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TSLA Rises After Q4 Earnings Report (01.26.23)

Tesla Daily: Tesla News & Analysis

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Is Tesla Still Going to Recognize Like a Billion Dollars More of Deferred Revenue?

I think one of the most important points to the call, at least in terms of the near term reaction was Zach's comment on margins. He was asked the questions about if average selling prices would decline below 47,000 or if gross margins, X credits would decline below 20%. Zach noted that quote, there is certainly a lot of uncertainty about how the year will unfold, but I'll share what's in our current forecast for the moment. Based upon these metrics here, we believe that will be above both of the metrics that are stated in the question. So maybe it happens, but there's no guarantee of that.

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