TESLA LOOKS SET TO SURPRISE FOR Q1 EARNINGS

EV Channels Review

This video provides a detailed preview of Tesla's Q1 2022 earnings report, with the host, Rob Maurer, expressing optimism for a significant beat against analyst consensus. Maurer highlights increased average selling prices, driven by a mix shift towards higher-trim and long-range models, as well as the continued impact of 2021 price increases. He also anticipates lower operating expenses due to the non-recurring CEO payroll tax and the winding down of Elon Musk's stock-based compensation plan. While acknowledging uncertainties like the ramp-up of Giga Berlin and supply chain challenges, Maurer's forecast suggests a strong performance, particularly in automotive gross margin. Key discussion points for the earnings call include the potential presence of Elon Musk, updates on 4680 cell and Giga Berlin ramps, and the status of the Shanghai factory and broader supply chain.