Investor's Corner
Why a Tesla Model Y update during the Q4 earnings call will set TSLA on fire
Tesla is set to report its Q4 2019 earnings after the bell rings to close trading on Wednesday and if the electric car manufacturer announces during the call that Model Y delivery will begin soon, expect TSLA stock to skyrocket.
A stellar Q3 2019 performance helped Tesla stock gain momentum and set up Elon Musk’s electric car brand for its final push in the last few months of 2019. Analysts are optimistic following its historic fourth quarter, when it was able to deliver 112,000 vehicles and produce more than 104,000 units. This helped TSLA rise to a $100 billion valuation, bumping German auto giant Volkswagen on the second spot in the list of the most valuable carmakers in the globe.
UPDATED: Tesla $TSLA shares soar following confirmation of Model Y first deliveries and breakout Q4 2019 results
As for the much-awaited all-electric crossover, the production schedule of the Tesla Model Y has moved up from Fall 2020 to Summer 2020 but all signs hint that it may even come sooner. From several sightings of production-ready Model Y units, the publication of its CARB certification, VINs registration with the NHTSA, and phone calls to future Model Y owners, rumors that the first deliveries of the Model Y will begin in February are highly-likely true.
If the Tesla Model Y premium electric crossover indeed hits the road next month, expect movement in the price of TSLA stock. And the only direction to look is up.
Early delivery of Model Y should scare competitors
Tesla has struggled before in keeping its promises of delivering vehicles to customers on time. Skeptics had a point because every carmaker must do its best to meet the demand and keep their customers happy. Elon Musk and his team fine-tuned kinks in production and proved to critics that they’re taking steps in the right direction as Tesla delivered 367,000 vehicles in 2019 — that’s a 50% jump from its numbers in 2018.
Deliveries of vehicles is an accurate barometer of how Tesla is starting to walk the walk, a clear sign that there’s an improvement in the company’s fundamentals as a whole. Initial production of the vehicle is being handled by Tesla’s Fremont plant in California but the company has also started its Model Y program in China. Giga Berlin will contribute to its production as soon as July 2021, with the facility set to start its operations with the production of the all-electric crossover as well.
The early delivery of the Model Y to consumers also means that Tesla has underpromised and over-delivered. This is a screaming signal that competitors should worry cause whatever “advanced manufacturing technologies” Elon Musk mentioned when he recently spoke about the Model Y could work wonders for the carmaker. These innovations may be related to a casting machine that can practically cast most of the vehicle’s body in one piece, rigid wiring system, and other technologies that the market will learn about soon.
“Model Y will also have some advanced manufacturing technology that we will reveal in the future. I think it will be exciting to show the kind of manufacturing technology associated with the Model Y and it will be exciting to learn about these technologies,” Musk said.
If these manufacturing technologies take Tesla a step closer to perfecting its production line design, then it can hit its production goals in Fremont, Shanghai, and Berlin in the near future. Of course, this efficiency in Model Y production will have a chain effect across its factories and product lines. Better production means a smaller gap between supply and demand. With better efficiency, trust in the brand can soar and sales go boom.
Tesla Model Y will be king of SUV/Crossover Segment
The Tesla Model Y electric crossover that has a range of 300 miles and an impressive 0 to 60 mph time of 3.5 seconds for its quickest variant is positioned perfectly.
Demand for sedans in the United States has been going down fast in favor of more spacious and more functional rides such as SUVs and crossovers. There were 17 million vehicles sold in the US in 2019 and only 28% of that are cars.
Focusing on the crossover segment, the Tesla Model Y has some formidable competition in the form of the BMW X3, Audi Q5, Audi e-tron, Jaguar I-PACE, and the more affordable Toyota RAV4 and Honda CR-V.
In terms of price and size, the Model Y is comparable to the rest of the pack but the Model Y will have an option to accommodate seven passengers that others cannot offer. And of course, the other electric crossovers are all from internal combustion engine producers and they’re not doing very well. The Audi e-tron only sold 5,369 units in the US while the I-PACE sold 2,594 units. The picture is similar for other mid-sized SUVs.
With the preference of consumers leaning towards roomier vehicles, the Model Y will further prove the credibility and popularity of Tesla brand.
Model Y can help push Tesla to sustained profitability
During the Q3 earnings call, Musk was quoted about his expectations of the Model Y.
“I’ve actually recently driven the Model Y release candidate, and I think it’s going to be an amazing product and be very well received. I think it’s quite likely to — this is just my opinion, but I think it will outsell S, X, and 3, combined,” Musk said.
The Model Y is the ultimate bad news for critics and competitors. If Tesla found a way to accelerate production and start delivering its all-electric crossover in February, that just means Model Y sales would be added to the books and help raise the company’s earnings in 2020.
While the Model 3 is the first mass-produced vehicle of Tesla, the Model Y will be the first affordable electric SUV that can help push it to sustained profitability. The electric crossover that starts at $39,000 shares 75% of its DNA with its sedan sibling but even with a higher price tag, the innovations in production that Elon Musk mentioned will push the cost down.
Tesla will not only have a good profit margin for the Model Y in the United States, but there’s also a good chance that its margins will even be bigger in China where the locally-made Model 3 has received a warm reception.
The Palo Alto, California-based company can push the margins for its electric crossover further by doing what it plans to do with the Made-in-China Model 3. Localization of components will be key as this will allow Tesla to push the vehicle’s price down and practically create demand. That will work well, according to analysts from Chuancai Securities, an equity firm in China.
The Tesla Model Y will be a game-changer in the industry. If Model 3 was the straight punch to its competitors, the Model Y will be the power uppercut punch that will knock out its rivals.
Elon Musk
SpaceX just filed for the IPO everyone was waiting for
SpaceX filed its public S-1, revealing $18.7 billion in revenue and billions in losses.
SpaceX publicly filed its S-1 registration statement with the Securities and Exchange Commission on May 20, 2026, making its financial details available to the public for the first time ahead of what could be the largest IPO in history.
An S-1 is the formal document a company must submit to the SEC before going public. It includes audited financials, risk factors, business descriptions, and how the company plans to use the money it raises. Companies are required to file one before selling shares to the public, and it must be published at least 15 days before the investor roadshow begins. SpaceX had already submitted a confidential draft to the SEC in April, which allowed regulators to review the filing privately before it went public.
The S-1 reveals that SpaceX generated $18.7 billion in consolidated revenue in 2025, driven largely by its Starlink satellite internet division, which posted $11.4 billion in revenue, growing nearly 50% year over year. Despite that growth, the company lost about $4.9 billion in 2025 and has burned through more than $37 billion since its founding.
SpaceX just forced Verizon, AT&T and T-Mobile to team up for the first time in history
A significant portion of those losses trace back to xAI, Elon Musk’s artificial intelligence company, which was recently merged into SpaceX. SpaceX directed roughly 60% of its capital spending in 2025 to its AI division, totaling around $20 billion, yet that division lost billions and grew revenue by only about 22%.
SpaceX plans to list its Class A common stock on Nasdaq under the ticker SPCX, with Goldman Sachs, Morgan Stanley, and Bank of America leading the offering. The dual-class share structure means going public will not meaningfully reduce Musk’s control, as Class B shares he holds carry 10 votes per share compared to one vote for public Class A shares.
The company is targeting a raise of around $75 billion at a valuation of roughly $1.75 trillion, which would make it the largest IPO ever. The investor roadshow is reportedly planned for June 5.
Elon Musk
Tesla ditches India after years of broken promises
Tesla has ditched its plans to build a factory in India after years of failed negotiations.
Tesla’s long-running effort to establish a manufacturing presence in India is officially over. India’s Minister of Heavy Industries H.D. Kumaraswamy confirmed on May 19, 2026 that Tesla has informed authorities it will not proceed with a manufacturing facility in the country.
Tesla first signaled serious interest in India around 2021, when it began hiring local staff and lobbying the Indian government for lower import tariffs. The ask was straightforward: reduce duties enough for Tesla to test the market with imported vehicles before committing capital to a local factory. India’s position was equally firm, with an ask of Tesla to commit to manufacturing first, then receive tariff relief. Neither side moved, and the talks quietly collapsed.
Tesla to open first India experience center in Mumbai on July 15
India had offered a policy that would reduce import duties from 110% down to 15% on EVs priced above $35,000, provided companies committed at least $500 million toward local manufacturing investment within three years. Tesla declined to participate. The tariff standoff was only part of the problem. Analysts pointed to significant gaps in India’s local supply chain, inadequate industrial infrastructure, and a mismatch between Tesla’s premium pricing and the purchasing power of India’s automotive market as additional factors that made the investment difficult to justify.
First signs of an unraveling relationship came in April 2024, when Musk abruptly cancelled a planned trip to India where he was set to meet Prime Minister Modi and announce Tesla’s market entry. By July 2024, Fortune reported that Tesla executives had stopped contacting Indian government officials entirely. The government at that point understood Tesla had capital constraints and no plans to invest.
The more fundamental issue is that Tesla’s existing factories are currently operating at approximately 60% capacity, making a commitment to building new manufacturing capacity in a new market difficult to defend to investors. Tesla will continue selling imported Model Y vehicles through its existing showrooms in Mumbai, Delhi, Gurugram, and Bengaluru, but local production is no longer part of the plan.
Elon Musk
SpaceX just forced Verizon, AT&T and T-Mobile to team up for the first time in history
AT&T, T-Mobile, and Verizon just joined forces for one reason: Starlink is winning.
America’s three largest wireless carriers, AT&T, T-Mobile, and Verizon, announced on On May 14, 2026 that they had agreed in principle to form a joint venture aimed at pooling their spectrum resources to expand satellite-based direct-to-device (D2D) connectivity across the United States in what can be seen as a direct response to SpaceX’s Starlink initiative. D2D, in plain terms, is technology that lets a standard smartphone connect directly to a satellite in orbit, the same way it connects to a cell tower, with no extra hardware required.
The alliance is widely seen as a means to slow Starlink’s rapid expansion in the satellite internet and mobile markets. SpaceX’s Starlink Mobile service launched commercially in July 2025 through a partnership with T-Mobile, starting with messaging before expanding to broadband data. SpaceX secured access to valuable wireless spectrum through its $17 billion deal with EchoStar, paving the way for significantly faster satellite-to-phone speeds.
SpaceX was not shy about its reaction. SpaceX president and COO Gwynne Shotwell responded on X: “Weeeelllll, I guess Starlink Mobile is doing something right! It’s David and Goliath (X3) all over again — I’m bettin’ on David.” SpaceX’s VP of Satellite Policy David Goldman went further, flagging potential antitrust concerns and asking whether the DOJ would even allow three dominant competitors to coordinate in a market where a new rival is actively entering.
Weeeelllll, I guess @Starlink Mobile is doing something right! It’s David and Goliath (X3) all over again — I’m bettin’ on David 🙂 https://t.co/5GzS752mxL
— Gwynne Shotwell (@Gwynne_Shotwell) May 14, 2026
Financial analysts at LightShed Partners were blunt, saying the announcement showed the three carriers are “nervous,” and pointed to the timing: “You announce an agreement in principle when the point is the announcement, not the deal. The timing, weeks ahead of the SpaceX roadshow, was the point.”
As Teslarati reported, SpaceX’s next generation Starlink V2 satellites will deliver up to 100 times the data density of the current system, with custom silicon and phased array antennas enabling around 20 times the throughput of the first generation. The carriers’ JV, which has no definitive agreement, no financial structure, and no deployment timeline yet, will need to move quickly to matter.
Elon Musk’s SpaceX is targeting a Nasdaq listing as early as June 12, aiming for what would be the largest IPO in history. With Starlink now serving over 9 million subscribers across 155 countries, holding 59 carrier partnerships globally, and now powering Air Force One, the carriers’ joint venture announcement landed at exactly the wrong time to look like anything other than a defensive move.
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