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Airborne diseases include any that are caused via transmission through the air including droplets.

Two consecutive quarters of record deliveries. And with the tailwind of end of tax credits with a new factory, most likely three consecutive quarters.

Why do you think solarcity revenues will decline from $123M to $103M in Q3? There was a re-launch of the solar panels in the middle of the quarter. Any significant bump in this would wipe out the projected $28M loss.

If Q3 was 10,000, how much demand are we expecting from China in Q4?

I don't think overestimating Model 3 by 9% is bad. The 14K S/X estimate was bad. How did you derive that figure and do you plan to use a different tactic for Q4?

50-60% more leased vehicles helps with margins too. I wonder how much uptake there was for the solar panels.

Which begs the question, why does it even matter if it is 97K or 100K if it is almost a round error? In any case, Tesla delivered around 300 more cars in Q2 than they initially estimated.

Leased S/X have jumped from 10 to 15% of sales. M3 jumped from 5 to 8%. Initial recognized revenues from leased vehicles are around half of straight sale vehicles. However, gross margin is 49% vs 17% (leased vs sale). $5.17B in sales. $4.25B in of sales. $0.208B in lease sales...

To be honest, I would much rather have 17K S/X with 97K deliveries than 14K S/X with 100K deliveries. The latter would have destroyed any possibility of a profit in Q3 and would indicated a very severe weakness in S/X in future quarters.

Is Investor Communication | Tesla, Inc. the earliest way to find out the Q3 delivery numbers?

How did you derive your 14,221 estimate? Was it the same methodology you used for Q2?

Interesting how divergent his estimates are from insideevs. Troy estimates 7,556 for the US while insideevs estimates 5,075 in July and August alone with an additional 4,475 if September matches June. I think troy is pulling is estimate from his spreadsheet. We will see who is right...

Teslike Model 3 Survey #1 Sorting by delivery date, it looks there are 253 deliveries entered so far in September vs 283 in June. It looks like my fears of a slow US September was unfounded. There was an uptick in US deliveries in July and August. Europe numbers are massive thanks to the...

How did the day go? How was the final S/X ratio? Were there more X than S?

Thanks. So 15,902 S/X and 73,312 M3 straight sales. $5.16B in non-lease revenues. 73,312@50K=$3.66B. 15,902 S/X @$94480 = $1.50B. That works out much better. Thanks. Conversely, total lease revenues were $0.21B. 1820s+4322m=$208,326,000 yields a line that hits $50,000 and...

77,643+17,722 = 95,365. Leased vehicles are accounted for. Is my math wrong? How did you derive the $97K figure?

77,634 M3s@50K with 17,722 S/X@$97K = $5.6B. You list total auto at $5.3B. The numbers don't add up? Q2 S/X ASP appears to closer to $80K?

What made you decide to go with a Model 3P instead of another Model S?

I read somewhere that Wright's Law was total cumulative production. 291,143 Model 3s as of Q2. 85,000 would be 29% increase. This would be a 2.2% COGS improvement?

UBER should not be worth more than TSLA. $51B vs $43B.

Today was a good day. Is it too much to ask for another 6% jump? Enhanced summon rollout, 100K deliveries and China Gigafactory starting production in 2 weeks should be worth at least a 2 day rally?

I'm going to predict 88,000 Model 3s and 15,000 S/X. Model X numbers will be steady while there will be a significant decline in Model S. Conversely, the ASP of Model 3s will go up because of more AWD Performance models being sold (cannibalizing model S sales). W223 is coming out...

Why would Q3's S/X ASP be less than Q2s? There were a lot of pre-Raven discounting in Q2.

I wonder where that car and sports jacket are now.

I don't remember. Did it talk about specific delivery numbers like this current leak?

Luxury minivans are actually the hot vehicle form in China. I would like to see a Model V after Y.

I think it was a perfect storm of NIO, NASDAQ and the lawsuit in that order.

Model 3 cannibalizing Model S sales should not have been a surprise to Tesla. Model X sales decreasing too was a surprise to me (but again should not have been to Tesla/Elon). I really hope we don't see the same pattern with 3 and Y. If they are projecting 150,000 Model 3s/year and...

Thank you for the link. Sorting by 2019 model year then registration date yields: August: 414 July: 308 June: 942 May: 435 April: 274 So registrations for the first 2 months are 722 Q3 vs 709 Q2. Q3 is actually slightly ahead of Q2. This is strong evidence against jaberwock's...

So how does insideevs come to their estimate? While we will never fully divulge the exact methods, we would love to provide some clarity to help everyone to better understand the situation. Tesla does not break down monthly sales figures by country. So, they do not release delivery data for...

Tesla: Expectations Are Set Too High For Q3 - Tesla, Inc. (NASDAQ:TSLA) | Seeking Alpha jaberwock estimates total deliveries of 90,000 for Q3 based on @troyteslike's spreadsheet. jaberwock estimates a 15% drop in US M3 sales to 37,500 while troyteslike estimates a 20% increase to 55,000...

Model Y cannibalizes Model 3 sales without providing a significant boost. Lack of resources to give an aging Model S a full interior and exterior refresh causes sales to further decline to a rate similar to other luxury car designs that are >5 years old. The massive boost in European...

The trend is more important than the absolute numbers. The survey is self-selecting towards harder core enthusiasts. I don't think there are twice as many orders for the performance model than SR+ in Q3. I do think there is a trend of more performance models in Q3 than in Q2.

Because I was lazy and didn't want to calculate and type out 7164 gallons with 1.046 mpg. It's actually more interesting to me now. That is terrible mpg.

Private jets get around 5mpg and carry 10,000 gallons of fuel. On the flip side, it is not the bottom 99% that is creating 130mpg cars. After Elon conquerors the car market, I would love to see him take on the airline industry.

https://ir.tesla.com/static-files/1e70a30c-20a7-48b3-a1f6-696a7c517959 TSLA Q2 was a loss of $390M. Enhanced summon release may add $100M-$200M in recognized revenue/profit. The revenue from carbon pooling with Fiat may start to hit this quarter. Model S/X ASPs should increase after...

Tesla has a huge incentive to deploy self-driving tech. But is the world ready? So there is about $1.18B in deferred revenue from full autopilot sales. Does anyone know about how much will be recognized now because of V10 enhanced summon being released? What is missing for full self...

RBC Capital analyst Joseph Spak reiterated an Underperform rating and $190.00 price target on Tesla (NASDAQ: TSLA) after hosting an investor meeting with investor relations and taking a tour of Gigafactory 1 in Sparks, NV. As with most IR meetings, this one seemed to offer no new meaningful...

An even bigger wave of AWDs were registered yesterday. Q3 is now 30% above Q2. If my theory holds up, today should be an up day.

Looks like I may have been wrong about the stock price movement. Tesla: Wolfgang Porsche schließt Beteiligung nicht aus - manager magazin Volkswagen co-owner Wolfgang Porsche apparently does not rule out a participation in the US electric car manufacturer Tesla. "One must always be allowed to...

I think the jump in stock price may have been because of the real time registration data from NNS. Before the website updated today, the Q3 figures were 12% above Q2. Today, it jumped to 18% above Q2 with a large chunk of LR AWD being registered.

Tesla Carriers Yes, Lydden has left for China. Will arrive around 9/20. Europe 6 in Q3 vs 5 in Q2. Longer loading times in Q3 China 5 in Q3 vs 7 in Q2. Longer loading times in Q3. One boat left Q2 and arrived in Q3 (so essentially 6 vs 6).

6th ship to arrive Q3 to China, Lydden, just left port. I had assumed demand in China was lower because of the prospect of cheaper Model 3s from the Shanghai factory but that appears to be wrong. Europe looks like it is going to be up 20%+ because of UK. US appears to be going to be...

What do you think after the blowout UK numbers? 2000 cars in UK alone. Europe August vs May is now up over 40%.

It was a very strangely worded and framed inside evs article. Model 3 "substantially down". "The 13,150 figure is down a lot...." S/X combined figures are far below...." They made strange comparisons like August vs June. Very weird. As stated in your post, August was actually a...

Partial Europe sales up 18% so far for August vs May for the 7 countries that have reported registrations. This was driven entirely by massive deliveries in the Netherlands. Whether it will actually turn out to be a significant 18% increase for all of Europe will depend whether France...

https://ir.tesla.com/static-files/1e70a30c-20a7-48b3-a1f6-696a7c517959 Q2 update letter states: "All manufacturing equipment in Fremont has demonstrated capability of a 7,000 Model 3 vehicles per week run rate, which we continue to work to increase. We aim to produce 10,000 total vehicles of...

The increase to above Q2's Europe baseline probably did not occur until a few days ago. That's when the real time registrations from NNS showed Q3 crossing Q2. That's when Wedbush noted the increase and when the current rally from 215 started. Tesla Demand in Europe Is Steady, Helping...

Monthly Plug-In EV Sales Scorecard: July 2019 Yes, I agree. The make or break month will be starting tommorow. Estimates for US sales are up 31% QoQ (15650 vs 11925) as of August 1st. Estimates for total Q2 US sales were 53,975. Actual Q2 Europe registrations were 22,745. Canada...

Fraudamental on Twitter July Model 3 registrations in Canada up 11% quarter over quarter (992 vs 1108) This is in the context of total registrations in NNS (netherlands, norway, spain) being up 15% QoQ (2836 vs 3275). If Tesla can keep up a 10-15% increase over Q2, deliveries in Q3 will be...