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FSD revenue counts NOW - The March shift to "Supervised" changes everything
Tesla's Full Self-Driving (FSD) revenue recognition is complicated by regulatory challenges, potential lawsuits, and the distinction between immediate subscription revenue and deferred recognition for purchased features, raising concerns about the product's completion and resale value Questions to inspire discussion Financial Implications 🔢How does Tesla's revenue recognition for FSD differ between subscriptions and purchases? Tesla recognizes full revenue for FSD subscriptions as a beta/supervised product, while treating purchases as deferred revenue for a future product until FSD is feature complete. 💰What impact could Tesla's FSD revenue recognition have on earnings? A potential earnings surprise may occur if Tesla recognizes revenue against...