Core Insights - Tesla is introducing a new, more affordable Model Y variant, starting at $43,630, which is $7,000 less than the Premium AWD version [1] - The new Model Y AWD trim has a range of 294 miles, making it the shortest range among Model Y options, while the recently introduced Standard RWD trim starts at $41,630 with a range of 321 miles [2] - The AWD version accelerates from 0 to 60 mph in 4.6 seconds, which is 2.2 seconds faster than the RWD model [3] Product Line Adjustments - Tesla has removed the "Standard" label from its entry-level Model 3 and Model Y, now referring to them as "Rear-Wheel Drive," while higher trims retain "Premium" and "Performance" designations [4] - The company is discontinuing the Model S and Model X, which have been the weakest sellers in its lineup, as part of a strategy to focus on future technologies like autonomy and robotics [5] Sales Performance - Tesla's overall vehicle sales have declined by 9%, with the company losing its global EV sales leadership to BYD and being surpassed by Volkswagen in Europe [6] - In 2024, Tesla sold a combined total of 50,850 units of the Cybertruck, Model S, and Model X, accounting for just over 3% of its total sales of 1,636,129 vehicles [6]

Sector Overview - The chip sector is experiencing remarkable earnings growth and guidance, with companies like Coherent and Lamb Research struggling to meet high demand due to capacity constraints [1][2] - There is a notable pivot from Software as a Service (SaaS) companies towards hardware and power infrastructure stories, indicating a shift in investment focus [5][6] Company Insights - Companies like Broadcom and Nvidia are highlighted as strong performers, with Nvidia being central to AI and robotics advancements [3][20] - Tesla is viewed as a transformative company with potential catalysts in full self-driving AI and robotics, alongside its space initiatives [10][12] - The anticipated SpaceX IPO is expected to renew interest in Tesla and its leadership in AI and self-driving technology [14] Market Dynamics - The memory chip sector is considered cyclical and less favorable for investment, while other chip names are seen as more stable [3] - The demand for chips continues to outpace supply, with companies unable to fulfill orders, indicating a strong market position for leading firms [2][20] - The competitive landscape is evolving, with companies like Nvidia and AMD gaining significant market share, reflecting the importance of strong management in navigating market challenges [21][22]

Financial Data and Key Metrics Changes - The company reported record revenues of $12.3 billion and non-GAAP earnings per share (EPS) of $3.50 for fiscal Q1 2026, with non-GAAP EPS at the high end of guidance [6][16] - QCT revenues reached a record $10.6 billion, driven by strong performance in automotive and IoT segments [6][16] - Licensing business revenues were $1.6 billion, with an EBT margin of 77%, reflecting higher units and favorable mix [16] Business Line Data and Key Metrics Changes - QCT handset revenues reached a record $7.8 billion, benefiting from recently launched flagship smartphones [16] - QCT IoT revenues grew 9% year-over-year to $1.7 billion, driven by demand across consumer and networking products [16] - QCT Automotive revenues grew to $1.1 billion, up 15% year-over-year, driven by increased demand for Snapdragon Digital Chassis platforms [17] Market Data and Key Metrics Changes - Global consumer demand for handsets, particularly in the premium and high-tier segments, exceeded expectations, with healthy sell-through observed [6][7] - The handset industry is expected to face constraints due to memory availability and pricing, particularly DRAM, as suppliers redirect capacity to meet AI data center demand [7][18] - The company anticipates that the overall size of the handset market will be defined by memory availability throughout the fiscal year [39][69] Company Strategy and Development Direction - The company is focused on expanding its presence in the premium and high-tier smartphone segments, with a dual flagship product strategy that has been well received [8][42] - The company is investing in AI-native smartphones and intelligent wearables, positioning Snapdragon platforms as the choice for the industry [8][12] - The company aims to strengthen its leadership in automotive and robotics, with multiple design wins and collaborations with major automakers [10][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the fundamentals of the handset business despite near-term challenges related to memory supply [18][39] - The company expects to return to prior growth trajectories for QCT handset revenues once memory supply conditions normalize [18] - Management remains optimistic about the long-term growth potential in automotive and IoT, with combined growth expected to outpace long-term revenue targets [21][22] Other Important Information - The company returned $3.6 billion to stockholders, including $2.6 billion in stock repurchases and $949 million in dividends [17] - The company completed the acquisition of Alphawave Semi, enhancing its data center solutions [14] Q&A Session Summary Question: What factors are driving the weakness in handset outlook beyond memory pricing? - Management indicated that the weakness is entirely related to memory availability, with strong microeconomic indicators and handset demand observed [26][27] Question: Is the automotive revenue growth driven by ADAS wins? - Management confirmed that the automotive pipeline continues to translate into revenue, with new car launches contributing to record revenues [30] Question: How is the company progressing with data center customers? - Management reported positive progress with customers, including shipping to Humane and engagement with major hyperscalers [34] Question: What is the company's strategy regarding memory shortages? - Management clarified that they do not purchase memory directly but work with customers who do, ensuring flexibility in memory sourcing [67][69] Question: How does the company plan to navigate the memory allocation challenges with larger OEMs? - Management acknowledged that larger OEMs may have better access to memory but emphasized that the issue is industry-wide and not limited to specific customers [73]

Disclaimer Forward Looking Statements This Presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. These statements include, but are not limited to, our expectations or predictions of future financial or business performance or conditions. Forward-looking statements are inherently subject to risks, uncertainties and ass ...

Over the years, Tesla has expanded globally with a network of production facilities, showrooms, service centers, and Supercharger stations, and has increasingly emphasized advanced software and autonomous capabilities as part of its long-term strategy. Tesla is one of the world’s most valuable companies, with a current market cap of approximately $1.6 trillion.Tesla is an automotive and clean energy company headquartered in Austin, Texas. Tesla designs, manufactures, and sells electric vehicles (EVs), along ...

Group 1 - Tesla, Inc. is recognized as one of the 10 AI stocks analysts are monitoring, with Cantor Fitzgerald reiterating an "Overweight" rating, indicating confidence in Tesla's future as it transitions into autonomy, AI, and robotics [1][2] - The firm is optimistic about the potential of Tesla's humanoid robot, Optimus, while maintaining conservative initial modeling assumptions [2] - Analysts on Wall Street have a consensus "Buy" rating for Tesla, with an average price target of $480, suggesting a 13.8% upside, and a Street-high target of $600, indicating a potential upside of 42.24% [2] Group 2 - Tesla operates as an automotive and clean energy company, utilizing advanced artificial intelligence in its autonomous driving technology and robotics initiatives [4] - While Tesla is seen as a viable investment, there are opinions that other AI stocks may present greater upside potential with less downside risk [5]

Oil and gas refining is entering a new era, one defined not only by global demand fluctuations, regulatory pressure and decarbonisation goals but also by the operational intelligence required to keep complex refining assets running at peak performance. The US Energy Information Administration has revealed that global refining capacity stood at around 103.5 million barrels per day (mbbl/d) in 2023. Most planned growth is expected to be in the Middle East and Asia-Pacific regions, especially in China and In ...

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