

Investor's Corner
Tesla posts date for Q2 2018 financial results and earnings call
Tesla has announced the date for the release of its second-quarter 2018 financial results report; as well as its following earnings call.
In a recent announcement on its Investor Relations page, Tesla stated that it would be posting its financial results for Q2 2018 after the market closes on Wednesday, August 1, 2018. The California-based electric car and energy company would also be issuing a brief advisory with a link to its Q2 2018 Update Letter, which would be accessible from Tesla’s Investor Relations website. A live Q&A session is set for 2:30 p.m. PST (5:30 p.m. EST), where Tesla would discuss its financial and business results during the quarter, as well as its outlook.
The announcement of Tesla’s Q2 2018 earnings call comes at a time when the company is attempting to sustain its pace of producing the Model 3 at an optimum rate. Tesla was able to hit its target of manufacturing 5,000 Model 3 during the final week of Q2 2018, though the company was only able to accomplish the feat by performing another “burst build.” As a result of this, some Wall St. analysts expressed reservations about Tesla’s capability to sustain the Model 3’s 5,000/week pace. Lower-than-expected deliveries of vehicles during the second quarter, as revealed in Tesla’s Q2 2018 production and deliveries report, weighed down the company’s stock further.
Nevertheless, some analysts such as James Albertine of Consumer Edge Research adopted a more optimistic stance on Tesla’s Q2 production and delivery figures. According to the analyst, the company’s Q2 numbers would likely be viewed as negative by investors, but “that story can be more than offset by the Model 3 in the second half of the year.” Based on Tesla’s pace since July started, it appears that Albertine’s prediction would likely come to pass.
Since the beginning of July, Tesla has exhibited an impressive flurry of activity that showed no signs of letting up. Reports of Tesla Senior Director of Investor Relations Aaron Chew recently meeting with investors and analysts emerged as well, suggesting that the company is aiming to achieve a sustained production rate of 5,000-6,000 Model 3 per week for Q3 2018. Tesla has also started pushing the Model 3 to customers, ending its anti-selling efforts for the vehicle. Test drive programs for the Model 3 Performance, a 5-minute Sign & Drive delivery system, and filings for more than 19,000 new Model 3 VINs since the start of July further suggest that Tesla is serious about making the Model 3 its ticket to profitability this third quarter.
The results of Tesla’s Q2 2018 financial results would be interesting, to say the least, as it was a quarter spent optimizing the Model 3’s production. During Q2, Tesla adopted several unorthodox strategies, including building a new assembly line for the Model 3 on the grounds of the Fremont factory, as well as air-freighting new robots and equipment from Europe. Amidst all these expenses, it would be up to Tesla to assure its investors that Q2 2018 is a turning point in the company’s history — one that could mark the start of Tesla’s profitability.
Elon Musk
Analyst: Elon Musk’s $1 trillion Tesla pay deal modest against robot market potential
Jonas highlighted Tesla’s longer-term ambitions in robotics as a key factor in his assessment.

Morgan Stanley analyst Adam Jonas, one of Wall Street’s most ardent Tesla (NASDAQ:TSLA) bulls today, has described Elon Musk’s newly proposed $1 trillion performance-based compensation package as a “good deal” for investors.
In a note shared this week, Jonas argued that the package helps align the interests of Musk and Tesla’s minority shareholders, despite its shockingly high headline number.
Future market opportunities
Jonas highlighted Tesla’s longer-term ambitions in robotics as a key factor in his assessment. “Yes, a trillion bucks is a big number, but (it) is rather modest compared to the size of the market opportunity,” Jonas wrote. He added that the humanoid robot market could ultimately surpass the size of today’s global labor market “by a significant multiple.”
“We have entertained scenarios where the humanoid robot market can exceed the size of today’s global labor market… by a significant multiple,” Jonas wrote, as shared on X by Tesla watcher Sawyer Merritt.
The analyst likened the arrival of AI-powered robotics to the transformative effect of electricity, noting that “contemplating future global GDP before AI robots is like contemplating global GDP before electricity.” The Morgan Stanley analyst’s insights align with the idea that as much as 80% of Tesla’s future valuation could be tied to its Optimus humanoid robot program.
Elon Musk’s pay package
Tesla’s board has tied Elon Musk’s proposed compensation package to some of the most ambitious targets in corporate history. The 2025 CEO Performance Award requires the automaker’s valuation to soar from roughly $1.1 trillion today to $8.5 trillion over the next decade, a level that would make Tesla the most valuable company in existence.
The plan also demands a leap in Tesla’s operating profit, from $17 billion in 2024 to $400 billion annually. It also ties the CEO’s compensation to a number of product milestones, including the delivery of 20 million vehicles in total, 10 million active Full Self-Driving subscriptions, 1 million Tesla Bots, and 1 million Robotaxis in operation. Tesla’s board emphasized that Musk’s leadership was fundamental to achieving such ambitious goals, with Chair Robyn Denholm noting the award would align the CEO’s incentives with long-term shareholder value.
Elon Musk
Tesla board reveals reasoning for CEO Elon Musk’s new $1 trillion pay package
“Yes, you read that correctly: in 2018, Elon had to grow Tesla by billions; in 2025, he has to grow Tesla by trillions — to be exact, he must create nearly $7.5 trillion in value for shareholders for him to receive the full award.”

Tesla’s Board of Directors has proposed a new pay package for company CEO Elon Musk that would result in $1 trillion in stock offerings if he is able to meet several lofty performance targets.
Musk, who has not been meaningfully compensated since 2017, completed his last pay package by delivering billions in shareholder value through a variety of performance-based “tranches,” which were met and resulted in the award of billions in stock.
Elon Musk’s new pay plan ties trillionaire status to Tesla’s $8.5 trillion valuation
However, Musk was unable to claim this award due to a ruling by the Delaware Chancery Court, which deemed the payout an “unfathomable sum.”
Now, the company is taking steps to ensure Musk gets paid, as the Board feels that it is crucial to retain its CEO, who has been responsible for much of the company’s success.
This is not a statement to undermine the work of all of Tesla’s terrific employees, but a ship needs to be captained by someone, and Musk has proven he is the right person for the job.
The Board also believes that, based on a statement made by the company in its proxy, various issues will be discussed during the upcoming Shareholder Meeting.
Robyn Denholm and Kathleen Wilson-Thompson recognized Musk’s contributions in a statement, which encouraged shareholders to vote to approve the payout:
“We’re asking you to approve the 2025 CEO Performance Award. In designing the new performance award, we explored numerous alternatives. Ultimately, the new award aims to build upon the success of the 2018 CEO Performance Award framework, which ensure that Elon was only paid for the performance delivered and incentivized to guide Tesla through a period of meteoric growth. The 2025 CEO Performance Award similarly challegnes Elon to again meet a series of even more aspirational goals, including operational milestones focused on reaching Adjusted EBITDA targets (thresholds that are up to 28 times higher than the 2108 CEO Performance Award’s top Adjusted EBITDA milestone) and rolling out new or expanded product offerings (including 1 million Robotaxis in commercial operation and delivery of 1 million AI Bots), all while growing the company’s market capitalization by trillions of dollars.
Yes, you read that correctly: in 2018, Elon had to grow Tesla by billions; in 2025, he has to grow Tesla by trillions — to be exact, he must create nearly $7.5 trillion in value for shareholders for him to receive the full award.
In addition to these unprecedented performance milestones, the 2025 CEO Performance Award also includes innovative structural features, born out of the special committee’s considered analysis and extensive shareholder feedback. These features include supercharged retention (at least seven and a half years and up to 10 years to vest in the full award), structural protections to minimize stock price volatility due to administration of this award and, thereafter, incentives for Elon to participate in the Board’s continued development of a framework for long-term CEO Succession. If Elon achieves all the performance milestones under this principle-based 2025 CEO Performance Award, his leadership will propel Tesla to become the most valuable company in history.”
Musk will have a lot of things to accomplish to receive the 423,743,904 shares, which are divided into 12 tranches.
However, the Board feels he is the right person for the job, and they want him to remain the CEO. This package should ensure that he stays with Tesla, as long as shareholders feel the same way.
Investor's Corner
Elon Musk’s new pay plan ties trillionaire status to Tesla’s $8.5 trillion valuation
Shareholders are expected to vote on the proposal at the annual meeting on November 6.

Tesla’s board has proposed a new compensation package for CEO Elon Musk that could make him the world’s first trillionaire and Tesla the most valuable company in history.
The 2025 CEO Performance Award, outlined in a securities filing on Friday, would be worth up to $900 billion in Tesla stock (NASDAQ:TSLA) if the automaker achieves a series of aggressive performance and valuation goals, according to the New York Times.
Shareholders are expected to vote on the proposal at the annual meeting on November 6.
Tesla is aiming for an insane $8.5 trillion market cap
The package requires Musk to lift Tesla’s market capitalization from about $1.1 trillion today to $8.5 trillion over the next decade. At that level, Tesla would surpass every major public company in existence. Nvidia, currently the world’s most valuable firm, has a market cap of around $4.2 trillion today, as noted in a Motley Fool report. Microsoft and Apple follow at $3.8 and 3.6 trillion each, while Saudi Aramco is valued at around $1.5 trillion.
If Tesla achieves its $8.5 trillion target, it would be worth more than twice Nvidia’s present valuation and nearly eight times its current size. The compensation plan also requires Tesla’s operating profit to grow from $17 billion last year to $400 billion annually.

Elon Musk’s path to a trillionaire status
Apart from leading Tesla to become the world’s biggest company in history, Musk is also required to hit several product targets for the electric vehicle maker. These include the delivery of 20 million Tesla vehicles cumulatively, 10 million active FSD subscriptions, 1 million Tesla bots delivered, and 1 million Robotaxis in operation.
Tesla board chair Robyn Denholm and director Kathleen Wilson-Thompson said retaining Musk is “fundamental to Tesla achieving these goals and becoming the most valuable company in history.” If successful, the plan would raise Musk’s Tesla stake from 13% to about 25%, further consolidating his control. It would also result in the CEO earning $900 billion in TSLA stock, allowing him to effectvely become a trillionaire.
The proposal mirrors a 2018 compensation plan that was invalidated in Delaware court earlier this year in the way that it is focused on very aggressive targets and operational milestones. Tesla has since shifted its corporate registration to Texas, where challenges from potential activist shareholders are less of a risk.
Tesla’s SEC filing can be viewed below.
www-sec-gov-Archives-edgar-data-1318605-000110465925087598-tm252289-4_pre14a-htm… by Simon Alvarez
-
News2 weeks ago
Tesla is overhauling its Full Self-Driving subscription for easier access
-
Elon Musk2 weeks ago
Elon Musk shares unbelievable Starship Flight 10 landing feat
-
Elon Musk2 weeks ago
Elon Musk reveals when SpaceX will perform first-ever Starship catch
-
Elon Musk7 days ago
Tesla’s next-gen Optimus prototype with Grok revealed
-
Elon Musk2 weeks ago
SpaceX Starship Flight 10 was so successful, it’s breaking the anti-Musk narrative
-
News4 days ago
Tesla launches new Supercharger program that business owners will love
-
Elon Musk4 days ago
Tesla Board takes firm stance on Elon Musk’s political involvement in pay package proxy
-
News1 week ago
Tesla appears to be mulling a Cyber SUV design