Tesla's Q4 Earnings Call: Listen to Tesla's Q and A

By Not a Tesla App Staff
Tesla is holding its 2023 Q4 earnings call today
Tesla is holding its 2023 Q4 earnings call today
Not a Tesla App

Tesla is holding its 2023 Q4 earnings call today at 2:30 pm PT / 5:30 pm ET / 10:30 pm UTC. The earnings call will be followed by a Q&A session with some of Tesla's executives, which will likely include Elon Musk.

There are several recent exciting events that we may hear more about during the earnings call.

Tesla's upcoming next-gen vehicle is now expected to start production next year, potentially paving the way for an unveiling announcement later this year. Additionally, Tesla has begun testing FSD v12 with non-employees, so they may be willing to share additional details about a wide release.

Watch Replay

The event is expected to be livestreamed on X.com, YouTube and on Tesla's website. However, it has been audio only in the past and is expected to be the same this quarter.

You can watch the event live on YouTube below.

Start Time

Tesla's livestream starts at 2:30 pm PT, which is the following times around the world:

2:30 pm Pacific Time

5:30 pm Eastern Time

10:30 pm UTC

10:30 pm - London, England

11:30 pm - Berlin, Germany

9:30 am (Jan 25th) - Sydney, Australia

Look Back at Tesla's 2023 Q4

In Q4 Tesla delivered 484,507 vehicles, up 38% year over year. Production was also up 35% over Q4 in 2022, with Tesla producing 494,989 vehicles.

For the year Tesla produced 1.84 million vehicles and delivered about 1.8 million.

Q&A Questions

The questions that are asked during Q&A come directly from investors and are voted on by investors. These top questions may be asked and answered during Tesla's Q&A session.

Next-Gen Car

Given that you moved the start of the next generation compact vehicle production to Austin, has the timeline improved so that we might see next generation platform vehicles in 2025?

Batteries

What has been the barrier to ramping 4680 cells into the multi million cells per week rate and when do you expect to get there?

When will Tesla have sufficient North American battery production to support the $7500 EV tax credit for the Model 3?

Stock

Should retail shareholders be concerned that Elon has stated he is uncomfortable expanding AI and robotics at Tesla if he doesn’t have 25% of voting ?

FSD

Has there been any progress made with an FSD licensing agreement with another company?

Could management please rank the following corporate initiatives by priority level: 1. FSD level 5 autonomy/wide release 2. 3rd generation platform release 3. Optimus commercialization

Optimus

What is the timeline for Optimus first production off volume production line and what are the barriers to getting there?

Cybertruck

How many cybertruck orders are in the queue and when do you anticipate you will be able to fulfill all existing orders?

A Better Routeplanner 5.0 Launches; Adds EV Charger Ratings Using Rivian Data

By Karan Singh
Not a Tesla App

A Better Routeplanner 5.0 launched yesterday, and there are some pretty awesome features coming to all EV owners courtesy of Rivian. Rivian purchased ABRP last year and has made good on its promises to continue its improvement and ensure it remains open to all EV owners.

Charger Scoring

Rivian recently added a feature that would rate any chargers compatible with Rivian vehicles. The list of chargers includes Rivian Adventure Network (RAN) chargers, Tesla Superchargers and any other compatible third-party chargers. The charger score is automatically calculated based on the station's average top speed and reliability.

With the launch of ABRP 5.0, Rivian is integrating its charger scores directly into the free tier of ABRP so that all EV owners can benefit. ABRP users will now be able to see charger scores, and ABRP will automatically route users to chargers with higher scores if they are available on your route.

Google Automotive

Another cool feature for ABRP is that it will now be available as an app to install and use directly in vehicles that support Google Automotive. Any EV that uses Google Automotive, including Volvo,  Polestar, Ford, and GM will support the in-system experience, which will also provide data for charger scoring and routing.

This will be an excellent way to hold third-party networks accountable, which have commonly suffered from uptime or speed issues.

Tesla’s Implementation

Tesla previously implemented a “Qualified Third-Party Charger” program, that would allow highly-rated third-party chargers that meet a strict set of requirements to be displayed directly in the vehicle. However, this is currently limited to Europe and parts of the Middle East. Within North America, Tesla only displays third-party Tesla destination chargers in addition to Superchargers.

While Tesla doesn’t directly show charger scores, they clearly are tracking charge data, and are providing the cream of the crop of third-party chargers for navigation where the program is available. We’d hope that this implementation of qualified third-party chargers also comes to North America, as NACS is becoming the de facto standard for charging.

If Tesla does expand the display of third-party chargers to other regions, it’ll likely be similar to what we see in Europe today, and won’t be as open as Rivian’s implementation in ABRP.

Tesla Begins Testing FSD in China

By Karan Singh
Not a Tesla App

Tesla was recently granted permission to test FSD on Chinese streets – specifically in Shanghai. Just recently, Elon Musk visited China and discussed the potential for FSD to come to China.

Gearing Up for FSD China

This is just the first step for Tesla to begin its customer deployments of FSD – Tesla conducts similar ADAS testing in North America, where special testing vehicles and testing employees run the latest FSD (Supervised) versions against a gamut of real-world, real-life tests.

Tesla has recently been working on translating FSD release notes into multiple languages, alongside building a data center in Shanghai and establishing an FSD Operations and Labelling team at the same center. These are the first, key steps to bringing FSD to a new market that has unique and different traffic rules when compared North America.

China doesn’t have the regulatory hurdles or challenges that Tesla faces in Europe to bring FSD and has been working with Chinese corporations as well as the government, which has now provided its official approval for FSD testing in-country.

We might even see FSD deployed to early testing customers in China by the end of 2025.

ADAS Competitors

There are quite a few competitors in the Chinese market already- with challengers like Xpeng and Xiaomi working on building their own homegrown systems, mostly driven by a mixture of cameras, radars, ultrasonic sensors, and LIDAR. However, many of these systems face similar challenges to other non-Chinese competitors and don’t have the mileage under their belts to tackle Tesla’s dominating lead in data and data processing.

European Union

Tesla is poising itself for an FSD rollout internationally, with increased testing also taking place in the UK, France, and Spain – some of the key locations with unique infrastructure in the European Union. However, some EU-specific regulations restrict how FSD can perform – each and every action must be manually approved by the driver. Until that regulation is changed to adapt to systems like FSD, it won’t be making its way there just yet.

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