Knightshade
Well-Known Member
Actually, Q1 2019 deliveries were impressive (see Tesla Deliveries Up 110% In Q1 2019 vs. Q1 2018 | CleanTechnica). Don't believe the FUD.
That's not really impressive given Q1/18 they were still in production hell and didn't have nearly enough Models 3 to ship. Most trims of the 3 didn't even exist yet Q1/18.
Remove model 3 numbers from both quarters then Q1/19 looks horrendously bad for S/X.
There's a lot of possible reasons for this- demand pulled forward for Q4/18 for tax credits, Model 3 eating into S sales, Y announcement into X sales (though that's low odds given how late the announcement, or even the announcement OF the announcement, happened), or just folks hanging on for a refresh of S/X we know is coming.
The 3 numbers are down from last quarter too, but that's in part because of the tax credit demand pull in Q4/18, and in part because so much of the Q1/19 was in delivering cars overseas and once again Tesla failed to understand in advance how to deliver a lot of cars so they ended up with like 20% of their production not actually making it to customers for the quarter- those will just improve Q2/19s numbers assuming they figure out how to deliver competently overseas in numbers in the next month or two.