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Tesla Daily: Tesla News & Analysis

V10, Netflix/YouTube, Megapack, Solar Roof (07.29.19)

Tesla Daily: Tesla News & Analysis

Rob Maurer

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

4.8 β€’ 1.1K Ratings

πŸ—“οΈ 30 July 2019

⏱️ 9 minutes

🧾️ Download transcript

Summary

– News about upcoming software features
– Tesla launches a new utility scale storage system
– Elon mentions a production target for solar roof

Links:
Email > [email protected]
Twitter > @teslapodcast
Patreon > patreon.com/tesladailypodcast

Executive producer Rob Gill
Executive producer Jeremy Cooke
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

The post V10, Netflix/YouTube, Megapack, Solar Roof (07.29.19) appeared first on TechCast Daily.

Transcript

Click on a timestamp to play from that location

0:00.0

Hello and welcome to the Monday July 29th, 2019 edition of Tesla Daily Unofficial

0:12.1

Tesla Podcast.

0:13.2

My name is Rob Maower. Today we were talking about some new software features teased by

0:17.1

Elon on Twitter and Tesla's newest product, the Mega Pack.

0:21.0

Tesla stock on the day today was strong, finishing up 3.39% to $235.77

0:27.8

as compared to the Nasdak down 0.44%. That increase was despite an updated analyst note from Adam Jonas of Morgan Stanley, who decreased

0:36.3

his annual delivery expectation from 347,000 vehicles to 345,000, so very small decrease there, 2,000 vehicles.

0:44.0

But he also changed his gross margin forecast as well

0:46.4

from 19.6% before to 17.4% now, excluding regulatory credits,

0:52.4

and gap earnings per share for the year from

0:54.8

negative $7.6 before to negative $8.94 now.

1:00.1

Ultimately, though, he held his price target study at $230 per share with some of the negative changes

1:05.3

being offset by lower Cap-X forecasts.

1:08.0

Moving on then to some news from the weekend we got quite a few tweets from Elon on software

1:12.0

related things for Tesla.

1:13.5

On Saturday he tweeted quote ability to stream YouTube and

1:16.2

Netflix when cars stopped coming to your Tesla soon

1:19.2

has an amazingly immersive cinematic feel due to the comfy seats and surround sound audio."

1:24.0

In terms of timing on this, Elon said, quote,

1:27.0

maybe August, not more than a few months, end quote.

1:30.0

He added in a separate response later on that the timing would depend on how the early access release went,

1:35.0

but that the hope would be wide release at the end of August.

...

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