Tesla Model Y - What to Expect at Tesla's Q4 Earnings Call

  Ko‘rishlar soni 36,193

Ryan Shaw

9 oy oldin

Everything we are expecting to hear about the Model Y from Tesla's Q4 earnings call on January 29th, 2020.
► Range Increases and February Release?: uzpost.info/vision/video/cdaAyqWTZJSJf6M.html
► New Design and Delivery Details: uzpost.info/vision/video/kL2h0NKLZ2J5nIk.html
► Further Release Updates and Confirmations: uzpost.info/vision/video/cdaAyqWTZJSJf6M.html
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Alright, we are 2 days (or less depending on when you’re watching this ) away from Tesla’s Q4 earnings call.
What most people are hoping for, and expecting, is that we’ll finally hear everything about the Tesla Model Y. Ideally, we’ll hear about production, we’ll hear when it begins deliveries, what the final design is, what the final range and performance specs are, and much more.
Now, Tesla hasn’t announced anything officially to tell us that Model Y details will come at the Q4 earnings call, but the last official information we heard from them on the Model Y happened at the Q3 earnings call.
At the Q3 earnings call on October 23rd, Elon said
“Regarding Model Y, we're also ahead of schedule on Model Y preparations in Fremont, and we've moved the launch timeline from fall 2020 to summer 2020. There may be some room for improvement there, but we're confident about summer 2020. I've actually recently driven the Model Y release candidate and think it's going to be an amazing product and be very well received. I think it's quite likely to -- just my opinion, but I think it will outsell Model S, Model X and Model 3 combined.”
Then he followed up later saying that they expect volume production of more than 1000 units per week to be achieved by the middle of 2020.
We expect to hear that the Tesla Model Y production has already begun, or is beginning soon, well ahead of that last pushed up summer 2020 release date.
We expect to hear that the first deliveries of the Model Y to employees are imminent, with performance versions to customers to commence before the end of February, or into March.
We then expect to hear a timeline of the next trims to be produced after that, which most likely will be Model Y AWD coming in March of April, and RWD Model Y after that, then further down the line, the standard range, and 7 seater option.
We expect to hear that the Model Y’s ranges are 10-20 miles better than originally announced.
We expect to hear the final dimensions of the Model Y, and just how tall it truly is.
If Model Y is indeed launching, then we can expect to hear the final safety ratings for the Tesla Model Y.
Regarding the design, if they get a chance to go into this much detail on the call, we can expect Tesla to talk about the design improvements and innovations on the Model Y. When responding to an article about Tesla’s design innovations on the 17th, Elon said “I think he will appreciate some design elements of the Model Y body design”.
If they have the time, we may also see them specifically mention the altered design of the release candidate which includes a slightly different hatchback from the original prototype.
Other than that, we’ve seen many different wheels in Model Y prototype sightings, so Tesla might detail those. They could also detail how big people can be in the rear 3rd row seats of the Model Y. They could detail how the spring collapsing 2nd row seats work. They could detail final performance numbers regarding 0-60 times. They could officially detail the ground clearance, and many more details people are anxiously awaiting on Model Y.
It will be really interesting to see what exactly Tesla announces about Model Y on Wednesday. With so many rumors pointing to an early release, if Tesla announces that they’re still planning on a Summer release, this will be a big disappointment to Tesla fans, and likely shareholders at this point. It’s unfortunate, but how big swirling rumors like this work.
At the very least, we’ll get some kind of update on Model Y status, but hopefully some of these rumors are true, and we’ll see deliveries very soon. Either way, I’ll be sure to keep you posted, so make sure you’re subscribed so you can look out for my video on Wednesday evening shortly after the earnings call for all of the latest Model Y information from Tesla. Also, as soon as I get my Long Range AWD Model Y, I’ll be making lots of videos with it.

Fikrlar
Ryan Shaw
Ryan Shaw 8 oy oldin
Buying a Tesla or Tesla Solar? Receive FREE Supercharging credit when you order a Tesla using my referral link ➡️ts.la/ryan51525
Jumbo Dogg
Jumbo Dogg 8 oy oldin
Model Y
The 239 Life
The 239 Life 9 oy oldin
S3XY was his goal all along with the names
Jina Gibson
Jina Gibson 9 oy oldin
High hopes. Security is everything.
Pat Anderson
Pat Anderson 9 oy oldin
Getting some trickles n tweets that Y production is well underway! Sounds like they crushed Q4 as well! Looking forward to the next video, dude!
Pat Anderson
Pat Anderson 9 oy oldin
@Ryan Shaw Hit up my google voice number. You can shoot a txt to it, as well. ‪(720) 514-9353‬. My preorder has automatically changed, too.
Ryan Shaw
Ryan Shaw 9 oy oldin
Pat Anderson that would be amazing! Where can I get in touch with you? My Twitter is @teslaregular.
Pat Anderson
Pat Anderson 9 oy oldin
@Ryan Shaw S T O K E D !!!!! If I happen to take delivery sooner than later, I'd be more n happy to bring it out to ya. I opted for all of the bells n whistles, a few weeks ago. Get some real world data, transverse the rockies, load up a full drum set with hardware. etc...
Ryan Shaw
Ryan Shaw 9 oy oldin
Pat Anderson yep! Lots of new info. Video coming in a few hours!
Pat Anderson
Pat Anderson 9 oy oldin
Also can now configure 21" wheels on performance model. Deposit is now $100. Opposed to $2500...
Cookie Mite
Cookie Mite 9 oy oldin
when i move to australia next year the first car im gonna get is a tesla model 3. granted i am gonna use public transport for a while when i get there, but that is gonna be my first car since i am NOT gonna pay $2 per litre. but the main problem is that i see so many assholes went ahead and scratch teslas because of their jelousy or whatever bullshit. please tell me that is an america only problem or that goes for other western nations.
Ryan Shaw
Ryan Shaw 9 oy oldin
Congrats on the tesla! I will say that I have noticed that issue as well, and it’s dumb. I personally think it’s probably more of an American issue, but also something that could happen anywhere. Also, the reason we see so many videos of it is because tesla has the security cam feature that many cars don’t. So we see a lot of videos of it because Tesla’s are always recording it. If it happens in most other cars, it’s not on video, so we never see it.
Tunster
Tunster 9 oy oldin
The model Y needs a beefier nose.
AnticommentWarrior
AnticommentWarrior 9 oy oldin
I have a ton of stock and I bought a vertical spread of call options...hope it all pans out.
Peculiar Ihunwo
Peculiar Ihunwo 9 oy oldin
Just heard of you from Tailosive tech videos and I'm definitely happy to subscribe. So much info on here...
Ryan Shaw
Ryan Shaw 9 oy oldin
Ahh great! I love all of the tailosive stuff. Thanks for subscribing, and watching!
SB *
SB * 9 oy oldin
Very cool, instead of having to browse tubeyou for all this pieces, you've done this for us and that is really grest, thank you for saving us time 👍🏻👍🏻👍🏻
Ryan Shaw
Ryan Shaw 9 oy oldin
You’re welcome! Thanks for watching
Kris Cruickshank
Kris Cruickshank 9 oy oldin
I don’t think the earnings call will go into any of those details. I think they will give an update on deliveries hopefully y and the semi. But it’s a financial call for big banks and hedge funds. They want to hear about dates, timings, profit. :( they will hopefully answer these questions at a delivery event or we will find out from reviews after release.
Kris Cruickshank
Kris Cruickshank 9 oy oldin
Ryan Shaw 🤞 for early deliveries. Wish I could even preorder in UK :(
Ryan Shaw
Ryan Shaw 9 oy oldin
I think timing for sure. At Q3 Elon told us “summer 2020”. They’ll at least tell us the release schedule of Model y
Loren Jemison
Loren Jemison 9 oy oldin
I would love to hear why you decided to change from the Long range single motor to the long range dual motor. I am currently having that internal debate myself.
Loren Jemison
Loren Jemison 9 oy oldin
Ryan Shaw Thanks for the quick response. After reading your thought process I am going to do the same and upgrade to the AWD Long Range. I am also a So Cal resident and given the amount of snow we received on the mountains this year, having AWD would be a big benefit while driving through the mountain or going over the hill to Vegas. Thanks for creating these awesome videos, I know they take a lot of time and energy to make and you do a great job presenting your material. Keep up the great work!
Ryan Shaw
Ryan Shaw 9 oy oldin
1. AWD typically has a better resale value. While I plan to keep this car long term, I figured that could help in the event of selling it. 2. AWD is better for snow or any driving conditions that you typically want AWD. I live in Los Angeles, and will hardly need it, but for $4000, I feel there will be times that I wish I had it. If I'm already spending $48k, I felt like upgrading would end up worth it in the end. 3. The performance on the AWD is better. Better 0-60. Not the biggest deal in the world to me or most people since 5.5 seconds on the LR RWD is still great, but cool to have. 4. (This is personal to me) I'm hoping and expecting that the AWD will release before the RWD. This will allow me to get it sooner, and make UZpost videos with it sooner which could help out my channel. Even if it doesn't help, or if it gets released later, I'll still be happy due to reasons 1-3. 5. 20 miles less range will only effect me on my long road trips, and I don't think I'll notice a huge difference. 6. Tesla discontinued the LR RWD Model 3, so they may do the same with the Model Y. Not sure how that would effect resale value or anything, but it's notable.
roddlez
roddlez 9 oy oldin
Someone near Silicon Valley with a drone needs to flyover the Freemont factory to see if there is Model Y stock in those parking lots.
Ryan Shaw
Ryan Shaw 9 oy oldin
I agree haha
Tanisha Howard
Tanisha Howard 9 oy oldin
Today I just saw a black Model Y in Nashville on the highway! That made my day
Ryan Shaw
Ryan Shaw 9 oy oldin
Awesome! I’m jealous. Still yet to see one
NicSD
NicSD 9 oy oldin
I predict they are not going to talk about how a seat folds down on an earnings call.
Ryan Shaw
Ryan Shaw 9 oy oldin
Yeah haha I agree
Steven Anderson
Steven Anderson 9 oy oldin
It looks weird being so low to the ground, I will have to see one up close before I make up my mind.
TecnamTwin
TecnamTwin 9 oy oldin
It gives you more room on the inside and allows it to handle better as well as be safer by completely mitigating rollovers.
Mina Dimyan
Mina Dimyan 9 oy oldin
Did you pre-order the Y or are you waiting for the release?
Ryan Shaw
Ryan Shaw 9 oy oldin
@Mina Dimyan If the third row is something you need, I'd wait to pre-order until I see the car. Also, the 7 seater is going to come after all of the trims, so pre-ordering likely won't matter too much.
Mina Dimyan
Mina Dimyan 9 oy oldin
I want to but I’m not sure if I’m going to get the 3rd row, depends if it’s actually useable. That’s why I’m waiting for the release. What would you do in my place?
Ryan Shaw
Ryan Shaw 9 oy oldin
I pre-ordered
rafardzrba
rafardzrba 9 oy oldin
Is nais.
Nicola inikkor
Nicola inikkor 9 oy oldin
Who gives a shit
Ayuka001
Ayuka001 9 oy oldin
Please also share financing advice if you are going to finance it. So excited for the middle y!
Ryan Shaw
Ryan Shaw 9 oy oldin
Will do!
Charles Yu
Charles Yu 9 oy oldin
I want a Y!
Ryan Shaw
Ryan Shaw 9 oy oldin
Me too!
Glitchy Soup
Glitchy Soup 9 oy oldin
Could you please use metric measurements?
Glitchy Soup
Glitchy Soup 9 oy oldin
@Ryan Shaw Thanks
Ryan Shaw
Ryan Shaw 9 oy oldin
I'll be sure to use both in all future videos.
Jairo Trejo
Jairo Trejo 9 oy oldin
Damn, $2,500 just to reserve?! You think It go down when the comes out?
Ryan Shaw
Ryan Shaw 9 oy oldin
I think it will go down, yeah. Every other car is $100 right now.
Dylan Miller
Dylan Miller 9 oy oldin
Excellent new channel! Keep up the great work.
Ryan Shaw
Ryan Shaw 9 oy oldin
Thanks for the kind words. And thanks for watching!
joe dasilva
joe dasilva 9 oy oldin
I am really excited to hear the reports on Wednesday. I think they will increase the range n will start delivery sooner then anticipated.
Ryan Shaw
Ryan Shaw 9 oy oldin
Me too! I hope all of those things happen, but we’ll find out for sure on Wednesday 👍
A J
A J 9 oy oldin
Thank you so much for this video 👍🏼
Ryan Shaw
Ryan Shaw 9 oy oldin
You're welcome. Thanks for watching!
Kevin B
Kevin B 9 oy oldin
Ordered LR AWD in June of last year. I think people are being a little over optimistic about this earnings call. Only so much time to discuss things. I really don't think they are going to go into that much detail into the Model Y. I believe there will another event to announce the detail/release of the Model Y. I would love to be wrong, but am tempering my exceptions for a Fall delivery of my car.
Ryan Shaw
Ryan Shaw 9 oy oldin
Yeah, better to go in without too high of hopes
Michael Thomas
Michael Thomas 9 oy oldin
Ground clearance is a deal breaker for me if it is the same as model 3.
Ryan Shaw
Ryan Shaw 9 oy oldin
Yeah, we’ll see about it
John Kinsfather
John Kinsfather 9 oy oldin
That will help a lot
Station 2Station
Station 2Station 9 oy oldin
We need to know is how much profit per car, regarding those 2019 deliveries. They could theoretically deliver 20% more units than expected at break even and that's not a win and could cause the stock price to contract. Finger's crossed on that notion. Also, this weekend in the Colorado mountains on I-70, two Model Y's spotted driving together.
Station 2Station
Station 2Station 9 oy oldin
@Ryan Shaw not close but not far either. Probably 40 minutes away. But I just heard about another sighting on I 25 today, white. About an hour from Boulder.
Ryan Shaw
Ryan Shaw 9 oy oldin
Near boulder? I saw sighting photos from Boulder.
John Kinsfather
John Kinsfather 9 oy oldin
Think it’s exciting that you have a model Y on order, am working in that direction.
Ryan Shaw
Ryan Shaw 9 oy oldin
Me too! Hopefully I’ll get it soon so I can make some videos to help with decisions!
Max
Max 9 oy oldin
We ordered a Model Y AWD Long range... cant wait either !!!!!!
Ryan Shaw
Ryan Shaw 9 oy oldin
Awesome! Congratulations
elseefried
elseefried 9 oy oldin
Again, another interesting and informative video. You have moved up my list to the top of model Y videos to watch and share. Great job!
Ryan Shaw
Ryan Shaw 9 oy oldin
Thanks for watching! Glad to hear you’re enjoying the channel 🙌🏻
Zach Doty
Zach Doty 9 oy oldin
1:53. Cracked me up. Lol. First time I've heard someone say 150% chance. More likely than not is anything over 0.5 (50%). Probabilities are measured between 0 (0%) and 1 (100%). But awesome video nonetheless :-)
Ryan Shaw
Ryan Shaw 9 oy oldin
Hahaha 😂😂 thanks for watching!
Victor van Dyke
Victor van Dyke 9 oy oldin
Yes and Yes, early release and a good earnings report. Just bought 100 Tesla shares at $562. Hope my homeboy Elon can bring the goods. Pretoria South Africa. Cannot wait for my Performance model Y. Placed order on Nov 15th, 2019.
Ayush Malpeddi
Ayush Malpeddi 9 oy oldin
If you had bought those shares a month back.....
Ryan Shaw
Ryan Shaw 9 oy oldin
Congrats! Those shares should hopefully prove to be an amazing long term investment, and congrats on the performance!
SI K
SI K 9 oy oldin
Thank you for your videon. I have a question. Does model Y have air suspention likw model S? I will want airsus ...model 3 too hard on the road..
SACHIN sac
SACHIN sac 9 oy oldin
@Ryan Shaw MY suspension will be tuned for its cross-over body, still if anyone wants a smooth setup just avoid performance version.
Ryan Shaw
Ryan Shaw 9 oy oldin
You’re welcome! Thanks for watching. The Y does not have air suspension. It’ll have the same suspension as Model 3. Have you driven the Model 3?
Brittany Dominguez
Brittany Dominguez 9 oy oldin
I ordered the long range Y on 12/15. I’m really excited to get it! I hope it comes sooner rather than later!
Ryan Shaw
Ryan Shaw 9 oy oldin
Awesome! Did you get the RWD or AWD? Congrats! I’m excited for you as well, and hope it comes soon
Geoff Morgan
Geoff Morgan 9 oy oldin
Great video, Can't wait for the Y - we got a 3 and love it, but the Y is really what we wanted - perhaps 3 years from now for UK
Ryan Shaw
Ryan Shaw 9 oy oldin
😂😂😂
Geoff Morgan
Geoff Morgan 9 oy oldin
@Ryan Shaw I ordered (Pre) April 2016 and got the 3, August 2019 - Elon time ;-)
Ryan Shaw
Ryan Shaw 9 oy oldin
I can’t wait either! Hopefully sooner than that in the UK, but it’ll be interesting to see
Pat Flynn
Pat Flynn 9 oy oldin
Thanks Ryan! 🙏🏼
Ryan Shaw
Ryan Shaw 9 oy oldin
You’re welcome Pat! Thanks for everything you do! 🙌🏻. Considering a Model Y?
Tim O’Brien
Tim O’Brien 9 oy oldin
My favorite new channel. Quality content. Keep it up. 👍
Ryan Shaw
Ryan Shaw 9 oy oldin
Awesome to hear, thanks for the support!
Fred Cannataro
Fred Cannataro 9 oy oldin
As a Model 3 owner, I sure hope they improve the build quality on the Model Y. The Model 3 is a world class drive train with a mediocre car on top of it. Although they tell you it's loaded with features, I think that's a half truth as I consider a feature as something that works more than once in a row. Let's stop being Elon groupies and insist on a good car. Right now I think the model 3 is a 20K car on a great drive train.
Fred Cannataro
Fred Cannataro 9 oy oldin
Amen
Rick Vrzal
Rick Vrzal 9 oy oldin
Each video you do get better and better
Ryan Shaw
Ryan Shaw 9 oy oldin
Much appreciated 🙌🏻 thanks for watching!
Dan Ada
Dan Ada 9 oy oldin
OMG! watching your Videos makes me freak out! I can't wait for the Y???? #7Seater
aussie al
aussie al 9 oy oldin
@Ryan Shaw it would not surprise me if Elon announces the launch of Model Y to be on Valentine's day. It would be so Elon to complete the package of S3XY. That's how he came up with the models so it would make sense
Ryan Shaw
Ryan Shaw 9 oy oldin
I can’t wait either! Hope those 7 seats end up spacious enough to use!
Pedro Neves
Pedro Neves 9 oy oldin
What time is the earnings call (SP time) Edit: sorry I meant PST thanks for the help
Ryan Shaw
Ryan Shaw 9 oy oldin
Wednesday at 3:30pm PST. So whatever that conversion is?
Internal Lion
Internal Lion 9 oy oldin
Love the content. What would you say a projected date would be if I ordered a Y today? I need to plan accordingly but have no clue
Robert Weekley
Robert Weekley 9 oy oldin
William - It will most likely depend on Actual Reservation / Order Count, for the Type you Buy/Order! As in, if you just this week ordered a Performance version, you will, in most probability, get it sooner, but it is no Guarantee, since people are in for both that, and Long Range, AWD versions, many Months ahead of you! If Elon does give an Advance Order Count, and Breakdown, you will have the best possible guidelines! But, we have no surety "That" will be shared, either! It would be nice, if Tesla, about 4 hours before the call, would give a "Earnings Call 'Program' Guide", like a "Menu" of Items they will be Covering, and on what areas they will be expecting most Questions on, and how much time is available to cover those!
Ryan Shaw
Ryan Shaw 9 oy oldin
Yeah, any prediction is going to be a guess. I honestly don’t know, but I’d hope (If the rumors are correct), that we’d be looking at you having it by the end of 2020
Pedro Neves
Pedro Neves 9 oy oldin
William Golden I would say late 2020 to early 2021, I’m most likely wrong on that though 😅🤷🏽‍♂️
Sanad Batarseh
Sanad Batarseh 9 oy oldin
I think if you order the AWD or performance you’d be ahead of the RWD orders before you anyway.
Jmaninaz1
Jmaninaz1 9 oy oldin
Great report, Ryan, and this week should be very exciting. Regarding Model Y ground clearance, I just double checked the website, and it states that "Model Y is capable . . . off road." So, I am thinking that the ground clearance would have to be higher than a 3, as the 3 is not a car you would think of taking off road. We'll see, based on where I will be moving (i.e., the Pacific NW), I really need a car that will work on the typical USFS roads you find in the mountains--dirt, loose rocks, ruts, etc.. I have zero interest in rock crawling but I love to be out kayaking, canoeing or hiking, and that means you are heading to the mountains to enjoy that lifestyle. Before learning about Tesla, I was thinking I'd get a Subaru Outback (8.7 in ground clearance and excellent AWD system), but I'd feel terribly conflicted now about getting an ICE car, so here's hoping the ground clearance is up a bit on the Y versus the 3! And no, although the CT could certainly handle off road no problem, it is way, way bigger of a vehicle than what I want, and its looks have never really grown on me.
Robert Weekley
Robert Weekley 9 oy oldin
@Ryan Shaw - Tesla "Needs" (well, many people kinda "Want", anyway) a "Selection of "Cybertruck Sizes", S10/Ranger Size, for the "Small truck" folk; the current "F150 Crew Cab" sized Version, for the Current Reservation Holders, and folks that are 'OK' with that; and an F450-F550 Competitor, for the "Big Boys" with "Heavy Loads to Haul, like 20,000 to 30,000 Lbs, as in Construction Company vehicles! So, that might take 4-6 years to become real, or Possible, but, would be Great, if it ultimately had a "Secret Cybertruck Master Plan", of it's own! With Larger, and Smaller "Derivatives", including the "CyberCar, CyberVan, & CyberJeep, plus CyberCube!"
Ryan Shaw
Ryan Shaw 9 oy oldin
Thanks! And yeah, we can hope for a larger ground clearance, and hopefully they’ll give us final numbers Wednesday. Cybertruck has grown on me but it’s way bigger than I need
JohnThomas Brumley
JohnThomas Brumley 9 oy oldin
Who needs higher ground clearance when you have those plastic strips on the fenders... 🙄🤣
House Essentials
House Essentials 9 oy oldin
Model Y release will be imminent.
Ryan Shaw
Ryan Shaw 9 oy oldin
I hope so!
Jeff Boski
Jeff Boski 9 oy oldin
Thanks for keeping us updated
Ryan Shaw
Ryan Shaw 9 oy oldin
You’re welcome! Thanks for watching 👍
Darrion Tunstall
Darrion Tunstall 9 oy oldin
I will thinking about getting the Tesla model y because it's bigger for my wheelchair and walker, I have cerebral palsy! The model y is just like the model 3
Jina Gibson
Jina Gibson 9 oy oldin
More vehicles should be without higher cost! Best wishes.
Ryan Shaw
Ryan Shaw 9 oy oldin
Hopefully the Model Y should help with that! All the features of the Model 3 in a bigger, more spacious package
Carlisle A
Carlisle A 9 oy oldin
I think there will be some disappointments on such things as the timeline because that's just how rumors cause things to unfold...but it will all be worth waiting for. Nice video 👌.
Ryan Shaw
Ryan Shaw 9 oy oldin
We shall see! And thanks for watching!
Nirav Patel
Nirav Patel 9 oy oldin
It would be good to see 20-25% UP/DOWN. Either direction is fine but need one.
P L
P L 9 oy oldin
I have some calls so I vote for up. ;)
Cube ²Natso
Cube ²Natso 9 oy oldin
I orginally bought 6 shares at around $235, sold one at $380, going to sell another 2 now and either way if it goes up or down I make a butt ton, (because a can rebuy at around $350 - $400 if it goes down)
Hodir
Hodir 9 oy oldin
Honestly, I dare say up is more likely. If it's dependant on Elon giving us an fantastic future perspective, you better believe that's his specialty
BeachCrow
BeachCrow 9 oy oldin
Hit the *Like* button for the UZpost algorithm.
Ryan Shaw
Ryan Shaw 9 oy oldin
Thank you! 👍
The Sloyde
The Sloyde 9 oy oldin
Do you want to buy on in the Future?
Ryan Shaw
Ryan Shaw 9 oy oldin
Yep! Already in order, I’m getting the LR AWD
JD Dudley
JD Dudley 9 oy oldin
I'm the only nerd that watches?
Edgar Servin
Edgar Servin 9 oy oldin
Four
Dan B
Dan B 9 oy oldin
Make that three
Jimmy Nguyen
Jimmy Nguyen 9 oy oldin
make that two.
Ryan Shaw
Ryan Shaw 9 oy oldin
Well it was posted 5 mins ago 😂
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