also this Contract and development of the EDV was way before the IRA was passed- there has to be demand for Commercial Delivery vehicles with a 7500 credit no cap. they just cant sell them to anyone else yet.
I think everyone is making great points, I think this was touched on, but I think EV consumers aren't looking for the Ford 150 chassis on top of a battery skateboard, I think ultimately thats what went wrong. the what something that looks like a EV, IMO. Also the dealership model is hurting them...
sure, but does the soccer mom really care about the extra second to 60?- I think the dual motor large pack standard are what people are going to compare to the Model X seven seater... not the performance and I think it compares pretty well
edit- you should probably edit that in to your original...
"Model X dual motor with 7 seats, 348 miles range, and 3.8 0-60 = $83,490
R1S dual motor with 7 seats, 340 miles range, and 3.5 0-60 = $89,000"
this is the wrong price for the R1S dual motor- its 84k
IMO, I think enduro was meant for a single and dual motor set up because of its specs that are somewhat on par with the quad. The motor that RJ mentioned being tested in the Q&A will probably replace the Bosch quad R1 and future quad set ups I would bet. (this has already been said)
has anyone seen the dual R1T with the standard pack? that's what I really was looking for. 340 with a large with the R1S I think is pretty great actually.
What I'm hopeful and what I think they are aiming for is not only better performance, but a more efficient motor on their high end product. gets a better use from their charge. I don't think they feel like the Bosch motor is efficient at all. Go from 320+ in conserve to 350 or so and more...
so no surprise on earnings- they are just getting better at controlling their expenses- only (1.25) loss per share. I think next quarter we will see some benefit in the new battery/motor EDV- hopefully we can get the production up to 12-14k with 11-12k deliveries with more of those going to post...
apparently it is getting cheaper to make them, they believe they can become profitable by 2024 (from the last call) because they are cutting cost in the manufacturing 50% of where they are going to become profitable will come for cheaper components. Claire said that cost cutting doesn't even...
9,395 produced Q1 of 2023
7,946 delivered in Q1 of 2023
around 700 million in revenue- the only "surprises" would be better than expected revenue because more post 3/1 vehicles, and/or they have cut cost and/or they revised the 50,000 yearly production number up or down. if the revenue hits and...