Re: nincs cím

Szerintem holnap nyitóra visszahúzzák, a gyj jó lett, érdekes lesz mg mit mondanak majd a gyj kommentárban.

Tesla's deliveries, spending to ramp in Q2 • 4:22 PM

Tesla (TSLA) produced 7,535 Model S units in Q1, up from Q4's 6,587 and above guidance of 7,400. The company delivered 6,457 units, slightly above guidance of 6,400 but below Q4's 6,892.

Tesla expects to produce 8.5K-9K Model S units in Q1, and to deliver 7,500. Leases are only expected to account for ~200 deliveries due to lead times.

Gross margin was 25.4%, +20 bps Q/Q in spite of a $2M reserve for underbody shield retrofits. GM is expected to improve slightly Q/Q in Q2, and to reach 28% in Q4.

SG&A spend rose 150% Y/Y to $117.6M, R&D spend rose 17% Q/Q and 48% Y/Y to $81.5M. SG&A is expected to grow 15% Q/Q, and R&D 30%.

Operating cash flow was $61M, and capex totaled $141M. The full-year capex forecast is still at $650M-$850M.

The company expects to be "marginally profitable" in Q2; the consensus is at $0.27. Full-year free cash flow is expected to be slightly negative.

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