None of this answers where the 90-100k "in transit" vehicles are at the end of each quarter.
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None of this answers where the 90-100k "in transit" vehicles are at the end of each quarter.
None of this? Nothing?
Where they are?
Inventory or wherever.
Who cares?
You want to overlook the 1.4 million back in 2022 for 100k?
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doghousePVD
My grandfather’s car
Maybe "in-transit"? On their way to customers and service centers?
25% of an entire quarter's deliveries are on their way to customers at the end of a quarter?
PM me, I'm taking up funds for a bridge.
There are tons of goalposts. They aren't moving. There are just goalposts everywhere.
Tesla is delivering vehicles to 14 countries so far with factories in 3 of them. Shipping is definitely a hurdle and will only get worse as they deliver to more and more countries.
I have provided pictures and links and videos about this. Here is yet another place where those vehicles are. Where are the TONS of posts about the following numbers? I hear crickets.
Tesla reported 435,059 deliveries for the third quarter, and production of 430,488 vehicles
Tesla just reported third-quarter vehicle production and deliveries for 2023.
www.cnbc.com
Do we also want to mention Tesla factory downtime for upgrades across the planet?
Do we also want to mention the delivery strikes against tesla in other countries? Those cars are just sitting there.
There are tons of goalposts. They aren't moving. There are just goalposts everywhere.
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Oddly some believe at the mass volume of cars Tesla builds that a car rolls off the line and it’s loaded on a truck to drive to Maine for delivery. lol. That would be an efficient and profitable business plan! Same for exports, just one per boat and repeat. lol. Odd how inventory can be confusing? Virtually every car that rolls off the line has an assigned customer order attached to it. Last time I visited a Tesla dealer they didn’t have 50 stock cars for sale. They had 2 displays and 3 test cars. Every one of the 50 on the lot was staging for pickup. Unlike the Chevy dealer next door with 50 of each in every color. Different business model.There are tons of goalposts. They aren't moving. There are just goalposts everywhere.
Tesla is delivering vehicles to 14 countries so far with factories in 3 of them. Shipping is definitely a hurdle and will only get worse as they deliver to more and more countries.
I have provided pictures and links and videos about this. Here is yet another place where those vehicles are. Where are the TONS of posts about the following numbers? I hear crickets.
Tesla reported 435,059 deliveries for the third quarter, and production of 430,488 vehicles
Tesla just reported third-quarter vehicle production and deliveries for 2023.
Do we also want to mention Tesla factory downtime for upgrades across the planet?
Do we also want to mention the delivery strikes against tesla in other countries? Those cars are just sitting there.
There are tons of goalposts. They aren't moving. There are just goalposts everywhere.
Xenoilphobe
Well-Known Member
There are tons of goalposts. They aren't moving. There are just goalposts everywhere.
Tesla is delivering vehicles to 14 countries so far with factories in 3 of them. Shipping is definitely a hurdle and will only get worse as they deliver to more and more countries.
I have provided pictures and links and videos about this. Here is yet another place where those vehicles are. Where are the TONS of posts about the following numbers? I hear crickets.
Tesla reported 435,059 deliveries for the third quarter, and production of 430,488 vehicles
Tesla just reported third-quarter vehicle production and deliveries for 2023.
Do we also want to mention Tesla factory downtime for upgrades across the planet?
Do we also want to mention the delivery strikes against tesla in other countries? Those cars are just sitting there.
There are tons of goalposts. They aren't moving. There are just goalposts everywhere.
Those are impressive, but have no bearing on what was being discussed.
I suggest you read Tesla's 10-Qs for a better understanding.
Nope. They are more than impressive. They are true and indeed on topic of deliveries (topic of your last 10 posts on this thread).
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You seem to be struggling here.
From Q2 2023 to Q2 2023 (five quarters) Tesla produced 91k+ more vehicles than they delivered.
Per their financials, "We write-down inventory for any excess or obsolete inventories or when we believe that the net realizable value of inventories is less than the carrying value. For the nine months ended September 30, 2023, we recorded write-downs of $148 million."
Tesla is reporting they wrote down excess inventory. Ergo, they did not sell every vehicle they made.
Pretty easy to look up and not post misinformation.
strider
Active Member
To be fair, the Roadster prototype did/does exist and it has 2 S/X 100kWh batteries stacked one on top of the other. They needed that many cells in order to be able to get the performance they wanted with reasonable per-cell discharge rates.
Thank you for bringing this up. This part has always bothered me. The electric grid is designed for fairly stable power consumption. It cannot handle huge swings in demand as you cannot ramp supply up and down quickly. In fact power companies try to discourage peaky power consumption through the use of demand charges. There is a limit to what the grid can deliver in short bursts and 350kW is an insane amount of power. Going up to 800V will help but we are pushing the limits.
Tesla consistently has the largest delta between EPA and real world numbers. I can't get anywhere close to their numbers in my MXP. CT will be the same.
NFW. Literally impossible. Not to mention it just came out that the range estimates are with all season tires while the trucks will ship with all terrain tires so range will be further reduced.
Atomadam
Member
I mean it is their field...don't get me wrong yah im disappointed also, but all and all will still buy one.
Do we know that for sure? Not like we got to inspect the mechanicals or see it actually pull off any of its claimed feats. For all we know what they showed was just a reskinned model 3 sr. Not unusual for design prototypes to have very different powertrain than planned for production.
Nope not struggling at all. Let me point out a few struggles here.
First of all, Q2 2023 to Q2 2023 is not five quarters. It's no quarters.
Secondly its not 148 million ... it was 148 million + 43 million. Total = 191 million
Third - if you look at the reason for a write down in any company it can be for a ton of reasons. It clearly states that all companies and/or dealerships write down inventory when the value of the product becomes below the selling price. Its written down - no unsold. There were a ton of times where the value of the USD dropped so low during transit/shipping that when the vehicle arrived - it wasn't worth what it was before shipment. They wrote down the value of the product on the books as they were supposed to - In other words they took the value off the books. They didn't throw the product in the garbage.
If you tell the public that you have a product worth x and then in a few weeks/months or so it's worth less ( and you are a public traded company) you have to justify selling it for less (write-down cost). Tesla and just about all companies ( minus Gas car OEM's) eat that cost themselves. As a matter of fact - Gas Vehicle OEM dealerships do it privately ALL OF THE TIME, but they don't call it write-downs. When they buy a vehicle from a company like Ford, and they can't sell that vehicle 10 months later...they hide the write-down costs and disguise it as losses during tax time. They can do that because dealerships aren't publicly traded entities.
There are tons of reasons for a write-down to occur, but it doesn't mean that a vehicle isn't sold. It means that it's sold for a lesser value that previously stated. I served at AT&T on finance for a very short time and thought that write-downs were nonsense, however as a publicly traded company...we MUST report this kind of thing. Even if the value of the USD drops before the delivery is made - Tesla has to publish that cost difference as a write-down. Such a reason (outside of Tesla's control) is below (from the glorious 10-q report). lol.
"there was a lower average selling price on our vehicles driven by overall price reductions year over year, sales mix, and a negative impact from the United States dollar strengthening against other foreign currencies in the three months ended September 30, 2023 compared to the prior period."
Your personal insults before/after your comments are really not becoming.
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AlanSubie4Life
Efficiency Obsessed Member