Investor's Corner
10 things Tesla (TSLA) retail investors want to know from the Q2 2019 earnings call
Tesla’s (NASDAQ:TSLA) retail investors are aggregating a number of inquiries that will likely be addressed by the electric car maker’s executives in the upcoming Q2 2019 earnings call. The questions are aggregated from verified TSLA shareholders by Say, a startup that aims to create and develop investor communication tools.
Using the platform, Tesla investors have been submitting and voting on inquiries they wish to be discussed and clarified by the electric car maker. The crowdsourced initiative has garnered quite a lot of support from the TSLA investor community, with over 340 retail shareholders representing around $34 million worth of stock posting their inquiries on the platform.
Here are 10 questions that garnered a notable number of from the company’s retail shareholders.
- It has been stated that Tesla is supply-constrained and not demand constrained. Can you help shed some light on why Tesla is lowering car costs if still supply constrained?
- Many of us who follow Tesla closely are incredibly excited about a battery and powertrain investor day and its technological implications. Can you provide us any more details on when this will be and what will be covered?
- You stated on the Q4 2018 earnings call that customer service was a personal priority for 2019. Can you update us on what has been done to date to ensure all owners are receiving an industry-leading customer experience?
- In April, Gigafactory 1 had an efficiency of about 23 out of the 35 GWh theoretical capacity. Has this been improved yet, and is Tesla still cell constraint? And are there any near-term plans to increase the plant theoretical capacity?
- With Tesla Insurance, will Tesla take responsibility for accidents that happen while in AP (Owner doesn’t have to pay the deductible) and will drivers get premium discount based on % of miles driven in AP?
- What changes manufacturing wise will be implemented in Gigafactory 3 in comparison with Fremont? Thanks.
- Tesla previously emphasized that a major long term advantage was in the design of “the machine that builds the machine”, ie the factory becoming an “alien dreadnought.” Is this still a long term vision? How far along are towards the alien dreadnought factory?
- Model S/X sales are down YoY about 20%. Is ~15K units per quarter the new normal or do you foresee sales getting back up to ~25K units in the near term?
- Many Tesla owners are finding it exceptionally difficult to communicate with Tesla service. Many wait 5 hours on hold or are caught in phone tree loops. Several service centers can only be scheduled by phone, which is nigh impossible. What is being done about Tesla service hell?
- Sandy Munro has proven himself to be an incisive and objective in his analysis of the Model 3. Would you consider hiring to consult on the designs of future models and/or production lines? Why or why not?
Tesla is yet to fully confirm if it will be entertaining questions from Say in the upcoming earnings call, though the company has addressed inquiries from retail shareholders in the past quarters. In the first-quarter earnings call, retail investors representing $30 million worth of TSLA shares were able to have multiple inquiries addressed before company executives took questions from Wall Street analysts.
Tesla is quite unique in the way that it is willing to democratize its process of communicating its earnings to shareholders and its institutional investors. Such a strategy is yet another step away from convention, considering that traditional earnings calls usually feature exclusive questions from Wall Street analysts and the occasional member of the media.
Tesla’s second-quarter earnings call is expected to be held on Wednesday, July 24, 2019 at 3:30 p.m. Pacific Time (6:30 p.m. Eastern Time).
The full list of questions from TSLA’s retail investors listed on Say could be accessed here.
Elon Musk
SpaceX Starship just nailed something it’s never done before
SpaceX’s Starship flew successfully Friday, landing both stages and deploying its first Starlink V3 satellites.
Starship’s thirteenth test flight delivered exactly what SpaceX needed with a clean liftoff, two successful stage recoveries, and the first real payload the vehicle has ever carried to space. Booster 20 and Ship 40 lifted off at 5:51 p.m. CT from Starbase, and by the time the mission wrapped roughly an hour later, both halves of the rocket had done exactly what they were supposed to do.
Booster 20 separated from Ship 40 a few minutes into the flight and stuck a controlled splashdown in the Gulf of Mexico about six minutes after liftoff. That is a meaningful turnaround from Flight 12 in May, when the booster lost several engines during its boostback burn before a hard water landing attempt.
Starship as seen from Starlink satellites pic.twitter.com/e2hvfmnewh
— Elon Musk (@elonmusk) July 25, 2026
Starship 40’s performance was arguably the bigger win. The vehicle deployed the first 20 operational Starlink V3 satellites Starship has ever carried, then flew a suborbital arc to a landing in the Indian Ocean that SpaceX commentator Dan Huot called the company’s softest splashdown yet. “This is a dream scenario for this team that’s trying to get this heat shield data,” Huot said on the live broadcast, according to Space.com’s live coverage. “I’m a little over the moon right now. Wow. Lucky number 13.”
Unlike the mass simulators SpaceX flew on Flight 12, these were production Starlink V3 satellites, meant to extend solar arrays and antennas and attempt to link with the broader constellation before reentering minutes later. Getting real hardware through a full deploy sequence on only the second flight of the V3 generation keeps Starship on schedule for the payload work NASA is counting on for future Artemis lunar landings.
What an awesome launch, really seems like everything went super well and it was all incredibly smooth.
SpaceX is awesome. Very interested to see how the market will respond on Monday pic.twitter.com/KSHmyBfV55
— TESLARATI (@Teslarati) July 25, 2026
— TESLARATI (@Teslarati) July 25, 2026
The flight also arrives at a moment when SpaceX needed a win. SPCX has traded below its $135 IPO price since mid-July, as Teslarati reported when the mission slipped to Friday, and short interest has climbed to roughly a third of the tradable float. A clean flight will not fix a balance sheet, but it does answer the one question SpaceX absolutely needed answered this week: whether the fixes made after the July 16 abort would hold up under real flight conditions. They did, on both stages, on the first try after the redesign.
SpaceX has not set a target date for Flight 14, though the company has said it wants to push toward an orbital attempt on the next mission. After Friday, that goal looks a lot more within reach.
Tesla short sellers won big following the company’s massive fall on Wall Street after it reported subpar Earnings on Wednesday.
Tesla short sellers collected about $4.12 billion in single-day profits on Thursday, according to Bloomberg. Shares fell as much as 15 percent during Thursday’s session. It closed as one of the worst days for Tesla on Wall Street in the past three years.
Investors sold off the stock after Tesla said it would aggressively direct its spending toward AI and its Optimus robot project. The company had record revenues, which were driven by one of the strongest quarters in terms of vehicle deliveries in company history.
However, it missed EPS estimates by reporting just $0.33, a far cry from the $0.53 analysts expected.
S3 Partners reported that about 3 percent of Tesla’s outstanding stock is sold short. Managing Director at S3, Ihor Dusaniwsky, provided the short seller’s potential profit, as well as another figure: shorts have likely had paper gains of $8.92 billion this year, as Tesla shares are down 30 percent in 2026.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla has burned short sellers many times in the past, but the company’s latest Earnings Call was a chance for those skeptics to taste some payback. Although the company gave some very transparent information regarding future projects, the rollout of Robotaxi, Optimus, and Semi, many investors took their profits on Thursday.
Notable short sellers like Michael Burry have been transparent about their skepticism around Tesla shares. Burry just revealed three weeks ago that he had opened up a new short on the stock, stating he shorted Tesla shares at $416.22. “Happy it jumped back to this level,” he said in a blog post.
At the time of publication, Tesla shares were down about 3 percent and the stock was trading at $309.92.
Tesla stock (NASDAQ: TSLA) endured one of its sharpest single-day declines in years on July 23, tumbling approximately 14.5 percent and closing near $320 after opening the session around $374. The drop erased more than $140 billion in market value amid heavy trading volume and left the shares at multi-week lows.
The sell-off followed the company’s second-quarter 2026 results, released the previous evening. Tesla reported record revenue of $28.2 billion, up 26 percent year over year, driven by a Q2-record 480,126 vehicle deliveries. Energy storage deployments also rose strongly.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Yet profitability disappointed sharply. Operating income fell 57 percent to $398 million, compressing the operating margin to just 1.4 percent. Non-GAAP earnings per share came in at $0.33, well below the roughly $0.53 analysts had expected. Free cash flow turned negative by $1.1 billion as capital expenditures surged 142 percent to $5.8 billion, largely tied to accelerated spending on artificial intelligence, robotics, and autonomous systems.
The losses on capex were expected, as Tesla said it would be spending heavily in 2026.
Investors also reacted to lingering uncertainty surrounding key product timelines. During the Earnings Call, management reiterated ambitions for Robotaxi deployment and the Optimus humanoid robot, but offered limited new concrete milestones, renewing questions about execution pace that have long accompanied Tesla’s ambitious roadmap.
The magnitude of the decline places it among Tesla’s more severe one-day percentage losses since its 2010 initial public offering. Historically, the two largest single-day drops (split-adjusted) remain September 8, 2020, when shares fell 21.1 percent amid broader market volatility and valuation concerns, and January 13, 2012, with a 19.3 percent plunge during the company’s early growth struggles.
Other notable declines include an 18.6 percent drop on March 16, 2020, at the onset of pandemic-related market turmoil. Thursday’s move ranks roughly ninth on the all-time list but stands out as the steepest in more than a year.
Despite the short-term pain, Tesla’s long-term trajectory has repeatedly recovered from such volatility. The latest results underscore both the strength of its core automotive and energy businesses and the near-term costs of heavy investment in next-generation technologies.
SpaceX Starship just nailed something it’s never done before
Tesla’s Supercharger Diner probably just secured more locations
