Die Tesla-Quartalszahlen wurden soeben veröffentlicht. Hier die wichtigsten Kennzahlen.
Der Umsatz liegt bei 7,38 Milliarden Dollar (letztes Quartal 6,30/erwartet 7,0).
Der Gewinn liegt bei 2,14 Dollar pro Aktie (letztes Quartal 1,91/erwartet 1,72).
Die operative Marge steigt im Quartalsvergleich von 4,1% auf 4,9%.
Der Free Cash Flow steigt im Quartalsvergleich von 371 Millionen auf 1,01 Milliarden Dollar.
Die Aktie notiert nachbörslich mit +6,3%.
Einige erste Aussagen des Berichts im Wortlaut von Tesla:
In 2019, our revenue growth was positively impacted by a strong increase in vehicle deliveries. Revenue growth was offset by higher lease mix*, Model 3 becoming a larger part of our mix, introduction of the Standard Range trims of Model 3, and adjustments to vehicle pricing. These changes have resulted in a reduction to the average selling price (ASP) relative to 2018. We do not expect ASP to change significantly in the near term, which means volume growth and revenue growth should correlate more closely this year.
GAAP gross profit of $4.1B remained essentially flat in 2019 compared to 2018. Volume growth and successful cost reduction efforts were offset by normalization of ASP, mix shift towards Model 3 and a higher lease mix. Sequentially, GAAP gross margin remained relatively flat in Q4 compared to Q3, while we ramped Model 3 production at Gigafactory Shanghai. While we saw an increase in operating expenses in Q4 (driven mostly by $72M of non-cash SBC expense related to one more 2018 CEO award operational milestone becoming probable), higher gross profit resulted in a 72bp sequential improvement of GAAP operating margin to 4.9% in Q4.
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