Model X Tally

[sigurdi]

@kiefer -push it I dubble dare you.

 

[gavine]

10/8/14 rsn 13,841

 

[kiefer]

@sigurdi: I have just read your post at the Norwegian forum, I now know what happens when you push it and then regrets ;-)

/Martin

 

[sigurdi]

Yea, if you fo not itend, do not push the Order button, sure would like two Signature, but one early signature and one early Production is better.
Then I can make up my mind and deside if the price is right.

Instead of fix the wrongly ordered signature, Tesla canseled my early signature Nr and replaced it with production EU 2864 and upgrade my #645 production to Signature, Payment Pending.

Wrote a mail, where it was not hard to read that I was upset.
Got Replay they were sorry and would fix it asap.
Then my wife got a bill for $40 000, and both orders says Payment Pending, and both sequence numbers is gone. :-(
Guess they have had a lot to do, because all the Model S P85D orders.

 

[yesup]

Canada 2014-10-10 RSN:842

 

[Paul Carter]

Canada 2014-10-10 RSN:842

Congrats and welcome to TMC.

 

[yesup]

Congrats and welcome to TMC.

Thanks, Paul. I see that you will be one of the first in Canada to drive the X next year! Hope that our C$ would stay up at that time.
And yeah, no more signature upgrade available.

 

[Paul Carter]

Thanks, Paul. I see that you will be one of the first in Canada to drive the X next year! Hope that our C$ would stay up at that time.
And yeah, no more signature upgrade available.

Yes, lets hope! I'd hope more for no import duty!

 

[bonnie]

Friend of mine reserved this afternoon - Production X, #14001.

 

[FluxCap]

Friend of mine reserved this afternoon - Production X, #14001.

Nice!

 

[chickensevil]

Friend of mine reserved this afternoon - Production X, #14001.

not 14,000??!!!

 

[Paul Carter]

Mid Month - Update: Oct 16 2014 - Stats by Region

Mid Month - Stats by Region (as of Oct 16, 2014)

Region	Tally on Oct 16​	Tally on Sep 30​	Tally on Aug 31​	Tally on July 31		Month to Date	Sept Per Day	August Per Day	July Per Day		Lifetime Average Per Day	Lifetime Average Per Month
Canada	891	837	774	697		3.4	2.1	2.5	7.2		0.9	27.7
US	15,410	14,973	14,048	13,271		27.3	30.8	25.1	20.7		15.7	478.8
European	3,393	3,362	3,032	2,725		1.9	11.0	9.9	4.9		3.5	105.4
Asia Pacific	2,172	2,172	2,099	1,907		0.0	2.4	6.2	6.2		2.2	67.5
Global	21,866	21,344	19,953	18,600		32.6	46.4	43.6	39.1		22.3	679.0

 

[Cattledog]

Looks like Norway is going to have some P85Ds on the road next year!

 

[Paul Carter]

Model X Tally reaches 22,506 in October 2014

Stats as of October 31, 2014

• 22,506 Global Total / 1,162 in the past month (5.44% increase)
• 37.5 per day (19% decrease)
  • USA: 23.3 per day (23% decrease)
• Average to Date of 689 per month / 22.6 per day (2.1% increase)

Stats by Region

Region	Tally on Oct 31​	Tally on Sep 30​	Tally on Aug 31​	Tally on July 31		Oct Per Day	Sept Per Day	August Per Day	July Per Day		Lifetime Average Per Day	Lifetime Average Per Month
Canada	916	837	774	697		2.5	2.1	2.5	7.2		0.9	28.0
US	15,696	14,973	14,048	13,271		23.3	30.8	25.1	20.7		15.8	480.3
European	3,529	3,362	3,032	2,725		5.4	11.0	9.9	4.9		3.6	108.0
Asia Pacific	2,365	2,172	2,099	1,907		6.2	2.4	6.2	6.2		2.4	72.4
Global	22,506	21,344	19,953	18,600		37.5	46.4	43.6	39.1		22.6	688.7

 

[Johan]

Thanks for your work Paul! That cumulative curve sure is starting to look a bit exponential to me...

 

[Paul Carter]

Thanks for your work Paul! That cumulative curve sure is starting to look a bit exponential to me...

Yea its been certainly showing that trend. A small drop off since the D announcement. Will be interesting to see if this continues. It may show that many people really want the Dual Motors.

 

[Cottonwood]

Yea its been certainly showing that trend. A small drop off since the D announcement. Will be interesting to see if this continues. It may show that many people really want the Dual Motors.

I look at it a little differently. For many, AWD was the important feature and a larger vehicle was secondary (or just a consequence). That was true for me. In fact the S is a little big for my needs, and the X does not satisfy my needs for a real, rock-crawling SUV. I ordered a P85D and will probably cancel my X reservation soon.

That dip in orders is expected, and there is an unmeasured number of X to SD conversions. The real question is what the order rate for the X goes to after the SD news settles out.

My 2000 Jeep Cherokee will continue to fulfill my needs as the rock crawler, and for access to my solar farm:

 

[spentan]

Just reserved this afternoon at 4:59pm,

#14380.

Really hoping for announcement/information this wednesday in Q3 earnings call

 

[timf]

Stats as of October 31, 2014

• 22,506 Global Total / 1,162 in the past month (5.44% increase)
• 37.5 per day (19% decrease)
  • USA: 23.3 per day (23% decrease)
• Average to Date of 689 per month / 22.6 per day (2.1% increase)

The numbers in the USA are actually even worse than what the tally shows, since anyone who upgraded to a Signature in error was given a new reservation number in the 14,000s until they can restore their original numbers.

 

[chickensevil]

The numbers in the USA are actually even worse than what the tally shows, since anyone who upgraded to a Signature in error was given a new reservation number in the 14,000s until they can restore their original numbers.

I think most of us assume that the numbers are not quite right. Because of upgrades/downgrades/cancellations... etc. But up until the D reveal I would have pegged it at no more than 10% of the reservations. Now... who knows? I still feel pretty confident that 2015 Model X production is still already sold out (or pretty nearly there), on the assumption that they are only going to be able to make 15-20k in the first year (which was the estimates Elon gave.)