Here is a rough estimate of the additional revenue Tesla may realize in Q4 from the recent acceleration boost upgrade that was made available to AWD Model 3 owners (non-performance) a few days ago.
There are approximately 371,000 Model 3's in the fleet according to this source.
Tesla Model 3 - Wikipedia
Assuming that 1/3 of those are AWD Non-Performance models = 122,430. If someone finds a source with a more accurate estimate of the # of AWD M3's, please let me know.
According to this pole, 35% of AWD owners will purchase the upgrade = 42,850 vehicles.
MASTER THREAD: "Acceleration Boost" option, discussion as to which models and how much quicker
Estimate of additional revenue.
42,850 x $2000 = $85,700,000
What are the margins on this?
100%?
There are approximately 371,000 Model 3's in the fleet according to this source.
Tesla Model 3 - Wikipedia
Assuming that 1/3 of those are AWD Non-Performance models = 122,430. If someone finds a source with a more accurate estimate of the # of AWD M3's, please let me know.
According to this pole, 35% of AWD owners will purchase the upgrade = 42,850 vehicles.
MASTER THREAD: "Acceleration Boost" option, discussion as to which models and how much quicker
Estimate of additional revenue.
42,850 x $2000 = $85,700,000
What are the margins on this?
100%?