
Deutsche Bank Meeting, Holiday Software Update, Emissions Requirements, IIHS, Semi (12.21.21)
Tesla Daily: Tesla News & Analysis
00:00
The Key Takeaway From Tela's C3 Earnings Call
Second key take away from tela was strong confidence operating margin will keep expanding overtime. Third point, they write that third party data suggests production from shanghai is tracking it greater than 600 thousand units annualized. Point four, this is out of seven, by the way. Tesses us price increases this year are clearly out pacing commodities, but are necessary to balance axcess demand with supply and maintain acceptable weight times,. Currently six plus months for model three plus y, and one point three years for model s plus x.
Transcript
Play full episode