So to get a better idea of what to expect, I looked at the report from Feb 2017. I didn't see any new numbers from Jan of 2017 in the old report so I'm not sure if we'll get updated Model 3 production numbers or just a rehash of the previously released 2017 numbers. Future guidance should be provided like how the report last year estimated 5,000 weekly Model 3s by end of 2017Q4
Report will be released after market close but more interesting will be the QA scheduled for 2:30pm PST or 5:30 EST.
They'll post a record loss for Q4, no doubt. All ears will be on Model 3. Semi and solar news will be interesting but not immediately material.
What I'll be listening for is color about Model 3 production, including any reference to problems/recalls/other hiccups that have occurred since the initial bottleneck in battery module production. For instance, it appears that the production rate took another pause recently (maybe for inverter replacement), but may be coming out of that now/soon. I'll listen for an estimate of where the production rate will get to by the end of the quarter, and perhaps and estimate for quarterly/annual Model 3 production.
I doubt they'll go into this much detail, but I'd be interested in what they've changed since the first shipping units.
Secondarily I'll pay attention to cash flow. What's their cash balance, how do the feel about it, what additional projects may need capital, do they foresee further needs to raise cash in 2018, will it be equity or debt, how interested do they think the market is to fund them, and on what terms?
Many of the analysts will open with congratulations/condolences for Falcon Heavy, assuming the winds clear up for the launch today.
they don't normally get too much into current production (if they have began standard battery or dual motor) or new product announcements (IE Model S refresh V2) though, not that they get into the origin of their execs...
As we shared previously, in order to incorporate our learnings and be capital efficient, we intend to start adding enough capacity to get to a 10,000 unit weekly rate for Model 3 once we have first hit the 5,000 per week milestone.
In other words, could be as early 2H18... hence striving to beat the 5K a week to some extent during the second semester...
My takeaway summaries:
* Model 3 production still on track for 2500/wk by end of 2018Q1
* Production is limited by battery bottleneck (therefore adding variation to production line with AWD/P and/or interior color choices may come before battery variation with Standard Range)
* POSITIVE Cash flows from operating activities - Short Sellers are going to be bleeding tomorrow...