>I am looking at Q2 statement and gross margin before ZEV is 20%. With ZEV it is 21%. The statement given is ex ZEV and stock based comp, not ex ZEV/GHG and Services/Other. ZEV/GHG accounted for ~2% of margin in the…
Tesla automotive does not have a 20% margin, it's much closer to 10%. In the '18-H letter they claimed 20% margins including ZEV/GHG credits and added back Services & Other (in all Tesla 10-Q's the Services & Other are…
How are they going to sell the battery factory when it's owned by Panasonic, not Tesla?
>I am looking at Q2 statement and gross margin before ZEV is 20%. With ZEV it is 21%. The statement given is ex ZEV and stock based comp, not ex ZEV/GHG and Services/Other. ZEV/GHG accounted for ~2% of margin in the…
Tesla automotive does not have a 20% margin, it's much closer to 10%. In the '18-H letter they claimed 20% margins including ZEV/GHG credits and added back Services & Other (in all Tesla 10-Q's the Services & Other are…
How are they going to sell the battery factory when it's owned by Panasonic, not Tesla?