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Tesla's FSD Revenue May Get A Reversal

thedig.substack.com

Tesla's FSD Revenue May Get A Reversal

Last weekend I wrote about the first of two Tesla 10-K Topics that piqued my interest, FSD revenue recognition. Breaking news today just put Tesla's decision under the microscope.

Francine McKenna
Feb 17, 2023
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Tesla's FSD Revenue May Get A Reversal

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Tesla surprised everyone when it announced earnings January 25th by disclosing it had begun recognizing some of the more than $1 billion in deferred revenue it had accumulated since 2016 for charging customers for “Full-Service-Driving” or FSD functionality.

I wrote about that on Feb. 10, describing the lead-up to the decision, the prior disclosures ab…

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