enrique sosa $BEYOND
86 posts

enrique sosa $BEYOND
@charrysosa
AVE28T2A



Yes, $TSLA could always raise configurator prices, but that’s not been the practice of the past 18 months, and that’s not how analysts model revenues for TSLA or any other company. Analysts build promotional spending (inventory discounts) into each quarter as a way of balancing production and current orders and to deal with seasonal buying patterns (e.g. fewer cars sold after the holidays). They then reassess the promo allowances every quarter based on history. TSLA has tried this tactic before — reducing inventory discounts and configurator prices simultaneously — but the inventory discounts always come back. Meanwhile, TSLA has destroyed 50% of its earnings power by cutting configurator prices which investors view as more permanent. If volumes increased to offset the price cuts that would be great but that clearly hasn’t happened to date. @MartinViecha @elonmusk














