I tweet a lot of charts showing how $TSLA has grown delivery volume and revenue dollars exponentially over the years, but here's a different way of slicing the data completely:
How does Tesla's average dollar of revenue break down by source? How does that change over time?
How does Tesla's average dollar of revenue break down by source? How does that change over time?
As you can see, Leasing, Energy, and Services & Other have had a hard time keeping up with the explosive growth in Automotive Sales and thus Regulatory Credit sales.
You may now be wondering how Tesla *spends* its average dollar of revenue. I was wondering the same thing...
You may now be wondering how Tesla *spends* its average dollar of revenue. I was wondering the same thing...
When Tesla spent more than the whole dollar, it posted Non-GAAP losses; when it spent less than the whole dollar, it posed Non-GAAP profits.
Revenue growth levers against fixed costs.
Revenue growth levers against fixed costs.
You’ll occasionally see smartish Tesla short sellers complain that Tesla is spending less on R&D or capital spending as a % of revenue than they used to. 👀
Well, yeah. That’s kind of the point of selling stuff to more people... called “economies of scale”... look into it.😂🤣
Well, yeah. That’s kind of the point of selling stuff to more people... called “economies of scale”... look into it.😂🤣
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