Q2 2020 Earnings Call: Tesla Semi, Ride-share and Energy

Tesla’s (NASDAQ: TSLA) retail and institutional investors are aggregating a range of questions that could be answered by the managers of electric car manufacturer in the upcoming Q2 2020 earnings call to be held on July 22, 2020. The questions are aggregated by Say, a company that seeks to build and improve engagement platforms for investors from verified retail and institutional TSLA shareholders.

Using the platform, Tesla’s retail and institutional investors have submitted and voted on inquiries that the electric car maker wishes to discuss and clarify. Here are a number of notable questions which received a large number of votes from the retail and institutional shareholders of the company.


  • We want the release of the Tesla Ride-Hailing network soon with owner-drivers. It can’t be done until there is a large enough concentration of vehicles in service areas. What is threshold for vehicles needed before you can release it and will you offer incentives to owner-drivers?
  • Now that it is time to bring the Semi to volume production, can you share more detail on production plans? What weekly production rate is considered volume production and when does Tesla expect to reach that rate?
  • Tesla Energy seems widely ignored by Wall St. despite Elon’s comments about the growth rate exceeding automotive. Could Tesla share more detail on current/planned projects to help investors better understand the business outlook? How disruptive is Tesla’s Autobidder technology?
  • What is the holdup for Tesla Insurance outside of California? Will you release numbers from that part of the business? Will Tesla Insurance be required to participate in the Tesla Ride-Hailing network as a driver?
  • Will new gigafactories also produce energy products and superchargers? How long before Giga-Reno starts making the same things as Giga-Buffalo for faster delivery to western states?
  • One new gigafactory a year is not going to be enough to achieve the company mission. When will you announce multiple new gigafactory locations and when will Tesla have a gigafactory in the southern hemisphere?
  • Can we expect the Model Y manufacturing simplifications and efficiency improvements, such as the rear underbody casting and heat pump, to be implemented into the Model 3? If so, what would timeline look like for this?


  • Can you discussion the opportunity for Tesla as a registered utility? How aggressively do you plan to expand in the UK and when will you enter new markets?

Tesla has yet to completely confirm that Say’s questions in the forthcoming Q4 conference call would be entertained, but the company has frequently answered retail shareholder inquiries in past quarters. Through doing so, Tesla is effectively democratizing the method of telling shareholders and institutional investors of its earnings. Such a tactic is just another step away from convention, considering that traditional earnings calls typically feature exclusive Wall Street analysts and the occasional media member’s questions.

Tesla’s fourth-quarter earnings call is expected to take place at 5:30pm EST on Wednesday, July 22, 2020.

You can access the full list of questions from TSLA’s retail and institutional investors listed here.

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