Tesla Inc (TSLA – Q1FY20) – TSLA delivers its first Model Y in Q1FY20; Ramps-up production at Fremont Gigafactory.

Tesla has enabled stop sign and traffic light recognition and breaking for its Early Access Program users at the end of Q1FY20 and to the wider public in April 2020. Megapack, a battery pack of up to 3 MWh that is preassembled at Gigafactory, Nevada as a single unit, is gaining traction. Currently, the demand
for this product remains above the company’s capacity. Its order book continues to expand due to multiple projects in the pipeline that are far bigger than the Hornsdale battery in South Australia. In Q1FY20, TSLA installed its 100,000th Powerwall.

Executive Summary

Financial Statements

– Income Statement and Forecast
– Balance Sheet
– Cash Flow
– Q1FY20 Results – Overview
– Segment Performance
– Q1FY20 – Expansion
– Q1FY20 – Conclusion
– GAAP to Non-GAAP reconciliation

Historical Performance

– Key Ratios
– Profitability Ratios, Asset Turnover Ratio, Growth Ratio
– Per share data

Product Performance and Key Developments

– Ownership
– Competitors

Valuation and Consensus Performance

– Relative Valuation
– Analyst Recommendations

Market Price Performance

CrispIdea Coverage