Tesla’s strong performance in its recent Earnings Call has earned favor with investors, as the company’s stock price continues to rise. However, analysts at Deutsche Bank have expressed reservations about the call, as they believe it may have raised more questions than it answered. In particular, concerns have been raised about the ambiguity surrounding Tesla’s future vehicle lineup, especially with regard to pricing and specific details. These concerns are likely to be addressed in the future as Tesla unveils its plans.
The clarification provided by Tesla regarding its future plans has brought more transparency to the company’s outlook for the next 18 months. Nevertheless, Deutsche Bank has highlighted the lack of concrete information, expressing concerns about the potential risks associated with an aggressive timeline and the possibility of cannibalization of existing models. The lack of specific details about Tesla’s upcoming lineup can be attributed to the company’s business approach, which involves frequent adjustments to pricing in order to stimulate demand. Tesla has historically refrained from providing specific pricing for new models until closer to their release.
Nevertheless, it is expected that Tesla will release more details about its upcoming lineup once they are more finalized, providing more clarity on the company’s strategy. Overall, while there are still lingering questions, the information provided by Tesla during the Earnings Call has been a step towards greater transparency, unlike the lack of guidance and concrete plans seen in previous quarters.