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?
