Tesla Motors Investor Presentation: Jeff Evanson
Tesla Motors Investor Presentation: Jeff Evanson
Tesla Motors Investor Presentation: Jeff Evanson
January 2014
Jeff Evanson
VP Investor Relations
Safe Harbor Statement
The following important factors, without limitation, could cause actual results to differ
materially from those in the forward-looking statements: delays in the ramping of production
capacity and delivery of Model S, including the ability of suppliers to supply parts at desired
quality levels and quantities; market acceptance of electric vehicles in general and new Tesla
vehicle models, specifically Model S, Model X and Gen III; Tesla’s ability to control the costs
associated with our business; Tesla’s ability to establish, maintain and strengthen the Tesla
brand; Tesla’s ability to execute on its retail strategy and for new store, service center and
Supercharger openings; potential difficulties in finding suitable Tesla store, service center and
Supercharger sites as well as the risks and uncertainties identified under the section
captioned “Risk Factors” in our quarterly report on Form 10-Q filed with the SEC on
November 8, 2013. Except as required by law, Tesla disclaims any obligation to update
information contained in these forward-looking statements.
Introduction
“Our goal when we created Tesla a decade ago was the same as it
is today: to drive the world’s transition to electric mobility by bringing
a full range of increasingly affordable electric cars to market.”
-Elon Musk | CEO
Corporate Overview
Founded: 2003
Employees: ≈6,000
Retail Locations: 100+
Tesla 190
Electric Miles millio
Driven: n
Partnerships
IP Leadership
Financial
Management
Comprehensive Capabilities
Direct feedback loop accelerates development
1. Streamlined
Development
• Developed
in ≈2 years
• Cost to
market ≈$650 million
2. Better
vehicles
• “The best
car we have ever tested”
Consumer Reports
3. Superior
Economics
• Profitable
on low volume
Leading F-Segment Vehicles
US Units Sold YTD thru Q3’13
16,000
14,000
12,000
10,000
8,000
6,000
4,000
2,000
- Tesla Model S MB S-Class BMW 7-Series Lexus LS BMW 6-Series Audi A7 Porsche
Panamera
Invest to Grow
Vehicles, Production, Customer Support
Vehicles
Production
Customer Support
Strong Growth Potential
Tesla 2013 Market Share
T
Expand Production
Supply Chain & Capacity
Suppliers
Production Capacity
Customer Support
Stores & Service
Today 2015
Time
Tesla Product Strategy
Better Driving at a Lower Price
$$
$$$
$$$$
Units
3rd Generation
2nd Generation
1st Generation
Time
0 - 60mph: 3.7 seconds • EPA Driving Range: 244 miles • Base Price: $109,000
Model S - Most Awarded Car of 2013
Your Only Car
Most Capable & Convenient
D-segment sedan
Available in ≈3 years
Advanced software
Core focus and Tesla DNA
- Battery Management
- Motor Control
- Diagnostics
- Touchscreen
- Traction and Stability Control
Customizable and upgradable
Powertrain Manufacturing
Highly scalable
Superior cost dynamics
Trade secret
methodologies
Vehicle Manufacturing
Efficient
Multi-platform
Superior ECO throughput
Reinventing Sales
Distribution & Marketing Combined