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2021-08-19

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Tesla's Ad Spending May Go From Zero To Meaningful In 2025: How Will Margins Be Impacted?<blockquote>特斯拉的广告支出可能会在2025年从零变为有意义：利润率将受到怎样的影响？</blockquote>

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(NASDAQ: TSLA) allocates virtually nothing for this avenue of promotion.<blockquote>与传统汽车制造商大举投入广告不同，电动汽车巨头特斯拉公司。（纳斯达克：TSLA）几乎没有为这种促销途径分配任何资金。</blockquote> Loup Funds'&nbsp;Gene Munster&nbsp;delved into the prospects of Tesla eventually warming up to ads and the likely impact on its margins.<blockquote>卢普基金吉恩·蒙斯特深入研究了特斯拉最终转向广告的前景以及对其利润率可能产生的影响。</blockquote> Will Tesla Advertise? Tesla&nbsp;CEO Elon Musk is not a big fan of traditional advertising but has hinted recently that he prefers informational advertising that can provide potential buyers a better knowledge of Tesla products, Munster said in a note.<blockquote>特斯拉会打广告吗？特斯拉首席执行官埃隆·马斯克蒙斯特在一份报告中表示，他不太喜欢传统广告，但最近暗示他更喜欢可以让潜在买家更好地了解特斯拉产品的信息广告。</blockquote> Teslas have sold themselves until now thanks to a tech-focused customer base that has formed a passionate community around the brand, he said.<blockquote>他说，特斯拉迄今为止一直在推销自己，这要归功于以技术为中心的客户群，他们围绕该品牌形成了一个充满激情的社区。</blockquote> Over time, as the uptake of EVs improves and more players enter the market, Tesla's market positioning will likely see dilution, the analyst turned tech venture capitalist said.<blockquote>这位分析师出身的科技风险投资家表示，随着时间的推移，随着电动汽车普及程度的提高以及更多参与者进入市场，特斯拉的市场定位可能会被稀释。</blockquote> \"Our best guess is that competition becomes more measurable in the next couple years and that Tesla starts advertising meaningfully in 2025,\" Munster said.<blockquote>蒙斯特表示：“我们最好的猜测是，未来几年竞争将变得更加可衡量，特斯拉将在2025年开始有意义地投放广告。”</blockquote> The company will unlikely to turn to advertising ahead of the period, given supply has been the rare limiting factor for growth rather than demand, he added.<blockquote>他补充说，鉴于供应而不是需求一直是增长的罕见限制因素，该公司不太可能在此之前转向广告。</blockquote> The Margin Impact From Ads: Tesla's advertising will likely be a \"slow lift\" and end up below&nbsp;auto industry'sevels, Munster said.<blockquote>Ads对利润率的影响：蒙斯特说，特斯拉的广告可能会“缓慢上升”，最终低于汽车行业的水平。</blockquote> As opposed to General Motors Company (NYSE: GM) and Ford Motor Company (NYSE: F), which spend about 2.5% of&nbsp;total revenue&nbsp;on advertising, Tesla will eventually spend about 1% or $1.5 billion of its revenue&nbsp;in 2025, the analyst said.<blockquote>与通用汽车公司（纽约证券交易所代码：GM）和福特汽车公司该分析师表示，特斯拉（NYSE：F）的广告支出约占总收入的2.5%，最终将在2025年花费约1%或15亿美元。</blockquote> This, he said, would equate to about $400 per vehicle.<blockquote>他说，这相当于每辆车400美元左右。</blockquote> Taking out $1.5 billion in advertising expenses out of operating income, operating margins would decrease from 15.3% to 14.3%, according to Munster's projections.<blockquote>根据明斯特的预测，从营业收入中扣除15亿美元的广告费用，营业利润率将从15.3%下降至14.3%。</blockquote> The margin impact, therefore, is measurable, yet moderate, he said. Increasing advertising spend will likely weigh on Tesla shares&nbsp;given that margins are a big piece of the Tesla story, the analyst said.<blockquote>因此，他表示，对利润率的影响是可以衡量的，但幅度不大。这位分析师表示，鉴于利润率是特斯拉故事的重要组成部分，广告支出的增加可能会给特斯拉股价带来压力。</blockquote> \"In the end, we see Tesla's advertising advantage as durable for the short to medium term.\"<blockquote>“最终，我们认为特斯拉的广告优势在中短期内是持久的。”</blockquote> At last check, Tesla shares were up 3.5% at $688.99.<blockquote>截至上次检查，特斯拉股价上涨3.5%，至688.99美元。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Ad Spending May Go From Zero To Meaningful In 2025: How Will Margins Be Impacted?<blockquote>特斯拉的广告支出可能会在2025年从零变为有意义：利润率将受到怎样的影响？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla's Ad Spending May Go From Zero To Meaningful In 2025: How Will Margins Be Impacted?<blockquote>特斯拉的广告支出可能会在2025年从零变为有意义：利润率将受到怎样的影响？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga \n2021-08-19 10:43\n</div>\n</div>\n</h4>\n</header>\n<article>\n<img src=\"https://s.yimg.com/uu/api/res/1.2/ujl8oNRbSxqq5vMjYQ.nIA--/cT03NTthcHBpZD15dmlkZW9mZWVkczs-/https://media.zenfs.com/en/Benzinga/f8071bb441937f6c0fff91a10827e648\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><blockquote></blockquote> Unlike traditional automakers, which aggressively spend on advertising, electric vehicle&nbsp;giant Tesla, Inc. (NASDAQ: TSLA) allocates virtually nothing for this avenue of promotion.<blockquote>与传统汽车制造商大举投入广告不同，电动汽车巨头特斯拉公司。（纳斯达克：TSLA）几乎没有为这种促销途径分配任何资金。</blockquote> Loup Funds'&nbsp;Gene Munster&nbsp;delved into the prospects of Tesla eventually warming up to ads and the likely impact on its margins.<blockquote>卢普基金吉恩·蒙斯特深入研究了特斯拉最终转向广告的前景以及对其利润率可能产生的影响。</blockquote> Will Tesla Advertise? Tesla&nbsp;CEO Elon Musk is not a big fan of traditional advertising but has hinted recently that he prefers informational advertising that can provide potential buyers a better knowledge of Tesla products, Munster said in a note.<blockquote>特斯拉会打广告吗？特斯拉首席执行官埃隆·马斯克蒙斯特在一份报告中表示，他不太喜欢传统广告，但最近暗示他更喜欢可以让潜在买家更好地了解特斯拉产品的信息广告。</blockquote> Teslas have sold themselves until now thanks to a tech-focused customer base that has formed a passionate community around the brand, he said.<blockquote>他说，特斯拉迄今为止一直在推销自己，这要归功于以技术为中心的客户群，他们围绕该品牌形成了一个充满激情的社区。</blockquote> Over time, as the uptake of EVs improves and more players enter the market, Tesla's market positioning will likely see dilution, the analyst turned tech venture capitalist said.<blockquote>这位分析师出身的科技风险投资家表示，随着时间的推移，随着电动汽车普及程度的提高以及更多参与者进入市场，特斯拉的市场定位可能会被稀释。</blockquote> \"Our best guess is that competition becomes more measurable in the next couple years and that Tesla starts advertising meaningfully in 2025,\" Munster said.<blockquote>蒙斯特表示：“我们最好的猜测是，未来几年竞争将变得更加可衡量，特斯拉将在2025年开始有意义地投放广告。”</blockquote> The company will unlikely to turn to advertising ahead of the period, given supply has been the rare limiting factor for growth rather than demand, he added.<blockquote>他补充说，鉴于供应而不是需求一直是增长的罕见限制因素，该公司不太可能在此之前转向广告。</blockquote> The Margin Impact From Ads: Tesla's advertising will likely be a \"slow lift\" and end up below&nbsp;auto industry'sevels, Munster said.<blockquote>Ads对利润率的影响：蒙斯特说，特斯拉的广告可能会“缓慢上升”，最终低于汽车行业的水平。</blockquote> As opposed to General Motors Company (NYSE: GM) and Ford Motor Company (NYSE: F), which spend about 2.5% of&nbsp;total revenue&nbsp;on advertising, Tesla will eventually spend about 1% or $1.5 billion of its revenue&nbsp;in 2025, the analyst said.<blockquote>与通用汽车公司（纽约证券交易所代码：GM）和福特汽车公司该分析师表示，特斯拉（NYSE：F）的广告支出约占总收入的2.5%，最终将在2025年花费约1%或15亿美元。</blockquote> This, he said, would equate to about $400 per vehicle.<blockquote>他说，这相当于每辆车400美元左右。</blockquote> Taking out $1.5 billion in advertising expenses out of operating income, operating margins would decrease from 15.3% to 14.3%, according to Munster's projections.<blockquote>根据明斯特的预测，从营业收入中扣除15亿美元的广告费用，营业利润率将从15.3%下降至14.3%。</blockquote> The margin impact, therefore, is measurable, yet moderate, he said. Increasing advertising spend will likely weigh on Tesla shares&nbsp;given that margins are a big piece of the Tesla story, the analyst said.<blockquote>因此，他表示，对利润率的影响是可以衡量的，但幅度不大。这位分析师表示，鉴于利润率是特斯拉故事的重要组成部分，广告支出的增加可能会给特斯拉股价带来压力。</blockquote> \"In the end, we see Tesla's advertising advantage as durable for the short to medium term.\"<blockquote>“最终，我们认为特斯拉的广告优势在中短期内是持久的。”</blockquote> At last check, Tesla shares were up 3.5% at $688.99.<blockquote>截至上次检查，特斯拉股价上涨3.5%，至688.99美元。</blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","F":"福特汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160758681","content_text":"Unlike traditional automakers, which aggressively spend on advertising, electric vehicle giant Tesla, Inc. (NASDAQ: TSLA) allocates virtually nothing for this avenue of promotion.\nLoup Funds' Gene Munster delved into the prospects of Tesla eventually warming up to ads and the likely impact on its margins.\nWill Tesla Advertise? Tesla CEO Elon Musk is not a big fan of traditional advertising but has hinted recently that he prefers informational advertising that can provide potential buyers a better knowledge of Tesla products, Munster said in a note.\nTeslas have sold themselves until now thanks to a tech-focused customer base that has formed a passionate community around the brand, he said.\nOver time, as the uptake of EVs improves and more players enter the market, Tesla's market positioning will likely see dilution, the analyst turned tech venture capitalist said.\n\"Our best guess is that competition becomes more measurable in the next couple years and that Tesla starts advertising meaningfully in 2025,\" Munster said.\nThe company will unlikely to turn to advertising ahead of the period, given supply has been the rare limiting factor for growth rather than demand, he added.\nThe Margin Impact From Ads: Tesla's advertising will likely be a \"slow lift\" and end up below auto industry'sevels, Munster said.\nAs opposed to General Motors Company (NYSE: GM) and Ford Motor Company (NYSE: F), which spend about 2.5% of total revenue on advertising, Tesla will eventually spend about 1% or $1.5 billion of its revenue in 2025, the analyst said.\nThis, he said, would equate to about $400 per vehicle.\nTaking out $1.5 billion in advertising expenses out of operating income, operating margins would decrease from 15.3% to 14.3%, according to Munster's projections.\nThe margin impact, therefore, is measurable, yet moderate, he said. Increasing advertising spend will likely weigh on Tesla shares given that margins are a big piece of the Tesla story, the analyst said.\n\"In the end, we see Tesla's advertising advantage as durable for the short to medium term.\"\nAt last check, Tesla shares were up 3.5% at $688.99.","news_type":1,"symbols_score_info":{"TSLA":0.9,"F":0.9}},"isVote":1,"tweetType":1,"viewCount":347,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":22,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/831460755"}