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tinm
2020 Model S LR+ Owner
They still produced 80 something thousand cars in the year. To me that's success. Despite what the stock response will be.
Runarbt
Active Member
"Vehicle demand in Q4 was particularly strong. Q4 net orders for Model S and X, which were an all-time record for us, were 52% higher than Q4 2015 and 24% higher than our previous record quarter in Q3 2016."
This is the first time they mention "hard numbers" on demand? Or have i missed it the privous quarters?
24% QoQ demand growth and 52% YoY growth.
Thats very good.
And we still are waiting for HUD, proven AP2.0 capabilities, crash test on Model X(?).. Lots of demand levers still in the medium to short term.
This is the first time they mention "hard numbers" on demand? Or have i missed it the privous quarters?
24% QoQ demand growth and 52% YoY growth.
Thats very good.And we still are waiting for HUD, proven AP2.0 capabilities, crash test on Model X(?).. Lots of demand levers still in the medium to short term.
SebastianR
Active Member
hockeythug
Active Member
More excuses. Their sales staff were playing games the whole second half of the year as well and still couldn't make the number. They still can't fix this foreign deliveries in transit at end of quarter issue?
It is 2017 now and it is but up or shut up time for the Model 3.
It is 2017 now and it is but up or shut up time for the Model 3.
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This is classic: "Our Q4 delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct."
Isn't that the definition of what a delivery is?
Isn't that the definition of what a delivery is?
Now everyone make a mental note. Tesla reports quarterly, after market close, 3 days after quarter ends. They do not combine it with other junk or anything else. Elon's mood on twitter does not imply a perfect result either, see Q4 2016 as an example.
Also, they are giving guidance that demand is good
Vehicle demand in Q4 was particularly strong. Q4 net orders for Model S and X, which were an all-time record for us, were 52% higher than Q4 2015 and 24% higher than our previous record quarter in Q3 2016.
It's fine long to medium term. What the market thinks is another story. So far not a disaster in AH, wiping out todays gains.
That is only 3,770 off of their low-end estimate of 80-90k, so the stock should sky rocket tomorrow.
StapleGun
Member
22,200 Deliveries, 24,882 production.
Down 2% AH right now which seems pretty reasonable. It's a little concerning that once again unforeseen production challenges are the culprit. I'd like to see them get better at estimating these things, or getting back to under promising and over delivering.
This is nice to see, 24% more orders than Q3 when they seemed to pull all the levers including discounts. AP2 must be as compelling to others as it is to me. I'd much rather see strong demand and weak deliveries than the opposite. This miss will be forgotten quickly, onward and upward in 2017!
Shorts will try to spin this as disastrous. Reality is that Tesla is again short as it continues to explode in production and demand. Think a little bit of Osbourning took place.
This will be yesterday's new in a real hurry, IMHO.
This will be yesterday's new in a real hurry, IMHO.
flankspeed8
Member
Well they pulled many demand triggers so I hope it was "particularly strong." AP2.0, end of free Super Charging, cost increase in the U.K. etc. They are going to run out of magic demand bullets except for price decreases in the near future IMO.
Zhelko Dimic
Careful bull
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