Tesla's Q2 Surge: Deliveries Soar, Margins Poised for Rebound (Ep. 767)

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Tesla's Q2 deliveries exceeded production by 33,000 vehicles, showing a significant increase from the previous quarter. This strong performance is likely to improve Tesla's financial margins, countering the recent downward trend and challenging the narrative that Tesla is becoming a low-margin automaker.
Tesla press release for Q2 2024 delivery numbers: ir.tesla.com/press-release/te...
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💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.
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1 июл 2024

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Комментарии : 220

@jasonsongs7678 2 дня назад

Glad that youre back making more youtube videos. Love your insight! Keep them coming dave!

@audibledarkness 2 дня назад

Dave! Hope all is good with your wife and fam. Thanks for sharing your time and analysis with the community.💐

@TheScottWhyte 2 дня назад

When Dave posts, Tesla goes up… we need a performance package for Dave!!! ❤

@fredhearty1762 2 дня назад

All focus has been on August 8th...but this Q2 report is 100% on core business lines. Apparently, the reports of Tesla's death were greatly exaggerated.

@scottbreseke716 2 дня назад

The negative-Nancys are all withering now.

@sudeeptaghosh 2 дня назад

141% YoY storage deployment 🤯

@Graham_09 День назад

Thank you for sharing. Financial education is crucial today to show incredible resilience and discipline in the volatile market, masterfully balancing strategy and insight for success. This dedication to continuous learning is inspiring...managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Francine Duguay, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

@Graham_09 День назад

Francine Duguay program is widely available online.

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Trading with an expert is the best strategy for beginners and busy investor s who have little or no time to monitor their trades.

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The key to financial stability is having the right investment suggestions for a diverse portfolio. Many investment failures and losses happen when you invest without proper guidance.

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What I appreciate about Francine Duguay. is her ability to tailor strategies to individual needs. She recognizes that each investor has unique goals and risk tolerances, and she adapts her advice accordingly...........

@maferroce День назад

Investing has proven to be an incredibly beneficial decision. My cryptocurrency profits continue to play a substantial role in growing my overall wealth, reducing my reliance on my salary.

@karenbritt-lt5ip 20 часов назад

*Larry Burkett's book on "Giving and Tithing" drew me closer to God and helped my spirituality. 2020 was a year I literally lived it. I cashed in my life savings and gave it all away. My total giving amounted to 40,000 dollars. Everyone thought I was delusional. Today, 1 receive 85,000 dollars every two months. I have a property in Calabasas, CA, and travel a lot. God has promoted me more than once and opened doors for me to live beyond my dreams. God kept to his promises to and for me*

@KathAnn-p3o 20 часов назад

There's wonder working power in following Kingdom principles on giving and tithing. Hallelujah!

@TonyJackson-zd6lq 20 часов назад

But then, how do you get all that in that period of time? What is it you do please, mind sharing?

@FeriaAllenkempf 20 часов назад

It is the digital market. That's been the secret to this wealth transfer. A lot of folks in the US and abroad are getting so much from it, God has been good to my household Thank you Jesus

@FeriaAllenkempf 20 часов назад

Big thanks to Ms. Chisty Fiore❤️✨💯May God bless Christy Fiore services,she have changed thousands of lives globally

@Gerhardwallensteiner 20 часов назад

How can I start this digital market, any guidelines and how can I reach out to her?

@diokleslim239 2 дня назад

Thank you Dave

@revolucion2926 2 дня назад

Nice video Dave. Informative and brief. Appreciated.

@kalpeshpatel8504 2 дня назад

Thank you Dave 🙏🏽

@rudyromo 2 дня назад

SMART Energy Storage... A.I. Energy Storage.

@terence3908 День назад

The massive growth in energy storage got me more excited than the deliveries

@tristan1003 2 дня назад

Dave, have you seen Ark Invest's latest TSLA price targets? Would love to watch you break down their spreadsheets

@fakenorwegian4743 2 дня назад

That's something Rob Mauer would have done. I miss Tesla Daily.

@davidpearce4838 2 дня назад

Thanks Dave🙂.

@peacec9876 2 дня назад

Thank you. ❤❤❤

@frostbittenarts 2 дня назад

Thanks Dave! this is great insight as always, and happy to see the delivery numbers :)

@curtisdavis8594 2 дня назад

Thanks

@alaaa1794 2 дня назад

Low financing by Tesla on the Y helped alot. Ty

@Dave-ei7kk 2 дня назад

I’m not surprised. I visited the Tesla location in Golden Valley MN yesterday morning to order a new M3P and to learn how the FSD license transfer works. I noticed that the parking area was filled with new cars. At least 60. There were even 3 CyberTrucks. Hoping that I could leverage what appeared like excess inventory I ask the Ownership Advisor (or whatever they call them now) if there was an unsold M3P among the inventory. He smiled and said that all the cars I saw except for 3 were awaiting customer delivery. I remember thinking, things aren’t as bad as the rumor mill was saying. In fact, Tesla might be having a decent quarter. A CyberTruck with a gloss black wrap on it was parked behind my car when I returned to the parking lot. It looked real nice!!! I wish I needed one.

@aviation1540 2 дня назад

Hey Dave, please show graph's to visually show and correlate what you are describing, THANK'S your channel is alway's very informative.

@royalmotors 2 дня назад

Dave- keep your format exactly as it is. Appreciate you and your intuition. Don't change a thing!

@Antcarhuman 2 дня назад

Dear o dear, the storage….🚀

@EthanLy-uk7dv День назад

Hello Dave, the audio in this video is kinda buzzy. Thanks for the great content.

@Ashermicheal6341 День назад

This seems like the worst period. Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!.

@Blackrainbow-gh День назад

Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to celia dullpher

@Lucas75332 День назад

Only God knows how much grateful i am. After so much struggles I now own a new house and my family is happy once again everything is finally falling into place!!celia dullpher

@Ashermicheal6341 День назад

Amazing You trade ?? Wow that's huge, how do you make that much monthly?

@liammateo287 День назад

Celia Dullpher is my hope on the current 'bear summer' . I did so many mistakes but also learned so much from it, and of course from Celia Dullpher.

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No dou> bt!! I never knew Celia Dullpher had gone viral. I decided to back up my assets and property with her when we met at a conference in New Jersey🇺🇸 for the first time....

@ryu2635 2 дня назад

응원합니다

@BrunoHeggli-zp3nl 2 дня назад

Still down 5% compared with last year!

@KrustyKlown 2 дня назад

AND, TSLA forward PE is now 85 !!!! ... it's only a car company, lol .. until revenue guidance changes.

@richpalmisano1740 2 дня назад

Yeah, it's down. You can't make people buy cars when they can't afford the payments, ask FORD, CHEVY and the other OEMs. It's a great number in this stupid, f'd up, inflationary cycle...that should have been resolved by now. Govt is spending like drunkin' sailors..

@leedsbutler3567 2 дня назад

Still down 1546% from where it will be in 5 years!

@EwanM11 2 дня назад

True, however Tesla will be banking some of their cost savings (firings and resizing their supply chains to current volumes) and more significantly, they sold off a lot of inventory which will be good for free cash. Forward pe probably still high though.

@KrustyKlown 2 дня назад

@@EwanM11 Forward PE is a good 8-9X too high for a high margin car company.

@mlsasd6494 2 дня назад

Steep discouts to sell cars will definetely help the margin…

@Working-in-NY 2 дня назад

Number 1 car in the world. That is saying quite a bit.

@pathfollower 2 дня назад

Another piece of news that is being lost in the hoopla. The EUs new tarriff structure for Chinese EVs eliminates or delays Tesla's most competent competitors in that market. Inconvenient for model 3, but that production could be moved to gruenheide.

@mick3yoroz586 2 дня назад

Beat estimates by a mere 4,000 cars but was down 25,000 year of year and the stock surges 9%. Makes sense.

@hiram7474 День назад

its the future. Plain and simple.

@azntoogood 2 дня назад

Stock is mooning. Let's go🎉!

@grantguy8933 День назад

Got my Y. That’s why.

@HMexperience 2 дня назад

This is second quarter this year where growth is negative compared to same quarter last year. Not good IMO when Tesla has an objective of growing 50% per year every year long term.

@johannesdolch 2 дня назад

Of course now we are spending Capex on Ai Infrastructure big time.

@bartvanderheijden7055 День назад

@@johannesdolch not really Tesla gave it away to xAI.

@JesusPlaza 2 дня назад

Hi Dave! Something’s wrong with your mic. Great content. Thanks!

@matthiasgrunwald895 2 дня назад

TSLA UP!

@mingch2 2 дня назад

Why does Tesla need to make a dedicated cybercab for robotaxi? Doesn't a taxi fleet need all different type and sizes of cars? Therefore, why not just use the existing S3XY vehicles and maybe just remove the steering and padels?

@nguyep4 2 дня назад

It will be both, but a dedicated one is better in terms of servicebility, ease of manufacturing, better weight reduction, comfort, etc.

@wt9653 2 дня назад

I hope Tesla decides to lower prices for Q3. My plan is to buy a model 3 or a Y in August. That's when WA State is offering a 5,000 dollar incentive. That's 12,500 with Federal credit 😊

@CaptChuck-uy6uv День назад

No one is talking about the Walmart, Sysco, and Costco Tesla semi pictures being posted on X (Twitter) and I know Pepsi have even more than originally delivery. Elon even said that they will make money in the shareholder meeting.

@mjs2721 2 дня назад

Deliveries are down 4.8% YOY

@credo9991 2 дня назад

Hello my beloved friends of Tesla’s stock holders around the world, “Tesla, it’s well done”… Thank you very much!!

@snodgee День назад

Tesla’s sales are down 4.8% compared to this time last year official figures show

@frankcoffey 2 дня назад

17.4 percent gross margin is considered bad? Any other automaker getting that? Can we also compare how much bad debt other automakers have compared to Tesla?

@bartvanderheijden7055 День назад

@@frankcoffey 5% less deliveries vs Q2 2023, gross margin is on a downward trend, cash flow Q1 2024 was negative and the stock has a P/E of 59. Good luck.

@georgedoolittle9015 День назад

Tesla remains completely dominant not just in battery power but also AI and everyone knows this as Elon knows *EXACTLY* what he's looking for and appears to be prioritizing AI big time for Tesla now. People who aren't on board have no problem finding work at Rivian et al. for upper management. No one else even has AI for vehicles.

@Steph1 2 дня назад

You know times are tough when Elon says it’s “tough sledding out there” 😅

@CyberTankMan 2 дня назад

👍

@magic_fruit_bat5003 2 дня назад

🚀

@DQ-su6qf 2 дня назад

420,000 whisper-

@msmiller57 День назад

Elon has opined in the past that the Energy business could exceed the automotive business. Looks like he's called it again.

@heinzn6272 2 дня назад

Tesla, a three quarter billion dollar start up!! 😮

@KJSvitko 2 дня назад

Why has there been such a long delay to updating or refreshing the Model S and X interiors with the new ambient lighting. Many people are holding off buying a new Model S or X while waiting for the new features. Why the slow roll out ? The focus on FSD is great but the cars need timely updates to their features. The slow roll out hurts sales. New features need to be rolled out promptly and not dragged out. The lack of focus on the Model S and X is hurting volume sales. All the costs for research, development and amortization of manufacturing equipment for the S and X should be written off by now. It is time to lower the prices of the Model S and X to reflect the reduced costs and increase sales volume. Glad to see the price drop by $2000 Should be more like $5000 drop. You need to be able to pick a desired exterior color and interior color and still be eligible for the IRA $7500 tax cut. Missing out on the $7500 tax cut because you chose to pick an exterior ($1500) and interior color ($2000) is just crazy.

@ShawwwHa День назад

Ark has sold into the rally 😂

@Yungstpatrik 2 дня назад

Elon said 2024 is going to be a tough year. Q2 yoy will be down once again. That means no growth for investors money. The stock is in survival mode until they can find another way to make more money for investors. As of now Q1 and Q2 are down YOY

@Zstray17 2 дня назад

The funny thing is, everything you covered is all stuff Elon has discussed or predicted in almost every ER call. Sure he’s not accurate on ALL-even many things, but the overall success and progress for the company he has been dead on with.

@KrustyKlown 2 дня назад

Deliveries DOWN 5% . quite a surge dude!! 2nd qtr of declining sales, while GM is posting the highest sales since 2020 .. uhnnnn??

@DavidDedmon-pw8jz 2 дня назад

TeslaQ Clown

@MossMini 2 дня назад

How did Tesla do since 2020?

@user-eb3pi4tv9k День назад

Yeah sales only down 10 pc over 12 months ( for a growth company? ) margins won’t improve, the US is heading into hardcore recession.

@jodrhh 2 дня назад

100 trillion dollar company!

@starlord8973 День назад

Tesla has posted a second fall in quarterly sales in a row as it faces fierce competition from China. The US electric car maker, led by Elon Musk, delivered 443,956 vehicles in the three months to the end of June. This was 5 per cent less than in the same period of 2023 and follows a 9per cent decline in the first quarter of the year. It was the first back-to-back quarterly sales fall since 2012. However, sales were slightly stronger than analysts were predicting. It also puts it ahead of its closest Chinese rival BYD. BYD sold 426,039 vehicles in the three months to the end of June. The company overtook Tesla in the final quarter of 2023 when it sold 526,409 electric vehicles compared to Tesla’s

@dr-k1667 2 дня назад

There was a lot of outside pressure on the stock and the company, lest we forget the sabotage at Giga Berlin, the slow down at the factory in China and the miss of a large amount of cars that were in transit. Then we had the "Elon overhang" on the stock around his compensation package and the decision of the court. The Vote of the Tesla shareholders and weaker demand from other automakers was just the gravy on this messy sandwich that we have been dealing with for MONTHS. Today some of those concerns are in the rear view mirror while others have been blown out of the water. Elon is pumped, happy and eager to move forward (no one can deny that) so these numbers coming after the incredible VOTE OF CONFIDENCE in Elon and a sweet SpaceX test launch the same week made people feel better overall. The Fed Powell is cooing a little dovish as well.... which doesn't hurt and we are past the half way point of the year with big moves in tech that a lot of money stayed out of. Tesla is still very much UNDER WEIGHT in many funds, this is probably about to change. Let's watch this space. Thanks for your insights Dave!

@free-qe6wx 2 дня назад

Deliveries are only about a quarter million short from where they should be. Yup, that's how far away they are from being back to good. These reports of how how deliveries soared are greatly exaugurated. Deliveries exceeding production this quarter means nothing, because as Tesla shills have pointed out hundreds of times logistics timing can greatly swing quarter to quarter numbers if just a couple of shipments leave/arrive late. It is more important to note that production and deliveries are down YOY for Q2. The question that matters most is just how much more revenue and profit is affected to the downside, as Tesla has been quite aggressive in lowering prices, offering various inventory discounts, and other incentives to lure buyers. I can tell you that my local Tesla dealer now has about a dozen CT's just sitting there waiting on the lot. I guess those alleged pre-order owners are in no hurry to take delivery of them. Been seeing them there for almost two weeks now.

@737smartin 2 дня назад

Deliveries being up means Deliveries weren't down. Does not = 'means nothing.' 🤦‍♂️

@sdavid8000 2 дня назад

There's no such thing as a Tesla dealer

@free-qe6wx 2 дня назад

@@737smartin Deliveries are actually down YOY for this quarter by around 23k units. You should check your facts.

@free-qe6wx 2 дня назад

@@sdavid8000 Except there are dozens of full fledged Tesla dealers in the US alone, and there happens to be one in my city.

@737smartin 2 дня назад

@free-qe6wx A rational person understands a statistic can be up in three frames of reference, but still be down in other frames of reference. You're exposing yourself as a blinded hater. I'm sorry for whatever loss you've suffered that has poisoned your ability to analyze Tesla rationally. 😞

@sirus312 2 дня назад

wow youtubers came back to pump the stock! very odd timing

@MossMini 2 дня назад

GM better to invest in.

@rambo321 2 дня назад

Bears crying loooool

@KilgoreTroutAsf 2 дня назад

Surge? They actually went DOWN year to year.

@sdpryce День назад

Nah 10.2% in a day is a surge 😊 I bought in 2016 😂 I think I'm up 😊

@dwj9099 День назад

5% decrease.

@lim226 2 дня назад

First

@wheatandtares9764 2 дня назад

FWD PE is over 100 and why should margins improve if you sell cars with a 0,99% financing rate. Sure Energy storage profit will be solid. But Elon Musk said they could sell cars with zero profit so they can dish out cars to rake in earnings from FSD. I actually believe Elon would go so far as do exactly that. How high are the profit margins on each car that is on sale right now(compared to 2023) PLUS the 0,99% financing rate? They probably make no profit on those cars. Somebody correct me if Im wrong?

@richpalmisano1740 2 дня назад

As I understand it, Tesla has aproximately $7-10k of margin in the 3-Y depending on the variant of course. The Performance variants have a bit more. A $40K vehicle, no $ down, 60 months, 7.9% is about $800/mo. Same loan at 0.99% is $680/mo. Over the term of the loan the savings to the consumer is $7200. I'm not sure how much Tesla is footing the bill for these rate buy downs. I would assume they might get a deal of about 2-3% from a motivated lender, or half. That means they will still profit approximately $3-5K per vehicle on that basis.

@dphuntsman 2 дня назад

You’re wrong. Tesla is the only EV company on Earth making a profit on EVs.

@mlsasd6494 2 дня назад

@@dphuntsmansource?

@sdpryce День назад

100% wrong. Don't get all your "data" from mainstream media, they hate Tesla and Elon, mostly made up nonsense. Check the facts, they make almost $10k on every car they sell. Nobody else makes a dime on an EV. That's before fsd is solved. ❤❤❤

@IamnotJokic 2 дня назад

Why didn’t you make any videos when Tesla’s numbers were going down?

@lukasfoo 2 дня назад

he had some personal family health issues to deal with. Givehim a break.

@IamnotJokic 2 дня назад

@@lukasfoo but when it comes to positive tsla news he’s able to make videos?

@sdpryce День назад

@IamnotJokic he has been back for a short while and produced videos Q1 when they were down. Get a grip. I've been following Dave for years and he produces videos whatever the stock does. We love Dave, you...not so much 😂😂😂

@IamnotJokic День назад

@@sdpryce that’s a lot of copium.

@yuanli6224 2 дня назад

shorter and shorter 😂

@KilgoreTroutAsf 2 дня назад

It will be so funny when four different car companies develop full autopilot before Tesla does, and Tesla stock collapses to its actual price of about $25 per share.

@pawanbrar8 2 дня назад

😂😂 RIP your dream bro 😂😂

@BoshersYarzabal 2 дня назад

Hallelujah!!!! The daily jesus devotional has been a huge part of my transformation, God is good 🙌🏻🙌🏻🙌🏻🙌🏻🙌🏻was owning a loan of $47,000 to the bank for my son's brain surgery (David), Now I'm no longer in debt after I invested $8,000 and got my payout of $270,500 every months,God bless Christy Fiore 🇺🇸🇺🇸🇺🇸..

@IvanPaula-ck9sl 2 дня назад

Hello!! how do you make such monthly, I’m a born Christian and sometimes I feel so down of myself 😭 because of low finance but I still believe God

@JulienTchotcho 2 дня назад

Thanks to my co-worker (Carson ) who suggested Ms Christy Fiore

@DegeorgeGoswami 2 дня назад

After I raised up to 525k trading with her I bought a new House and a car here in the states🇺🇸🇺🇸 also paid for my son's surgery….Glory to God, shalom.

@MeislerFoulger 2 дня назад

She's a licensed broker here in the states🇺🇸 and finance advisor.

@AndreHsieh 2 дня назад

I've always wanted to be involved for a long time but the volatility in the price has been very confusing to me. Although I have watched a lot of RU-vid videos about it but I still find it hard to understand

@litestuffllc7249 2 дня назад

A stupid analysis. So they sold more cars "than expected" by miniscule 4000 cars. Big deal; those figures were already adjusted down due to last quarters failure to meet expectations. The obvious big question is - is Tesla making money at all? Tesla has cut prices, how many were leases with potential losses down the line? - how much has that cut into the profitablity of the company? While they did basically meet the reduced expectations - They had volume losses in China of 27% and losses in Germany; total annual production is not expected to be above last year ; but they cut prices .. are they in the red or managing to keep their head above water.

@Frenchy78180 2 дня назад

Remember last quarter they reported a profit even though they delivered 375k. So since they dejected 440k cars…..and that includes higher margin car (cybertruck, model 3 performance)….what do you think? Do you still think they won’t report a profit…and look at energy. And fsd subscription….still not convinced?

@jakesiu7773 2 дня назад

They made a big push for delivery with .99% APR last month...their profit margin gonna suffer even further.

@litestuffllc7249 День назад

@@Frenchy78180 Ok Frenchy; but has Tesla made any money on even these 100k cybertrucks? My take is not they are not; or they'd delivery other models as well; the 4680 has been an albatross. The base Y price has dropped a further $1000. Prior profit per car was approx $2000 last quarter. A drop to break even or worse would of course be a negative. How many of these deliveries are leases? A lease isnt a profit; it should be eventually; but until they sell it; it respresents a liability. How many were leases last quarter? The Entire BEV segment is under huge pressure. Your observation is the Model 3 performance should be a wider margin. Is it? Are the Batteries US sourced or Chinese; if chinese they get no subsidy; this or which ever modesl use Chinese cells represents a negative; same would be true last quarter probably. They Y is cheaper now because the cells are US made?

@sdpryce День назад

Think you are missing a lot. Energy, AI, fsd. You should think about shorting the company 😂 I listened to this nonsense about Amazon for years. When you are growing your business this quickly and investing billions why care about todays profit? It's about the future 😊❤ Where you one of those saying "Amazon will never make a profit" also? 😊😂

@Robert_Angelo 2 дня назад

Year over year down 5% but keep shilling for your overlord.

@sdpryce День назад

What about over 5 or 10 years? 😂 This chanel isn't for traders. Elon is the greatest visionary of our time. Anyone who hates on him must also hate America 🇺🇸 very sad little people 😢😂😂😂

@bartvanderheijden7055 2 дня назад

So 5% less deliveries than Q2 2023. In short a disaster for a growth company with a P/E of 58. Common Dave you can do better in analysis.

@BrunoHeggli-zp3nl 2 дня назад

Just tell the cultists what they want to hear!Thats how he makes Money!

@iCozzh 2 дня назад

Agreed however, many see this Q as the turning point for growth re acceleration regarding margins, cars sold and car models in the line up. Interest rates should start to fall end of this year and a lot of people have held off buying new cars for that very reason or due to economic fears, the average consumer should start to ramp up their spending end of this year well into next, hopefully in time for the Model Y refresh. A hell of a lot of this companies stock price is reliant on robo taxi/FSD, thankfully progress in that department is doing better than ever. Having TSLA in your portfolio is High Risk High Reward, personally I have faith Elon can pull it off.

@KrustyKlown 2 дня назад

Forward PE is EVEN HIGHER .. 85 today, the expectation is FURTHER declines in sales, with NO guidance of being anything more than just a car company.

@KrustyKlown 2 дня назад

@@iCozzh Turning point?? Not when the forward PE is 83 vs a PE of 59 .. that comes from Tesla's guidance, Tesla does NOT agree with you. Any possible turning point is more than a year out... and based on moderate Cybertruck interest, and NO NEW high volume platforms going into production within the next 4 years .. that turnaround, if ever, is 5+ years out.

@iCozzh 2 дня назад

@@KrustyKlown No new models in 4years is horse shit and you know it💀. Turning point in the fact that deliveries, margins and model line up wont be this low ever again.