Tesla’s gross margins are down quite a bit since the Twitter deal. It’s hard to correlate consumer sentiment with the price drop vs other factors, but gross margins dropped from 27% to 23% which represent a lot of money.
How much this impacts the company going forward is hard to say, but my guess is we’re talking 10’s of billions. Which makes it much harder to keep up with the expanding EV market, their super charger network for example needs to dramatically increase capacity just to keep up with the current rate of new Tesla production. Aka 25 year old EV’s will still need a place to recharge.
How much this impacts the company going forward is hard to say, but my guess is we’re talking 10’s of billions. Which makes it much harder to keep up with the expanding EV market, their super charger network for example needs to dramatically increase capacity just to keep up with the current rate of new Tesla production. Aka 25 year old EV’s will still need a place to recharge.