Toni Sacconaghi - Sanford Bernstein


Last quote by Toni Sacconaghi

So you are looking at a 100 million cars vs maybe a few hundred thousand trucks in terms of an addressable market. Even if Tesla does well, it's really not going to change the story. It is all about
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Nov 16 2017
Toni Sacconaghi has been quoted 31 times in 24 different articles. On this page, you will find all of Toni Sacconaghi’s quotes organized by date and topic. Alongside each quote is a link back to the article where the quote was reported, so you can go back to the source for more context if you need it. Topics that Toni Sacconaghi speaks about are Apple, Peter Thiel, and issue, for example. Most recently, Toni Sacconaghi was quoted in the article Tesla to unveil electric big-rig truck in midst of Model 3 factory 'hell' saying, “It is somewhat unclear why the company needs another major initiative ... on its already full plate.”.
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Toni Sacconaghi quotes

Sep 13 2017 - IPhone

If you have consumers that place orders in early November, and they can't get a phone until 2018, then I think it matters. There are other attractive offerings out there. And while ecosystem loyalty is high, if you were hoping to get this great new phone in September, and now you're waiting until 2018, I think you'll get ....

Sep 13 2017 - IPhone

I think if you read reviews, they're unequivocal. The device is highly attractive, the screen is the best screen ever seen ... and ... the phone feels really terrific in one's hands. I think this will be a significant phone. We've believed for a long time that there's pent-up excitement around it, and that there'll be a significant number of

Sep 12 2017 - Tesla

Even if we disregard the governmental, economic, and technological tailwinds benefiting the BEV segment, market momentum is increasing for BEVs, in no small part thanks to Tesla. Importantly, Tesla has created a compelling BEV unlike any other offered on the market: the Model S, X, and 3 all have wide consumer appeal and excellent performance; arguably, Tesla is changing the mindsets of consumers in terms of what an EV can

Sep 12 2017 - Tesla

Seeing Tesla's success and bracing for a BEV future, OEMs have jumped

Sep 05 2017 - IPhone

We continue to believe that Apple offers attractive risk

Aug 23 2017 - IPhone

People spend hours on it every day, so they can justify paying more for what they believe to be the best

Aug 02 2017 - Tesla

CEO Elon Musk sounds increasingly squeamish about the production ramp. Cannibalization appears

Aug 01 2017 - Tesla

Many Tesla owners may never return to internal combustion engine (ICE) cars and while many would consider other competitive electric vehicle (EV) offerings, most appear to be relatively loyal to Tesla, underscoring Tesla's first mover

Aug 01 2017 - Tesla

Cannibalization by the Model 3 is clearly a risk – the fact that nearly a third of current owners hold reservations raises concerns that the Model 3 may cannibalize sales of higher-end Tesla models upon

Jul 31 2017 - Tesla

We believe the Model 3 was as good as or better than expected, and pricing was as expected with considerable initial upsell. That said, the rubber now hits the road, and the fundamental questions remain unanswered. CEO Elon Musk sounds increasingly squeamish about the production

Jul 06 2017 - Tesla

Tesla's Q2 production and deliveries report raised more questions than answers, particularly about Model S and X

May 03 2017 - Tesla

You effectively have to believe that Tesla becomes BMW or Mercedes in size with superior profit margins to justify the valuation. The big debate is: can they do that? I think if you look at the hard economics, it is tough to believe that the Model 3 will be a really profitable car, given where they are priced

Apr 19 2017

It appears inexpensive on price-to-earnings, but I think, as you all noted, it does have net debt, and its cash flow is structurally weaker than its earnings. We think the cash flow has benefited from a number of one-time items like a lower tax rate and some sales of intellectual property, so the real, sort of, multiple is closer 16 or 17 times cash flow, which is simply too expensive for a company whose top line is structurally

Mar 09 2017 - Tesla

Tesla has struggled to have healthy gross margins on the Model S and Model X today, and they sell for $100,000 on

Mar 09 2017 - Tesla

We have seen this pattern play out before (with AAPL, NFLX, AMZN), where a single company triggers a sea change in outlook among consumers and, eventually, among traditional incumbents, who further validate the shift. Our experience is that consumer technology disruptions occur much more quickly than is typically expected. We believe that EVs [electric vehicles] could be 40 percent of the auto market in 20 years and over 50 percent by

Feb 28 2017 - IPhone

Our analysis suggests that the stock is highly anticipatory of new product announcements. We found that the stock appreciates [and] outperforms the market by an average of 1,600 basis points in the six months prior to an iPhone product launch. He loves great consumer franchises, which obviously Apple has. He loves recurring revenue. He likes disciplined capital deployment. Apple fits the bill on all of those

Jan 13 2017

Beyond that, can you invest in this stock for five years? I understand where Peter Thiel is coming from: It's unclear that you can. There's a leap of faith that Apple is an innovative

Jan 13 2017

It was was one of the most spectacular companies in history over the last ten years, revenue went up ten-fold, earnings went up thirty-fold. That's not happening again. And the smartphone is an increasingly mature product, and that's the preponderance of Apple's revenues and profits. For Apple to really grow meaningfully again, it's going to have to find new things beyond the phone, and that's a big question

Sep 14 2016 - AT&T

It's tricky to know exactly how many might upgrade this year, for the 7, and how many might wait. Part of the issue is that Apple is now in its mature phase of the iPhone evolution. Five years ago, only about 25 percent of the people purchasing an iPhone were upgrading. Today it's about 80

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