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cover of episode Tesla, Ford, GM earnings, Rivian R2, and more

Tesla, Ford, GM earnings, Rivian R2, and more

2024/7/26
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Electrek

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F
Fred Lambert
专注于可持续交通和能源领域的记者和播客主持人。
S
Seth Wintraub
创始人和出版人,主持Electrek Podcast,专注于电动汽车和绿色能源新闻。
Topics
Fred Lambert: 本期节目讨论了特斯拉、福特和通用汽车的第二季度财报,以及Rivian R2等其他电动汽车新闻。特斯拉第二季度每股收益略低于预期,但营收超出预期。特斯拉的毛利率有所下降,但储能业务表现强劲。特斯拉正在加速推出更便宜的车型,并计划于10月10日发布Robotaxi。特斯拉还警告不要使用湿毛巾来加快超级充电速度。 Seth Wintraub: 特斯拉股价下跌是由于财报细节和管理层回应引发的担忧。特斯拉的毛利率有所下降,监管积分的销售对利润贡献很大。特斯拉的交付量同比下降,但其充电桩和服务中心建设速度正在加快。特斯拉4680电池产能显著提升,并已开始在Cybertruck原型车上进行测试。特斯拉可能难以在HW3硬件上实现完全自动驾驶,这将给该公司带来巨大的法律风险。 Seth Wintraub: 福特第二季度财报大幅不及预期,其电动汽车业务亏损严重。福特正在专注于利润更高的电动汽车,并计划推出低成本电动汽车以应对竞争。通用汽车第二季度营收超出预期,但电动汽车销量增长有限,并下调了其电动汽车销量目标。Rivian的R2车型预订量已超过10万辆。保时捷下调了其2030年电动汽车销量目标,原因是Taycan销量下降。Waymo获得了Alphabet的50亿美元投资,并将扩展其自动驾驶出租车服务。Cruise公司取消了与本田合作的项目。

Deep Dive

Chapters
Tesla's Q2 2024 earnings showed a miss on earnings but a beat on revenue, leading to a volatile stock reaction. The discussion delves into the details of Tesla's financials, including gross margins and energy storage deployment, highlighting both challenges and positive developments.

Shownotes Transcript

On the Electrek Podcast), we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss Tesla, Ford, and GM earnings, Rivian R2, and more.

The show is live every Friday at 4 p.m. ET on Electrek’s YouTube channel).

As a reminder, we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel) to get your questions and comments in.

After the show ends at around 5 p.m. ET, the video will be archived on YouTube) and the audio on all your favorite podcast apps:

We now have a Patreon) if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming.

Here are a few of the articles that we will discuss during the podcast:

Here’s the live stream for today’s episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET):

https://www.youtube.com/live/t-hN0dNoTe8