterly

results are overemphasized. The long term is what's more important, but I do this because I like to, and I think it does help us

understand the business and the trajectory over the longer term.

Last thing I'll mention here and then we'll get into it, there are a ton of numbers in this

episode so if you are an audio podcast listener I would recommend checking out the

video which I'll put a link to in the

show notes. All that being said, let's hop into the spreadsheet here. So on the left, each

row is a different important metric. These are not all the metrics that I forecast, but this is the summary sheet.

The first two columns here are consensus estimates. So the leftmost column being the fact set

consensus from today, October 20th. Generally, these are the numbers the media is going to be using to refer to earnings as either a beat or a miss,

so that's why I include them.

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