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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...
Is Tesla DOOMED? - Return of the "are they doomed" series
Tesla's future is a mix of promise and uncertainty, as it navigates challenges like declining sales and stalled expansion while maintaining strong efficiency and cash reserves Questions to inspire discussion Tesla's Technological Innovations 🔋Q: How did Tesla innovate with battery placement? A: Tesla was the first company to place batteries in the floor of the vehicle, leading to improved efficiency with the Model 3 achieving 221 Wh/mi and the Long Range at 231 Wh/mi. 🏭Q: What is the Giga Press and how does it impact Tesla's manufacturing? A: The Giga Press, manufactured by Idra Group, is the world's largest...