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Top questions Tesla investors want answered at the Q4 2022 earnings call

Credit: CNBC/YouTube

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Tesla’s (NASDAQ:TSLA) fourth-quarter and full-year 2022 earnings call is a couple of days away, and investors of the company are already posting their questions for the event’s Q&A session.

Similar to past earnings calls, Tesla is gathering inquiries from investor communications platform Say. As of writing, Say’s webpage for the Tesla Q4 and FY 2022 earnings call focuses on inquiries from retail investors. And based on the questions that have gained the most number of votes so far, it appears that investors are particularly interested in the upcoming Cybertruck, which is expected to start deliveries this year. 

Following are ten of the most voted questions Tesla investors wish to ask this coming Q4 2022 earnings call. 

  1. After recent price cuts, analysts released expectations that Tesla automotive gross margin, excluding leases and reg credits, will drop below 20% and average selling price around $47k across all models. Where do you see average selling price and gross margins after the price cuts?
  2. The Solar Roof product continues to struggle to gain traction. What has Tesla learned from this, and what changes do you foresee in future Solar Roof versions to increase scale? 
  3. Please provide a detailed explanation of where you are on the 4680 ramp. What are the current roadblocks? When do you (expect) to scale to 10,000 vehicles a week? 
  4. Is Cybertruck production still on track for mid-year? 
  5. What kind of margins do you expect for the stationary energy storage business in 2023 and then 2024 and beyond? Separately, will you consider reporting energy volumes in the P&D report? 
  6. What is the US the current production and future 2-year forecast of Tesla energy: Powerwall, Megapack, (and) Tesla virtual power? 
  7. When will Tesla announce production Cybertruck specs and pricing? 
  8. Since Elon started political influencing, polls from Morning Consult & YouGov show Tesla brand favorability declining in 2022 and division along partisan lines. Such brand damage can impact demand. Does Tesla track favorability, and how will any brand damage be mitigated? 
  9. Elon has said previously that FSD Hardware 4 will most likely come first in Cybertruck. Is that still the current plan? Do you expect there to be an upgrade path for Hardware 3 cars to Hardware 4? 
  10. Zach, when do you think Tesla Insurance will become a big enough revenue source to warrant providing more details on the financials of that business so investors can compare it to other insurance companies?

Elon Musk has commented in the past that he is actually fond of Tesla’s retail investors because they have a good grasp of the company’s plans and execution. In the past, Musk has openly stated that Tesla retail investors actually understand Tesla better than Wall Street. And over the years, Say has become the de facto tool for TSLA investors to ask their own questions at the company’s quarterly earnings calls. 

“I do think that a lot of the retail investors actually have deeper and more accurate insights than many of the big institutional investors, and certainly they have better insights than many of the analysts,” Musk said. 

Tesla’s Q4 and FY 2022 earnings call is expected to begin at 4:30 p.m. Central Time/5:30 p.m. Eastern Time on Wednesday, January 25, 2023. Similar to Tesla’s other quarterly earnings calls, the event will be available for viewing online.  

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Disclosure: I own TSLA shares.

The Teslarati team would appreciate hearing from you. If you have any tips, contact me at maria@teslarati.com or via Twitter @Writer_01001101.

Maria--aka "M"-- is an experienced writer and book editor. She's written about several topics including health, tech, and politics. As a book editor, she's worked with authors who write Sci-Fi, Romance, and Dark Fantasy. M loves hearing from TESLARATI readers. If you have any tips or article ideas, contact her at maria@teslarati.com or via X, @Writer_01001101.

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Investor's Corner

X clarifies xAI prediction market rumors, hints at future plans

Musk’s AI firm denied rumors of a Kalshi deal but left the door open. Prediction markets + AI could change how we forecast everything.

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Credit: xAI

X dismissed rumors of xAI entering prediction market partnerships. In a recent X post, Elon Musk’s company clarified that xAI had not yet entered formal partnerships in the prediction market.

However, xAI clarification hinted at future exploration in the prediction market, aligning with X’s goal to become an “everything app.” The speculation underscores AI’s potential to reshape predictive analytics.

“Recent speculation about xAI’s involvement in the prediction market space has been circulating. While we’re enthusiastic about the potential of this industry and engaged in various discussions, no formal partnerships have been confirmed to date. Stay tuned!” noted the X team.

X’s statement followed a Tuesday post by Kalshi, hinting at a collaboration with xAI, which was deleted hours later. Kalshi suggested that xAI could leverage AI to analyze X’s news and social media data, enhancing betting decisions on political and economic events.

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Bloomberg reported Kalshi aims to use xAI for tailored insights, enabling users to wager on outcomes like Federal Reserve rate changes or elections through derivative contracts.

“There’s deep alignment between prediction markets, social media, and AI. Prediction markets capture what people know — AI scales what people can know,” said Kalshi CEO Tarek Mansour. “This is just the beginning of a long collaboration to unlock the full potential of prediction markets.”

The prediction market industry fits X’s vision to evolve into a comprehensive platform, capitalizing on its trend and news leader role. While xAI’s denial quashes immediate partnership claims, its openness to discussions signals potential interest in prediction markets, where AI could amplify real-time insights.

xAI’s cautious stance reflects its focus on strategic AI development while navigating speculative buzz. As X pursues its “everything app” ambition, prediction markets could enhance its ecosystem, blending social media’s pulse with AI-driven analytics. With no partnerships confirmed, xAI’s future moves may yet redefine how users engage with event-based predictions, positioning it at the forefront of AI innovation.

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Elon Musk

Elon Musk sends stern warning to Tesla vandals, doubters

Elon Musk sent another warning to vandals that have attacked Tesla for political reasons.

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NORAD and USNORTHCOM Public Affairs, Public domain, via Wikimedia Commons

Elon Musk has sent a stern warning to Tesla vandals, doubters, and attackers, who have subjected the company and its owners to political violence through arson and other modes of retaliation.

Over the past few months, Tesla showrooms and vehicles have been hit with numerous attacks from those who have opposed Musk and his political involvement with the Trump Administration. Although Musk has stepped back from his role within government significantly since the start of May, the company is still looked at as a political target.

While the White House has put a clear-cut line on the acts, calling them domestic terrorism and holding those responsible for the damage they have done, there are still numerous and daily instances of keying cars or worse.

Yesterday, Musk continued to send stern warnings to those who oppose Tesla and choose to handle their distaste for the company with violence and vandalism. In a Bloomberg interview at the Qatar Economic Forum, Musk was asked if he took what has happened to Tesla “over the past few months personally.”

Musk replied simply but sternly: “Yes.”

He went on to say that not only will those who vandalized the company and its products owned by consumers be held to the fullest extent of the law, but also those who fund it.

Musk also said during a CNBC interview yesterday that very few people buy a company’s products because of the CEO’s political beliefs, and many people do not even know where those CEOs stand on various social issues.

Although Musk has gone out of his way to be transparent about his beliefs, he has a valid point. He obviously felt that, because of his influence, he held a duty to uphold American values and protect what he felt was an attack on free speech and human rights.

Disagreeing with Musk and his political stances is totally reasonable, but damaging products that consumers bought from his companies is not impacting him directly. Instead, it is making consumers’ lives more difficult.

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Tesla Model 3 gets perfect 5-star Euro NCAP safety rating

Tesla prides itself on producing some of the safest vehicles on the road today.

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Credit: Tesla Singapore/X

Tesla prides itself on producing some of the safest vehicles on the road today. Based on recent findings from the Euro NCAP, the 2025 Model 3 sedan continues this tradition, with the vehicle earning a 5-star overall safety rating from the agency.

Standout Safety Features

As could be seen on the Euro NCAP’s official website, the 2025 Model 3 achieved an overall score of 90% for Adult Occupants, 93% for Child Occupants, 89% for Vulnerable Road Users, and 87% for Safety Assist. This rating, as per the Euro NCAP, applies to the Model 3 Rear Wheel Drive, Long Range Rear Wheel Drive, Long Range All Wheel Drive, and Performance All Wheel Drive.

The Euro NCAP highlighted a number of the Model 3’s safety features, such as its Active Hood, which automatically lifts during collisions to mitigate injury risks to vulnerable road users, and Automatic Emergency Braking System, which now detects motorcycles through an upgraded algorithm. The Euro NCAP also mentioned the Model 3’s feature that prevents initial door opening if someone is approaching the vehicle’s blind spot.

Standout Safety Features

In a post on its official Tesla Europe & Middle East account, Tesla noted that the company is also introducing new features that make the Model 3 even safer than it is today. These include functions like head-on collision avoidance and crossing traffic AEB, as well as Child Left Alone Detection, among other safety features.

“We also introduced new features to improve Safety Assist functionality even further – like head-on collision avoidance & crossing traffic AEB – to detect & respond to potential hazards faster, helping avoid accidents in the first place. 

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“Lastly, we released Child Left Alone Detection – if an unattended child is detected, the vehicle will turn on HVAC & alert caregivers via phone app & the vehicle itself (flashing lights/audible alert). Because we’re using novel in-cabin radar sensing, your Tesla is able to distinguish between adult vs child – reduced annoyance to adults, yet critical safety feature for kids,” Tesla wrote in its post on X.

Below is the Euro NCAP’s safety report on the 2025 Tesla Model 3 sedan.

Euroncap 2025 Tesla Model 3 Datasheet by Simon Alvarez on Scribd

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