Tesla automobili

[Geza]

Tesla loses another $675 million in Q4, its biggest quarterly loss yet
https://arstechnica.com/cars/2018/02/te ... -loss-yet/

As expected, Tesla saw some pretty big losses this quarter, mostly related to Model 3 delays. The company reported $675 million in losses attributable to shareholders in Q4, wrapping up 2017 with almost $2 billion in losses for the whole year.

But, unlike other doomed companies posting dire losses quarter after quarter, Tesla revenues have been sizable. Just this quarter, Tesla earned $3.3 billion in revenues from automotive sales, leasing, energy products, and services. For the year, the company reported almost $12 billion in revenue. People want Tesla products, but Tesla can't stop spending more money than it has.

The company (naturally) contends that all losses are temporary. "At some point in 2018, we expect to begin generating positive quarterly operating income on a sustained basis," the company stated in its investor letter. Musk specified in the accompanying earnings call that he expected the company to be profitable by the more stringent Generally Accepted Accounting Principles this year.

That line may sound familiar: Tesla claimed similar projections in early 2016, and while the company did indeed have its second-ever profitable quarter that year, it resumed its loss-making habit shortly after.
Model 3

Tesla now has to crank up Model 3 production. In early January, Tesla reported good delivery numbers for Model S and Model X vehicles, and the company's energy business certainly seems healthy (Tesla installed 143MWh of battery storage in Q4 2017, not counting its massive installation in South Australia). But investors are concerned about the Model 3 because it was supposed to be the mass-market car that would fly off the assembly line and make money for the cash-burning company.

The entry-level electric Model 3 debuted in July 2017 to great fanfare, but Tesla has struggled for months to ramp up production to meet demand. The quarter after the Model 3 was introduced, Tesla revealed that it had only delivered 266 vehicles. The company said the issue was bottlenecks on the production floor, and it bought an automation and machining company called Perbix, presumably to handle those bottlenecks.

But by the end of Q4, deliveries seemed only marginally better. In early January, the company released a statement on Q4 Model 3 deliveries ahead of today's Q4 earnings call, and Tesla said it had delivered just 1,550 Model 3s in Q4. At the beginning of the year, the company said it expects to churn out 2,500 Model 3s per week by the end of Q1 2018 and 5,000 per week by the end of Q2 2018. But the investor letter published today seemed to hedge that estimate even further.

"It is important to note that, while these are the levels we are focused on hitting and we have plans in place to achieve them, our prior experience on the Model 3 ramp has demonstrated the difficulty of accurately forecasting specific production rates at specific points in time," the letter said.

Musk's attitude seems to be that there's no doubt Tesla will achieve its ramp numbers and that minor delays are negligible in the big picture. "If we can send a Roadster to the asteroid belt, we can probably solve Model 3 production," he said on today's earnings call, referencing the SpaceX Falcon Heavy launch yesterday.
The extra stuff

Tesla never seems to want for side-quests. The company builds stationary lithium-ion battery storage for residences and utilities: it built 330 new Superchargers last year, and it just entered a new deal with South Australia to build a huge 250MW virtual power plant. Last fall, Musk revealed a semi truck slated for production in the near future and a new ultra-luxury Roadster. Musk has intimated that, after the currently-unannounced Model Y is revealed, Tesla will develop a pickup truck.

In today's investor letter, Tesla hinted at continued development of Autopilot, an automotive feature that saw a great deal of controversy in previous years. The company revealed that it had completed "an extensive overhaul of the underlying architecture of our software" enabling "a step-change improvement in the collection and analysis of data and fundamentally enhanced its machine learning capabilities."

Musk also denied that LiDAR was strictly necessary on cars for autonomous driving. "We have to solve passive optical extremely well," he said, referencing running image recognition based on camera data. "At the point that you have solved passive optical extremely well, what is the point of active optical?"

As for energy, the company reported that the South Australia installation is working as planned in its investor letter. "This project is already generating substantial benefit by meeting high summer demand when supply is limited and by instantaneously responding to unplanned interruptions or frequency drops in the grid," Tesla wrote. "Due to the success of this project, we're seeing an increase in demand for Powerpack, our commercial energy storage product."

Musk briefly addressed the semi truck on the phone call today as well. He said that a run rate of 100,000 units a year would be a reasonable expectation four years from now (although given previous years-out projections for the Model 3, it's safe to take that with a grain of salt). "I think we may be able to exceed the specs that we announced last year, which would be exciting," Musk added. Tesla surprised many by announcing a 500-mile range for the semi last year.

Musk also talked about the Fremont factory and the Gigafactory in Sparks, Nevada. He noted that, on Model 3 production, the company's semi-automatic lines are working faster than the fully-automated lines, but Tesla's engineering firm in Germany has developed a fully automated line that will be delivered to Tesla's facilities at the end of March. "The competitive strength of Tesla is not going to be the car; it's going to be the factory," Musk said. He added that a primary objective for Tesla is "productizing the Gigafactory.

[Velja]

Jugo je vrhunac auto industrije, odmah iza Lade.

Moskvič, Moskvič...


Sent from my iPad using Tapatalk

[HKS]

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[Пунтилак]

[Davor_]

Porediti Teslu kao kompaniju sa ostatkom autoindustrije je nemoguće, za pocetak sve i jedan patent koji imaju daju na koristenje sve i jednoj kompaniji!!
Kao sto Ilan reče da je njemu cilj da zaradjuje pare na njima drugačije bi tesla poslovala.

U isto vrijeme htjeli mi to ili ne električna vozila su budućnost...

[superboss]

Malo mu je, kako da każem, neutemeljen komentar(da ne kažem glup).

Prvo Model X koji si vozio košta 160k $. Verovatno nešto više nego cena proizvodnje + 1$.

Drugo, lako mu je pričati tako, kad se uglavnom igra sa tuđim parama.

Da se razumemo, ja nisam protiv Tesle, i mislim da su OK automobili.

Dobro je što su uzburkali tržište svojom pojavom. Međutim, postavlja se pitanje da li je opravdano da su toliko skupi.

Tehnički imaju daleko manje delova od normalnih automobila itd.

Voleo bih da se za vreme mog bivstvovanja pojave i zažive i drugi alternativni pogoni.

[ftj]

Cesto cujem taj stav 'kolko njih kosta da to naprave' gde ljudi pritom misle valjda na cenu sirovina i materijala potrebnih da bi se jedan primerak napravio? Cena proizvodnje jednog komada se ne racuna tako nego se eventualno moze porediti kada se ceo finansijski izvestaj uzme u obzir. Dakle ona prica kako jedan vejron njih kosta 4.5m a prodaju ga za 1.5, ne znaci da njih motor i karbon fiber i radnik na traci kostaju tu cifru, nego kad se svede racunica celokupnog razvoja i svih mogucih troskova tokom godina podeli na broj proizvedenih automobila.

S obzirom da tesla belezi milijarde gubitaka, jedan primerak X-a ih za sad sasvim sigurno kosta vise od 165k $.

[Saša]

Puntilak, jes da voziš Puntića pa si mi drag po tom pitanju, ali moram ti ipak nešto reći:

Ilon Musk - momak koji se meša u sve živo i nikad ništa ne završi.

Momak je milijarder, druže, pravi aute i još ih šalje svojim raketama u svemir. Šta smo ja, ti (ili bilo ko ovde na forumu) toliko značajno u
životu napravili i završili? Ja bih mu ipak "dao šansu" da i završi to što je započeo.

[Пунтилак]

@Sasa:
Vala i ti se razumes u Puntice ali kad se prica o realno nedovrsenim elektromobilima - neki ti kuršlus seva

Na ovim stranama ima ljudi koju bukvalno idu protiv logike i ISKUSTAVA VLASNIKA Tesla automobila.

Vlasnici kažu "Vozimo sat vremena - pa punimo pola sata"

Nemačko Ministarstvo kaže "Teslin autopilot vozi u udes" - Tesla fabrika potvrđuje indirektno


A onda forumski "poznavaoci" tvrde suprotno ? Da ne veruješ
Američka propaganda je zaista čudo. Živi vi bili i takvi..pa da nazdravimo ortofosfornom kiselinom ( a za mene sok od jabuke )

[Пунтилак]

Porediti Teslu kao kompaniju sa ostatkom autoindustrije je nemoguće, za pocetak sve i jedan patent koji imaju daju na koristenje sve i jednoj kompaniji!!
Kao sto Ilan reče da je njemu cilj da zaradjuje pare na njima drugačije bi tesla poslovala.

U isto vrijeme htjeli mi to ili ne električna vozila su budućnost...

Koji to patent imaju pa da mogu išta da "ustupaju čovečanstvu"?

Pre bih rekao da se lažni Tesla šlepa na imidž pravog Tesle i Srbina
Nema kod Amerikanca ništa za dž i bez koske...a počeo je tako što je ukrao prezime srpskog brata Nikole.


Odakle Ilonu Maskiranom pravo da uopšte koristi Teslino ime? Šta je on to novo izmislio i patentirao?
Ovde ima mnogo ljubitelja Maskiranog pa valjda neće biti problem da bar neko argumentuje tvrdnje o silnim "Ilonovim patentima"?
Sigurno je izmislio auspuh za el vozilo...minimum

[Saša]

Preteruješ, samo sam to hteo da kažem. Tesla je ubedljivo najdalje otišla sa električnim automobilima, u to nema nikakve sumnje. Ima tu i dalje mnogo da se radi i razvija, posebno na baterijama, ali takvi automobili su već realnost i vrlo su upotrebljivi. Evo, lično sam slikao letos jedan model S sa nemačkim tablicama kod nas, kako li je samo stigao dovde da mi je znati, ako je tačno sve što pišeš?

[ftj]

Realno falio je neko da zacini.

[Vladapetr]

Ovakvu šumu reči a pustinju misli ne pamtim da sam igde čitao. Brate dobro je, popusti gas, ovo je mesto za laganu diskusiju

[HKS]

E sad je mene zainteresovalo sta je Tesla motors patentirao?


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[Saša]

http://stks.freshpatents.com/Tesla-Motors-Inc-nm1.php