IT News on November 4th: Tesla's earnings call is set to undergo a redesign. Previously, investors compared Tesla's third-quarter earnings call held last month with a meeting organized by SpaceX the day before, noting that the latter was more engaging in format. In response, Elon Musk (Elon Musk) recently stated on the X platform that Tesla's next earnings call will be conducted in video format and will be "more interesting."
The incident started when user @TeslaBoomerMama posted a request that Tesla's next financial report conference should be conducted in video format, and that "someone with a bright smile, like Gwyn (Gwynne) did yesterday, should be invited to appear on camera." Musk responded, "That will be the case next time."
Subsequently, user X @farzyness rated the presentation quality of SpaceX's financial report meeting as “A+”, but gave Tesla a rating of “F-”. Musk responded to this by saying, “That makes sense, we will make the meetings more interesting next time.”
SpaceX has set higher standards
On October 20th, SpaceX held its second financial report conference in the company's history, one day earlier than Tesla's third-quarter financial report conference. Unlike Tesla, which continues to use the traditional pure audio live broadcast format, SpaceX upgraded the traditional audio webcast to a real-time video conference, with the live broadcast taking place at the Starlink (Starlink) factory in Bastrop, Texas, USA (Bastrop).
This meeting not only presented financial data but also included a wealth of visual content. At the beginning of the meeting, a video reviewing business achievements was played, and Musk also showcased animated simulations of the Starship ( Starship ).
The financial data released by SpaceX also attracts attention. The company's revenue in the third quarter reached $14.6 billion (Note from IT: The current exchange rate is approximately 97.587 billion RMB), a year-on-year increase of 161%; net profit was $4.4 billion (the current exchange rate is approximately 29.41 billion RMB).
In addition, SpaceX has also completed its first revenue-generating starship mission, successfully deploying 26 Starlink V3 satellites. Musk stated that within the next three years, SpaceX will increase the bandwidth capacity of Starlink satellites by 100 times compared to the current level. As of the end of the third quarter, the number of Starlink users had reached 13.6 million.
In contrast, Tesla's financial report conference also revealed a number of important announcements, including FSD a new record in the number of subscribed users, as well as Robotaxi the timeline for business expansion, etc. If you don't want to listen to the entire audio conference, you can learn about all the announcements through a review of the third-quarter financial report conference.
When will Tesla's first video financial report conference be held?
Tesla's next earnings conference call is expected to be held in late January next year, when it will announce the results for the fourth quarter of 2026 and the full year. If Musk keeps his promise, this conference will mark Tesla's first earnings call to be conducted via video.
Prior to this, Tesla will also hold its annual general meeting of shareholders in one month, scheduled for December 3rd. The general meeting itself is already conducted in the form of a video live broadcast, and it is usually more interactive and entertaining than the financial report conference calls. Therefore, Tesla fans may get to see even more impressive performances at this meeting first.
Currently, Musk has not revealed what forms of entertainment will be included in Tesla's future financial report conference calls. However, the on-site factory settings, business review videos, and animated presentations previously used by SpaceX have provided a good reference for Tesla.
