Wall Street Breakfast: Tesla Earnings Preview
Wall Street Breakfast
Seeking Alpha
3.8 • 950 Ratings
🗓️ 25 January 2023
⏱️ 9 minutes
🧾️ Download transcript
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street breakfast, where we cover the top news for investors every morning. |
| 0:07.0 | Good morning. Today is Wednesday, January 25th, and I'm your host Julie Morgan. Our top stories. Tesla reports earnings today after the |
| 0:16.2 | closing bell. The wild cards include deliveries guidance, margin read-throughs, and CEO |
| 0:21.9 | secession hints. |
| 0:23.6 | The U.S. is poised to send dozens of M1 Abrams tanks to Ukraine. |
| 0:28.3 | The decision could be announced as early as today. |
| 0:31.4 | The tanks are made by General Dynamics who is set to report earnings |
| 0:35.1 | today. And we're sharing a new weekly segment. It's stock of the week Wednesday. |
| 0:40.3 | We picked Netflix out of the heap out of the huge pile for really three reasons. |
| 0:44.7 | We're hearing from Tech Insider Network about why their focus for Netflix is Q2. |
| 0:51.0 | But first our top stories we begin with Tesla. |
| 0:54.6 | Tesla will deliver its earnings report today after the market close and hold a |
| 0:59.2 | crucial conference call with potential headwinds lurking in the electric vehicle sector and broad economy. |
| 1:05.8 | The EV Giant has already reported that it delivered 405,000 vehicles in Q4, an increase of 31% year over year. |
| 1:14.6 | But investors will be laser focused on what the pullouts are |
| 1:18.0 | from the recent price cuts, buyer reactions |
| 1:20.8 | to the EV tax credit timing, and the color on automotive gross margin expectations. |
| 1:26.7 | There is also the question of delivery's growth guidance for 2023. |
| 1:30.8 | Tesla has issued a generic multi-year 50% growth target for volume that may need to be revised in the new climate. |
| 1:38.0 | The conference call could also provide an opportunity for Elon Musk to calm investors over the Twitter distraction. |
| 1:45.1 | Also watch for an appearance by Tom Zoo, who was recently handed Tesla's U.S. Assembly |
| 1:50.6 | plants and sales operations in North America and Europe as additional |
... |
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