TS

Tesla, Inc. stock research

Mar 31, 2023

FY2023 Q1

Tesla (TSLA) Gross Margin — Quarter Ended Mar 31, 2023

Revenue increased from the same quarter last year but decreased from the prior quarter. Gross profit declined from both periods, while cost of revenue increased, resulting in a lower gross margin.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue increased from the same quarter last year but decreased from the prior quarter. Gross profit declined from both periods, while cost of revenue increased, resulting in a lower gross margin.

  • The increase in cost of revenue relative to revenue was the most significant factor, as cost growth outpaced revenue changes.
  • Gross margin weakened both sequentially and compared to the same quarter one year earlier.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

19.3%

Gross profit

$4.5B

Revenue

$23.3B

Cost of revenue

$18.8B

Quarter-over-quarter change

n/a

Year-over-year change

n/a

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$23.3B$4.5B$18.8B19.3%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Year-ago quarter unavailable

n/a

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The increase in cost of revenue relative to revenue was the most significant factor, as cost growth outpaced revenue changes.

Gross margin weakened both sequentially and compared to the same quarter one year earlier.

Monitor the trend of cost of revenue relative to revenue in upcoming quarters.