美国东部时间 2023年10 月 24 日上午 8：22

作者：尤利安·德尼斯兰

特斯拉的第三季度财报电话会议有点奇怪，至少与之前的电话会议相比，这让分析师有点担心这家总部位于奥斯汀的电动汽车制造商的幕后情况。

在电话会议上，首席执行官埃隆·马斯克（Elon Musk）一反常态地表示，他希望缓和对即将到来的Cybertruck产量的预期，并补充说，生产皮卡将非常困难，因为它有很多新技术。他后来开玩笑说：我们用Cybertruck挖了自己的坟墓。

另一件主要被忽视的事情是关于所谓的全自动驾驶功能进展的声明。“显然，在过去，我对此过于乐观，”马斯克说，指的是特斯拉FSD的发展。这与首席执行官关于高级驾驶辅助系统的大多数声明形成鲜明对比，后者通常会在未来某个时候公开宣传其自动驾驶电动汽车的能力。”

考虑到这一切，金融分析师和YouTuber凯文·帕夫拉思（Kevin Paffrath）经营着“认识凯文”频道（他也是特斯拉的投资者），他与雅虎财经谈到了第三季度财报电话会议期间发生的事情，并且毫不讳言，将整个事情描述为“可怕”。

“我的意思是，他几乎流泪了。它表明完全缺乏领导力。特斯拉现在是一家没有领导力的公司，这很糟糕，“帕夫拉斯在采访中说。“这是对每个人的一记耳光。这不仅仅是股东，而且是对其他仍然在那里的经理和特斯拉超过十万名员工的一记耳光。对于一个领导人来说，为经济哭泣而不是漏斗并提出一个计划是可悲的。

话虽如此，特斯拉仍然拥有超过16%的市场领先利润率，分析师在他的评论中提到了这一点。“在他们每赚100美元中，有16.30美元的毛利润超过了其他所有美国电动汽车制造商，甚至是传统汽车制造商。他们有很多事情要做，但他们应该提供一个明确的公式，“帕夫拉斯补充道。

在同一次财报电话会议上，马斯克表示，即将推出的Cybertruck已被多次推迟，已被超过一百万人预订，并将达到每年25万辆的生产率，但这要到“2025年的某个时候”才能实现。据特斯拉称，首款皮卡将于11月30日开始交付。

来源：雅虎财经

原文如下

Analyst Calls Elon Musk 'A Little Baby' After Weird Tesla Q3 Earnings Call

Analyst and YouTuber Kevin Paffrath said Tesla’s CEO showed a complete lack of leadership.

Oct 24, 2023 at 8:22am ET

By: Iulian Dnistran

Tesla’s third-quarter earnings call was a bit of a weird one, at least compared to previous calls, which made analysts a bit worried about what’s going on behind the scenes at the Austin-based EV maker.

During the call, CEO Elon Musk uncharacteristically said that he wanted to temper expectations regarding the upcoming Cybertruck production ramp, adding that it will be insanely difficult to produce the pickup because it has a lot of new technology. He later joked, “We dug our own grave with Cybertruck.”

Another thing that mostly went under the radar was a statement regarding the progress on the so-called Full Self-Driving feature. “Obviously in the past, I’ve been overly optimistic about this,” said Musk, referring to the advancement of Tesla’s FSD. This is in contrast to the majority of the CEO’s statements about the advanced driver assistance system, who usually goes on record touting its ability to autonomously drive an EV, sometime in the future.

With all this in mind, financial analyst and YouTuber Kevin Paffrath, who runs the “Meet Kevin” channel (he’s also a Tesla investor), spoke to Yahoo! Finance about what happened during the Q3 earnings call and didn’t mince words, describing the whole thing as “terrible.”

“I mean, he was almost in tears. It showed a complete lack of leadership. Tesla's a leadership-less company right now and it's terrible,” said Paffrath during the interview. “And this is a slap in the face to everyone. It's not just the shareholders, but it's a slap in the face to the other managers who are still there and the over 100,000 employees at Tesla. For a leader to cry about the economy rather than funneling that and coming up with a plan is pathetic.”

With this being said, Tesla still has market-leading margins of over 16 percent, which the analyst mentions in his comments. “Out of every $100 they make, $16.30 going to gross profit beating every other American EV manufacturer and even a legacy auto manufacturer. They have so much going for them, but they should provide a clear formula,” Paffrath added.

On the same earnings call, Musk said that the upcoming Cybertruck, which has been delayed multiple times, has been reserved by over one million people and that a production rate of 250,000 units per year will be reached, but that won’t come until “sometime in 2025.” According to Tesla, deliveries of its first pickup truck will start on November 30.