Tesla's Next-Gen Vehicle: What We Learned From Q4 Earnings Call
Portfolio Pulse from Anan Ashraf
During Tesla Inc's Q4 earnings call, CEO Elon Musk provided updates on the next-gen vehicle, expected to be produced at Gigafactory Texas with a lower price point than current models. Production is slated to begin in the second half of 2025, with a slower vehicle volume growth rate in 2024. The Cybertruck, starting deliveries in November, is not a gating factor for the new platform, which will continue using a 48-volt architecture.

January 25, 2024 | 8:30 am
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NEUTRAL IMPACT
Tesla's announcement of a next-gen vehicle with a lower price point and a production start in 2025 may generate investor excitement, but the anticipated slower growth rate in 2024 could temper expectations.
The news of a next-gen vehicle could be seen as a positive development, indicating ongoing innovation and expansion of Tesla's product line. However, the mention of a slower vehicle volume growth rate in 2024 might raise concerns about near-term growth prospects, potentially leading to a neutral short-term impact on the stock price.
CONFIDENCE 80
IMPORTANCE 75
RELEVANCE 100