Q3 2017

[vigge50]

- Surpassed 250,000 vehicles delivered since inception
- Record Model S and Model X net orders and deliveries in Q3 2017
- About 100,000 Model S and X deliveries projected for 2017
- Model 3 production steadily increasing
- Cash balance of $3.5B entering Q4 2017

http://files.shareholder.com/downloads/ ... 017-3Q.pdf

[Kulingen]

- Surpassed 250,000 vehicles delivered since inception
- Record Model S and Model X net orders and deliveries in Q3 2017
- About 100,000 Model S and X deliveries projected for 2017
- Model 3 production steadily increasing
- Cash balance of $3.5B entering Q4 2017

http://files.shareholder.com/downloads/ ... 017-3Q.pdf

LOVANDE
- Model 3 production steadily increasing

[Andersen]

"Model 3 has been designed for manufacturability, so the car itself is not difficult to build. That said, the Model 3 production process will be vastly more automated than the production process of Model S, Model X or almost any other car on the market today, and bringing this level of automation online is simply challenging in the early stages of the ramp. We continue to make progress resolving early bottlenecks related to these issues, and there remain no fundamental problems with our supply chain or any of our production processes.

Several manufacturing lines, such as drive unit, seat assembly, paint shop and stamping, have demonstrated a manufacturing ability in excess of 1,000 units per week during burst builds of short duration. Other lines, such as battery pack assembly, body shop welding and final vehicle assembly, have demonstrated burst builds of about 500 units per week and are ramping up quickly. Likewise, cell production at Gigafactory 1 continues to ramp, and current cell production makes it one of the largest battery cell manufacturing facilities in the world."

"To date, our primary production constraint has been in the battery module assembly line at Gigafactory 1, where cells are packaged into modules. Four modules are packaged into an aluminum case to form a Model 3 battery pack. The combined complexity of module design and its automated manufacturing process has taken this line longer to ramp than expected. The biggest challenge is that the first two zones of a four zone process, key elements of which were done by manufacturing systems suppliers, had to be taken over and significantly redesigned by Tesla. We have redirected our best engineering talent to fine-tune the automated processes and related robotic programming, and we are confident that throughput will increase substantially in upcoming weeks and ultimately be capable of production rates significantly greater than the original specification.

While we continue to make significant progress each week in fixing Model 3 bottlenecks, the nature of manufacturing challenges during a ramp such as this makes it difficult to predict exactly how long it will take for all bottlenecks to be cleared or when new ones will appear. Based on what we know now, we currently expect to achieve a production rate of 5,000 Model 3 vehicles per week by late Q1 2018, recognizing that our production growth rate is like a stepped exponential, so there can be large forward jumps from one week to the next. We will provide an update when we announce Q4 production and delivery numbers in the first few days of January. With respect to the timing for producing 10,000 units per week, it has always been our intention to implement that capacity addition after we have achieved a 5,000 per week run rate. That will enable us to make the next generation of automation even better while making our capex spend significantly more efficient."

[vigge50]

Nu börjar samtalet

http://ir.tesla.com/events.cfm

[12man]

Nyare bilar/kvalite/kunder/generositet kontra tidigare
Från pdf'en

(In thousands)
3 Months Ended 9 Months Ended
Sept 30, June 30, Sept 30, Sept 30, Sept 30,
2017 2017 2016 2017 2016
Revenues
Services and other 304,281 216,161 126,375 713,168 308,849

Cost of Revenues
Services and other 367,401 271,169 120,359 852,446 295,310

Om jag ser/räknar rätt
Q3-17 minus 63musd
Q2-17 minus 55musd
Q3-16 plus 5musd
Q1-Q3-17 minus 139musd
Q1-Q3-16 plus 14musd

[12man]

Meen Kanske ligger superchargers under detta?

[vigge50]

Meen Kanske ligger superchargers under detta?

Det gör det nog inte men jag tror Elon sa under samtalet att en del av anledningen var att de börjat köpa in fler bilar för range service och deras utbyggnad av service center och butiker.

[SR-71-BlackBird]

Är det nån som sett några siffror på hur många miljarder det hittills plöjts ner i Tesla?