¿Cómo le está yendo a Tesla mientras Musk se centra en Twitter?

While Elon Musk is often associated with The Boring Company, Starlink, Neuralink, or SpaceX (SPCX ), his closest affiliation remains with Tesla (TSLA ).  Over the past year, however, the billionaire’s attention has clearly been focused on the reimagining of Twitter.  With that being case, how has Tesla been performing as of late, and what notable developments involving the company have occurred?

Tesla, Inc. (NASDAQ: TSLA)

Tesla, Inc. es a la vez una empresa de vehículos eléctricos y de energía limpia.  Aunque es conocida por su gama de vehículos eléctricos, ha ampliado cada vez más sus operaciones a lo largo de los años para incluir productos de energía solar y soluciones de almacenamiento de energía, como el Powerwall y el Solar Roof.

Independientemente del producto, el objetivo de Tesla es promover la sostenibilidad energética global mediante la electrificación y la automatización.  Cabe destacar que Tesla también se ha convertido en un importante agregador de datos, lo que le permite desarrollar las bases para futuros servicios de taxis autónomos, además de tecnologías auxiliares como la inteligencia artificial.

Tesla fue fundada en 2003 y tiene su sede en Texas, Estados Unidos.

Capitalización de mercado: $9.18B

Relación precio‑beneficio (P/E): 84.84

Ganancias por acción (EPS): $3.40

At the time of writing, Tesla (TSLA) boasted the above metrics and is listed as a ‘Buy’ among most major investment firms.

Línea de ensamblaje del Cybertruck

Although there have been delays since it was first announced, production of the Cybertruck has officially begun.  First announced in 2019, the Cybertruck is expected to be listed between $40,000 and $70,000 depending on trim level, making it quite appealing among the current crop of EV pickups.  In fact, competition among similar vehicles is building to the point that Ford has been forced to slash prices on its F-150 Lightning by almost $10,000.  Despite being widely praised, the F-150 Lightning is reported to have massively undershot expectations with only 15,000 units sold over 2022.  With the Cybertruck set to soon be on offer, boasting better value, it isn’t surprising that Ford was forced to make such a move.

Fuente: www.tesla.com/cybertruck

The Cybertruck, which is being built in Texas, currently boasts an impressive 1.6M reservations.  With a production target of 375,000 units per year, this means that customers may not see their Cybertruck until 2027 – and that is if everything goes according to plan.

Compartir es cuidar

While the first Cybertruck officially rolling off the assembly line is exciting news, another recent development is, arguably, more important – the adoption of Tesla’s charging network among competing manufacturers.

As it stands, the following are a few examples of the companies that have each reached agreements with Tesla to use its charging network across the United States.

• Electrify America
• Ford
• General Motors
• Mercedes-Benz
• Polestar
• Volvo

This network adoption is important, as it instantly makes EVs as a whole more appealing by lowering range anxiety due to a lack of accessible charging stations, in addition to increasing convenience through seamless interoperability.

Compensación injusta

On another note, Bloomberg reports that Tesla’s directors, including CEO Elon Musk, have recently agreed to return over $735 million in stock and cash to settle a lawsuit brought forth by a Michigan-based pension fund in 2020.

The suit, which alleges improper board member compensation also included names like Oracle (ORCL ) Corp. founder Larry Ellison, James Murdoch, and Kimbal Musk – each of which will relinquish stock grants and cash from already exercised options. The settlement also included mandatory changes for corporate governance and future board-level compensation reviews.

As part of the settlement, board members agreed to forgo their 2021 compensation and hire an independent consultant for future director-pay issues. The agreement still awaits approval from the Delaware Chancery Court to become final. The total settlement includes $458,649,785 in stocks and $276,616,720 in cash.

In 2018 alone, Tesla’s non-employee directors received stock grants worth more than $8.7 million.  It should be noted that, despite the decision to settle, the board denied any wrongdoing.  Rather, it notes that a settlement was viewed as the best way to avoid further litigation costs and uncertainty.

Palabra final

While Musk may be busy overseeing a revamp of Twitter, he is, at the end of the day, only one man.  Tesla has grown into one of the world’s largest EV manufacturers, and its team clearly hasn’t missed a beat.

Between Cybertrucks finally rolling off the line, putting its compensation lawsuit in the rearview, and widespread adoption of its charging network, the importance and influence of Tesla shows no signs of waning.  The bottom line is that, despite legacy car manufacturers working hard to electrify their lineups, Tesla remains the face of EVs in North America.