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I'm sorry for being pedantic here - but your final sentence does not necessarily follow from the previous. Lowering ARPUs and tightening gross margin % are an
by clomond 7y ago
I'm sorry for being pedantic here - but your final sentence does not necessarily follow from the previous.
Lowering ARPUs and tightening gross margin % are an issue - yes. But the single most important factor here is gross margin in absolute terms. If sales volume increases to offset decreasing ARPUs, this doesn't make 'Tesla's fiscal position simply unsustainable'.
- threeseed 7y agoSales volumes are not offsetting decreasing ARPUs though. That's the problem. And you only have to look at Tesla's profit numbers to see this.