Peter Schel

Everyone has a plan until they get punched in the face. Partner@IBM #Digital #Mobility #EV #Husband #Father #Footballfan #Hockeyfan - Tweets are my own.

[FC St. Pauli @fcstpauli]

Aus gegebenem Anlass!

#KeinMenschIstIllegal #Jatta #fcsp

[Peter Schel @SchelPeter]

Zur Sendung sollte der Shop laufen, oder? #fail #osmanstoechter #DHDL

[Peter Schel @SchelPeter]

You have to watch the video in full screen to enjoy the climate control 😉

[Peter Schel @SchelPeter]

I really love the animation in the new #Tesla App. Acceleration, Climate control. Thanks @elonmusk and team for the passion for the details. #Automotive #app

[Peter Schel @SchelPeter]

Same here

[Peter Schel @SchelPeter]

@tatentschluss https://t.co/0P6VFXfk9S

[Peter Schel @SchelPeter]

@alex_avoigt You can find the split in the IR report. 2,2% of the deliveries are BEV (Mini, iX3, i3). Your guess was right 😉https://t.co/x7rjfhwJHj

[Peter Schel @SchelPeter]

@alex_avoigt I believe, that having a high speed connection into an autonomous driving car will be a premium service to provide high quality content like videos, gaming or video calls to the passengers.

[Peter Schel @SchelPeter]

@TeeKay_EV @sascha_p @Numb3rPi Genau. Ein Anteil. Und bei einer angegommenen Takerate von 35% von FSD gibt es da draußen noch 65% der Fahrzeuge, die noch monetarisiert werden können. Subscription.

[Peter Schel @SchelPeter]

@sascha_p @Numb3rPi Aber auch ohne Def. Revenue kann ich Deiner Argumentation nicht folgen:

[Peter Schel @SchelPeter]

@sascha_p @Numb3rPi

[Peter Schel @SchelPeter]

@ceo_plus_ch And now let's add subscription to this equation. Recurring rev from today's non-FSD clients with high profit. App Store to come. I guess you already prepared the calc to add some digits😉.

[Peter Schel @SchelPeter]

@ceo_plus_ch Beside the high margin, it enables #Tesla to drive rev and profit in Q also independently from in Q car sales.

[Peter Schel @SchelPeter]

@ceo_plus_ch And nice write up: https://t.co/OkN8O6QGFo

[Peter Schel @SchelPeter]

@ceo_plus_ch The high margins on the SW coming in stepwise with the deferred revenue of 1.7bn will improve the #Tesla position even more over time.

[Peter Schel @SchelPeter]

@ceo_plus_ch Did you take the deferred revenue into account?

[Peter Schel @SchelPeter]

@WSWMUC @_mobility_ @teslamag @TeslaSchweiz @Tesla_DE @GeorgKonjovic @Model3GER @163Grad @claus_hammer ...aktuell einzigartige Plattform aufgrund Ökosystem und Software. Und Starlink kommt ja noch 😉.