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How many Tesla Model S loaner-cars and show-cars were sold to customers in 2014?

Discussion in 'TSLA Investor Discussions' started by Benz, Feb 12, 2015.

  1. Benz

    Benz Active Member

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    #1 Benz, Feb 12, 2015
    Last edited: Feb 12, 2015
    The Tesla Model S loaner-cars and show-cars that eventually get sold after a while at service centers are not counted in the total delivery numbers that are mentioned in the quarterly Shareholder Letter.

    The total annual Tesla Model S delivery number for 2014 is 31,655. That's the total of all 4 quarters in 2014. All those Tesla Model S cars were configured orders by customers that were executed/delivered by Tesla Motors. Whereas sales of loaner-cars and show-cars are not orders that get executed, instead they already have been manufactured by Tesla Motors. The customers see them at service centers and stores as they are, and then customers decide to buy them. There is no wait time, the car is already there.

    Can we somehow find out (calculate/estimate) how many Tesla Model S loaner-cars and show-cars were sold to customers in 2014?

    My point is that these Tesla Model S loaner-cars and show-cars are actually pretty much new vehicles. Maybe a few months old, and maybe a few thousand miles/km on the meter, but still, they will be added to the total number of cars on the public roads. Just like those 31,655 Tesla Model S cars that were delivered in 2014. So, the number of Tesla Model S cars that were added to the total number of cars on the public roads in 2014, are actually MORE than only those 31,655 Tesla Model S cars that were delivered in 2014. And that's the point I am trying to make.
     
  2. schonelucht

    schonelucht Active Member

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    Are we sure about this?

    I recently went over the shareholder letters to extract the numbers of cars 'produced' versus 'delivered'. The difference on 31 dec 2014 was about 5400. This number includes the 1400 deliveries that slipped so the real difference is 4000. So if your hypothesis is correct at most 4000 cars were loaner/show cars sold to customers over the period 2012-2014. This is a strict upper bound because you need to subtract the cars that are currently still in use as loaner/demo and the number of cars 'in transit' to China and Europe across the quarter.
     

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