Red pilled doesn't mean conservative. It means that you believe that the media publishes narratives to push an agenda, not the truth, and they can't be trusted. That doesn't mean that you can't consume it and find valuable information, or just means that when you read an article from the NYTimes that you don't totally accept what they say by default.

Anyone with any level of critical thinking skills and the will to use them, should be 100% aware of this reality.

hph6203 said:

---

Q3 earnings report:
Auto Revenue: 18.7 Billion
-Of which regulator credits: 286 million
-GAAP Net Income: 3.292 billion
-GAAP Net Less Regulatory Credits: 3.006 billion

https://tesla-cdn.thron.com/static/WTULXQ_TSLA_Q3_2022_Update_KPK2Y7.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22tsla-q3-2022-update.pdf%22

---

One Qtr. That can be deceiving in many aspects.

Based on my subsequent post with a link from 3/2021, which stated:

Quote:

---

Tesla generated about $1.58 billion in revenue from sales of regulatory credits last year and has never been profitable on an annual basis without credit sales to bolster its automotive margins.

---

Annually:

Pretax Income:
2021: $6,343M
2020: $1,154M <- The year referenced that was subsidized with $1.58B
2019: ($ 665M)
2018: ($1,005M)

I haven't dug into his 2021 Financials. While they may be profitable, I think once you take away the Subsidies, Tax Credits, there is plenty to see. What I also don't know is how they handle pre-purchases. I'm not an Accountant, but there are certain requirements on recognizing revenue.

Eyeballing this link, indicates they were probably about the same. So, of the $6.343B, about 25% was regulatory credits.

Tax Credits, IIRC are about $7,500 per car upto 200,000. About another $1.5B?

So, Governments are providing half of what their pre-tax income was for 2021.

They recognize revenue as they are delivered, not ordered. That means the customer actually has to take delivery, they cannot recognize it if it's on a semi, and they cannot recognize it if it's on a ship. They recognize a proportion of their software sales from FSD software as a percentage of completion, meaning they have a stockpile of unrecognized revenue to recognize as the program progresses. You are looking at data from years ago, prior to them opening a second factory, in some instances impaired by the construction and ramp of that factory. They have not been unprofitable less regulatory credits since Q2 2021. Over a year. What happened in Q2 2021? Their factory in China became profitable (shift from Capex cost to revenue producing). They are less profitable than they will be, right now, because they are spending money on increasing production at their factories in Texas and Berlin.

Tesla does not have EV credits anymore. They hit the vehicle max in 2018 and it was gone by the end of 2019. 2020, 2021, and 2022 included zero EV credits. They will have EV credits again in 2023 as EV Credits were included in Biden's "Inflation" "Reduction" Act. Elon Musk advocated against the credits.

The link you referenced is recognition of ZEV credits for their Q2 disclosures, because their factory in Shanghai was shut down for weeks due to China's zero COVID policy. That policy has expired. Less those shutdowns Tesla's Q2 would have looked like their Q3. Regulatory credits represent <10% of overall profitability. That tells you that Tesla has credits to recognize, and they recognize them at a rate less than they can recognize them, because they don't need to in order to make their balance sheet look good.

As they grow the impact of new factory expansions will represent a smaller and smaller part of their business. They are not just profitable, they are the most profitable mass-market car company in the world on a per-unit basis. They are set to announce the constructions of another new factory in Mexico at the beginning of next year. They are just getting started.

"I was wrong, my data was old." <- Try it. It'll feel good.

The surest sign that some progressives are completely brainwashed by the propaganda is this Twitter escapade. It's shocking to me to see them frothing at the mouth at a guy for protecting one of the paramounts of classical liberalism, free speech.

It must be heart breaking for true free thinking liberals like Tanya to see their once brethren completely brainwashed by the Pravda induced hysteria.

Social media was an insane weapon to give to those who wish to control the weak minded. The only way to battle for truth is the free exchange of ideas.

And that goes both ways, progressives. Both parties have been wrong and done stupid **** at times. Could you imagine if Bush/Cheney had this level of control over the narrative during Iraq? There would have been zero doubt that weapons of mass destruction were found and anyone that said otherwise was a misinformation spreading conspiracy theorists who wants grandma to die to Saddams Scuds.

It was good that dissent was allowed to grow against the war as the truth came out. If you let any side have the control the extreme progressives had amassed the last decade mostly from the fluskish nature of the silicon valley explosion, the truth never comes out. That's terrifying. Legitimately. For anyone.

I truly, truly hope that some of you are starting to see that. Elon really might have saved this country.

My Name Is Judge said:

---

Lmfao

You know it's gotten real when the progressive mouth breathers are trying to call out Tanya for "violent urges"


Yikes

---

Tanya dared to leave the plantation for a moment. Gotta smack her back in line.

In case you're hung up on it being only one quarter.

Last 4 qtrs
Q4 2021: 2,321 (314)
Q1 2022: 3,318 (679)
Q2 2022: 2,259 (344)
Q3 2022: 3,292 (286)
Total: 11,190 (1,623)
GAAP Net Income (Regulatory Credits)

Higher than they'd like on regulatory credits, because of China related shutdowns. They are not profitable due to government subsidizing. Their automotive margins are around double the industry.

aggievaulter07 said:

---

hph6203 said:

---

Quite honestly I don't know how you can read that and think "yeah, it's wrong that he banned these people".

If I were Elon I'd be getting on my jet, flying to that kids town, he'd know I was coming and I'd beat the every living crap out of him. Then give him 500k for his broken jaw.

---

Some form of violence is the solution to pretty much everything for today's Republican Party, huh?

---

I'm not a Republican, how dare you think it such binary terms. That's discriminatory to non-binary people.

DallasAg 94 said:

---

hph6203 said:

---

Q3 earnings report:
Auto Revenue: 18.7 Billion
-Of which regulator credits: 286 million
-GAAP Net Income: 3.292 billion
-GAAP Net Less Regulatory Credits: 3.006 billion

https://tesla-cdn.thron.com/static/WTULXQ_TSLA_Q3_2022_Update_KPK2Y7.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22tsla-q3-2022-update.pdf%22

---

One Qtr. That can be deceiving in many aspects.

Based on my subsequent post with a link from 3/2021, which stated:

Quote:

---

Tesla generated about $1.58 billion in revenue from sales of regulatory credits last year and has never been profitable on an annual basis without credit sales to bolster its automotive margins.

---

Annually:

Pretax Income:
2021: $6,343M
2020: $1,154M <- The year referenced that was subsidized with $1.58B
2019: ($ 665M)
2018: ($1,005M)

I haven't dug into his 2021 Financials. While they may be profitable, I think once you take away the Subsidies, Tax Credits, there is plenty to see. What I also don't know is how they handle pre-purchases. I'm not an Accountant, but there are certain requirements on recognizing revenue.

Eyeballing this link, indicates they were probably about the same. So, of the $6.343B, about 25% was regulatory credits.

Tax Credits, IIRC are about $7,500 per car upto 200,000. About another $1.5B?

So, Governments are providing half of what their pre-tax income was for 2021.

---

Tesla ran out of tax credits in 2020 IIRC. They'll get some more in 2023 but it's limited.

And how does the $7,500 tax credit I GET on my return get into Tesla's pocket? Do they get one too when I buy the car?

hph6203 said:

---

They recognize revenue as they are delivered, not ordered. That means the customer actually has to take delivery, they cannot recognize it if it's on a semi, and they cannot recognize it if it's on a ship. They recognize a proportion of their software sales from FSD software as a percentage of completion, meaning they have a stockpile of unrecognized revenue to recognize as the program progresses. You are looking at data from years ago, prior to them opening a second factory, in some instances impaired by the construction and ramp of that factory. They have not been unprofitable less regulatory credits since Q2 2021. Over a year. What happened in Q2 2021? Their factory in China became profitable (shift from Capex cost to revenue producing). They are less profitable than they will be, right now, because they are spending money on increasing production at their factories in Texas and Berlin.

Tesla does not have EV credits anymore. They hit the vehicle max in 2018 and it was gone by the end of 2019. 2020, 2021, and 2022 included zero EV credits. They will have EV credits again in 2023 as EV Credits were included in Biden's "Inflation" "Reduction" Act. Elon Musk advocated against the credits.

The link you referenced is recognition of ZEV credits for their Q2 disclosures, because their factory in Shanghai was shut down for weeks due to China's zero COVID policy. That policy has expired. Less those shutdowns Tesla's Q2 would have looked like their Q3. Regulatory credits represent <10% of overall profitability. That tells you that Tesla has credits to recognize, and they recognize them at a rate less than they can recognize them, because they don't need to in order to make their balance sheet look good.

As they grow the impact of new factory expansions will represent a smaller and smaller part of their business. They are not just profitable, they are the most profitable mass-market car company in the world on a per-unit basis. They are set to announce the constructions of another new factory in Mexico at the beginning of next year. They are just getting started.

"I was wrong, my data was old." <- Try it. It'll feel good.

---

Boom - Right on the money!!!

agracer said:

---

DallasAg 94 said:

---

hph6203 said:

---

Q3 earnings report:
Auto Revenue: 18.7 Billion
-Of which regulator credits: 286 million
-GAAP Net Income: 3.292 billion
-GAAP Net Less Regulatory Credits: 3.006 billion

https://tesla-cdn.thron.com/static/WTULXQ_TSLA_Q3_2022_Update_KPK2Y7.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22tsla-q3-2022-update.pdf%22

---

One Qtr. That can be deceiving in many aspects.

Based on my subsequent post with a link from 3/2021, which stated:

Quote:

---

Tesla generated about $1.58 billion in revenue from sales of regulatory credits last year and has never been profitable on an annual basis without credit sales to bolster its automotive margins.

---

Annually:

Pretax Income:
2021: $6,343M
2020: $1,154M <- The year referenced that was subsidized with $1.58B
2019: ($ 665M)
2018: ($1,005M)

I haven't dug into his 2021 Financials. While they may be profitable, I think once you take away the Subsidies, Tax Credits, there is plenty to see. What I also don't know is how they handle pre-purchases. I'm not an Accountant, but there are certain requirements on recognizing revenue.

Eyeballing this link, indicates they were probably about the same. So, of the $6.343B, about 25% was regulatory credits.

Tax Credits, IIRC are about $7,500 per car upto 200,000. About another $1.5B?

So, Governments are providing half of what their pre-tax income was for 2021.

---

Tesla ran out of tax credits in 2020 IIRC. They'll get some more in 2023 but it's limited.

And how does the $7,500 tax credit I GET on my return get into Tesla's pocket? Do they get one too when I buy the car?

---

No cars quailfy for the 7500 tax credit.

Agthatbuilds said:

---

WaltonAg18 said:

---

Frederick Palowaski said:

---

Thanks for finally admitting you think freedom of speech is a "right wing ideology".

---

"freedom of speech" to your ilk really just means "my opinions and the ones I agree with should be boosted"

---

Not to derail from the op fail, but, posting where various jets are is not free speech.

It's a security measure for people like Elon to enact such protocols to make it harder to track his whereabouts, especially since his is the current darling of the left.

It's simply not free speech and equating it a such makes you look stupid.

---

Whoa @elonmusk they just doxxed the WHOLE WORLD https://t.co/zfv5gkw7QX

— James McLeod (@jamespmcleod) December 15, 2022

agracer said:

---

DallasAg 94 said:

---

hph6203 said:

---

Q3 earnings report:
Auto Revenue: 18.7 Billion
-Of which regulator credits: 286 million
-GAAP Net Income: 3.292 billion
-GAAP Net Less Regulatory Credits: 3.006 billion

https://tesla-cdn.thron.com/static/WTULXQ_TSLA_Q3_2022_Update_KPK2Y7.pdf?xseo=&response-content-disposition=inline%3Bfilename%3D%22tsla-q3-2022-update.pdf%22

---

One Qtr. That can be deceiving in many aspects.

Based on my subsequent post with a link from 3/2021, which stated:

Quote:

---

Tesla generated about $1.58 billion in revenue from sales of regulatory credits last year and has never been profitable on an annual basis without credit sales to bolster its automotive margins.

---

Annually:

Pretax Income:
2021: $6,343M
2020: $1,154M <- The year referenced that was subsidized with $1.58B
2019: ($ 665M)
2018: ($1,005M)

I haven't dug into his 2021 Financials. While they may be profitable, I think once you take away the Subsidies, Tax Credits, there is plenty to see. What I also don't know is how they handle pre-purchases. I'm not an Accountant, but there are certain requirements on recognizing revenue.

Eyeballing this link, indicates they were probably about the same. So, of the $6.343B, about 25% was regulatory credits.

Tax Credits, IIRC are about $7,500 per car upto 200,000. About another $1.5B?

So, Governments are providing half of what their pre-tax income was for 2021.

---

Tesla ran out of tax credits in 2020 IIRC. They'll get some more in 2023 but it's limited.

And how does the $7,500 tax credit I GET on my return get into Tesla's pocket? Do they get one too when I buy the car?

---

Doesn't it stand to reason that they priced the car $7500 more than they otherwise could have due to the subsidy?

There's this thing called PIA that allows a plane not to show up on public tracking websites.

https://nbaa.org/aircraft-operations/security/privacy/privacy-icao-address-pia/

Quote:

---

Non-FAA, third-party data sources are able to capture ICAO aircraft addresses directly from ADS-B Out transmissions.

To address the privacy concerns with access to this data, the FAA has created the Privacy ICAO Address (PIA) program, which allows operators to use alternate, ICAO aircraft addresses that aren't tied to an aircraft in the Civil Aviation Registry (CAR).

---

So, no, simply posting flight aware isn't going to do it.

Jack Sweeney created a code to find Elon and other like people's planes which used a back door way to attach the tail number to the acars code.

Now, Sweeney says it's all public info and he just created a system to find and track Elon. He's wrong. He took advantage of a loophole in the govt privacy system that allows a backdoor way to track aircraft of the pia system.

The PIA system is meant to protect flight info. So, Sweeney is, at the very least, violating the spirit of PIA.


Again, no matter how much you, or those journos melting down over being suspended for a couple days, cry about this, this is not a free speech issue.

Agthatbuilds said:

---

There's this thing called PIA that allows a plane not to show up on public tracking websites.

https://nbaa.org/aircraft-operations/security/privacy/privacy-icao-address-pia/

Quote:

---

Non-FAA, third-party data sources are able to capture ICAO aircraft addresses directly from ADS-B Out transmissions.

To address the privacy concerns with access to this data, the FAA has created the Privacy ICAO Address (PIA) program, which allows operators to use alternate, ICAO aircraft addresses that aren't tied to an aircraft in the Civil Aviation Registry (CAR).

---

So, no, simply posting flight aware isn't going to do it.

Jack Sweeney created a code to find Elon and other like people's planes which used a back door way to attach the tail number to the acars code.

Now, Sweeney says it's all public info and he just created a system to find and track Elon. He's wrong. He took advantage of a loophole in the govt privacy system that allows a backdoor way to track aircraft of the pia system.

The PIA system is meant to protect flight info. So, Sweeney is, at the very least, violating the spirit of PIA.


Again, no matter how much you, or those journos melting down over being suspended for a couple days, cry about this, this is not a free speech issue.

---

Basically, an invasion of privacy and possible stalking charges. How do people not get that these are not okay, much less legal? I'd call it being willfully ignorant but even that takes some semblance of understanding and decision making. Many of these idiots simply don't appear to have the brainpower.

Tesla is still sliding and hit a two-year low.

Ford (+1%) and GM (+8%) up over the past six months.

Investors calling for him to step aside at Tesla or Twitter or both.

BobaFettsClone said:

---

Agthatbuilds said:

---

So, no, simply posting flight aware isn't going to do it.

Jack Sweeney created a code to find Elon and other like people's planes which used a back door way to attach the tail number to the acars code.

Now, Sweeney says it's all public info and he just created a system to find and track Elon. He's wrong. He took advantage of a loophole in the govt privacy system that allows a backdoor way to track aircraft of the pia system.

The PIA system is meant to protect flight info. So, Sweeney is, at the very least, violating the spirit of PIA.


Again, no matter how much you, or those journos melting down over being suspended for a couple days, cry about this, this is not a free speech issue.

---

Basically, an invasion of privacy and possible stalking charges. How do people not get that these are not okay, much less legal? I'd call it being willfully ignorant but even that takes some semblance of understanding and decision making. Many of these idiots simply don't appear to have the brainpower.

---

Well nothing happened when they doxxed SCOTUS and protested at their private residences before the opinion was released in an effort to intimidate and obstruct the function of SCOTUS, and absolutely ZERO was done about it.

P.U.T.U said:

---

Elon has been saying for a while that he thinks Tesla stock is too high.

Maybe it is just me but I am seeing more Teslas on the road more than ever. As a long term stock I would not be too worried, especially with the status of the current market.

---

He is just now getting competition from the big manufacturers,

AggieCo2023 said:

---

Tesla stock is now down 52% since Elon Musk offered to buy Twitter in April, losing over half a trillion dollars in market valuation.

In just the six and a half weeks since Musk took over Twitter on October 28, Tesla stock is down 31%, losing $225 billion in value. pic.twitter.com/W1ukdbpkte

— 🦀 Jon Schwarz 🦀 (@schwarz) December 14, 2022

Whatever one may think of Elon and his new conservative politics, it is an extremely questionable move to become a public spokesperson for right wing ideology while running an electric car and solar panel company. Liberals were probably 75% of his customers (at least) and he has completed lost them. I predict Tesla stock price will continue to plummet as Elon is clearly distracted and prioritizing Twitter.

---

Why I posted this a few weeks back.

https://texags.com/forums/16/topics/3347969/replies/63800133

BurntOrangeIsBeautiful said:

---

Tesla is still sliding and hit a two-year low.

Ford (+1%) and GM (+8%) up over the past six months.

Investors calling for him to step aside at Tesla or Twitter or both.

---

How much are Ford and GM now worth? Oh, nearly 1/5th, of Tesla, combined.

Garrelli 5000 said:

---

TxAgPreacher said:

---

AggieCo2023 said:

---

Whatever one may think of Elon and his new conservative politics, it is an extremely questionable move to become a public spokesperson for right wing ideology while running an electric car and solar panel company. Liberals were probably 75% of his customers (at least) and he has completed lost them. I predict Tesla stock price will continue to plummet as Elon is clearly distracted and prioritizing Twitter.

---

LOL he is not right wing. Center left is not right wing.

---

When you live with your head up your ass like most liberals it can be difficult to discern right from left

---

Or man from woman? lol. My dogs are smarter than them.

AggieCo2023 said:

---

Tesla stock is now down 52% since Elon Musk offered to buy Twitter in April, losing over half a trillion dollars in market valuation.

In just the six and a half weeks since Musk took over Twitter on October 28, Tesla stock is down 31%, losing $225 billion in value. pic.twitter.com/W1ukdbpkte

— 🦀 Jon Schwarz 🦀 (@schwarz) December 14, 2022

Whatever one may think of Elon and his new conservative politics, it is an extremely questionable move to become a public spokesperson for right wing ideology while running an electric car and solar panel company. Liberals were probably 75% of his customers (at least) and he has completed lost them. I predict Tesla stock price will continue to plummet as Elon is clearly distracted and prioritizing Twitter.

---

Any updates, OP?

akm91 said:

---

As other's have said previously, tech stocks are all down in the same time frame:

• Meta's down 45%
• Google down 26%
• Amazon down 39%
• Salesforce down 29%

---

I've been grabbing way more AMZN than I probably should.

AggieCo2023 said:

---

Tesla stock is now down 52% since Elon Musk offered to buy Twitter in April, losing over half a trillion dollars in market valuation.

In just the six and a half weeks since Musk took over Twitter on October 28, Tesla stock is down 31%, losing $225 billion in value. pic.twitter.com/W1ukdbpkte

— 🦀 Jon Schwarz 🦀 (@schwarz) December 14, 2022

Whatever one may think of Elon and his new conservative politics, it is an extremely questionable move to become a public spokesperson for right wing ideology while running an electric car and solar panel company. Liberals were probably 75% of his customers (at least) and he has completed lost them. I predict Tesla stock price will continue to plummet as Elon is clearly distracted and prioritizing Twitter.

---

Makes no sense to the fleshly worldly mind. Makes all the sense in the world to the spiritual mind.

The tweet was deleted

TTUArmy said:

---

akm91 said:

---

As other's have said previously, tech stocks are all down in the same time frame:

• Meta's down 45%
• Google down 26%
• Amazon down 39%
• Salesforce down 29%

---

I've been grabbing way more AMZN than I probably should.

---

Same here

aggievaulter07 said:

---

hph6203 said:

---

Quite honestly I don't know how you can read that and think "yeah, it's wrong that he banned these people".

If I were Elon I'd be getting on my jet, flying to that kids town, he'd know I was coming and I'd beat the every living crap out of him. Then give him 500k for his broken jaw.

---

Some form of violence is the solution to pretty much everything for today's Republican Party, huh?

---

Wild, baseless accusations are the response to pretty much anyone who disagrees with any opinion, no matter how radical, of today's democrat party, huh?

lol. You say "baseless". I say read the post I quoted.

Not that you care, but I'm neither a Republican nor a Democrat. Both parties have done a swell job of trying to out-insane, and out-extreme the other. But, from the sidelines, it's pretty easy to spot the one that has the affinity for violence.

oh no said:

---

amazing how free speech = fascism to the programmed npc's now

government influencing powerful monopolies to censor ideas and opinions of their political opponents that go against big government's approved narratives, banning and silencing big government's political opponents, censoring news stories that might be bad press for the political elite big government socialist party--- this is heroic, righteous, and just. Exposing all of that and allowing discussion that goes against big government's wishes, well that is obviously evil and fascist.

---

Yes, fascism indeed.

35. Yoel Roth, Twitter’s former head of Trust & Safety, had to explain that optimism wasn’t misinformation. pic.twitter.com/1pj8uvzWR1

— David Zweig (@davidzweig) December 26, 2022