Yesterday I mentioned "margins."
Nio: link here.
- gross margins: 3.9% in 4Q22 vs 17.2% in 4Q21 and 13.3% inn 3Q22.
- vehicle margin: 6.8% in 4Q22; 21% in 4Q21; and 16% in 3Q22
I suggested folks compare a 4% gross margin for Nio with gross margins of some tech companies.
For the fiscal year that started Feb. 1, Salesforce is projecting adjusted operating margins of about 27%, up from 22.5% in its recently completed year.
Last year, Salesforce executives laid out to analysts a plan that would boost its adjusted operating margins to 25% by 2026. Before 2022, the company’s margin was perennially less than 20%.
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Ford's February, 2023, Sales
Some data points:
- from a year earlier, sales increased by 20%;
- from previous month, increased by 8%
- Ford's F-Series pickups:
- y/y: 22% increase -- includes a spike in sales of its electric F-150 Lightning
- but: EV sales account for onlly 2.9% of Ford's total sales through February
- Ford sales outpaced other automakers
- Toyota's sales: down 8.5% y/y
- Hyundai-Kia: up by 16.2% y/y
- margins not provided
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