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OP referenced revenue growth, not margin expansion. All else equal, you'd expect to see existing products take share and generate movement on the top-line. Tho
by xenophon 6y ago
OP referenced revenue growth, not margin expansion. All else equal, you'd expect to see existing products take share and generate movement on the top-line.
Though it could be the case that their investment in new product development reduces their ability to meet current demand and therein throttles revenue; not sure if the 10Q references their order backlog.
- donor20 6y agoI think they have taken share recently, but total volumes are down. That said, I think tesla is WILDLY overpriced (and I used to own tesla stock).