TMC is an independent, primarily volunteer organization that relies on ad revenue to cover its operating costs. Please consider whitelisting TMC on your ad blocker or making a Paypal contribution here: paypal.me/SupportTMC

POLL: How many deliveries will Tesla make in Q2?

Discussion in 'TSLA Investor Discussions' started by Ryo, Jun 19, 2016.

?

How many deliveries will Tesla make in Q2?

Poll closed Jul 1, 2016.
  1. 15,000 to 15,999 (miss)

    1.7%
  2. 16,000 to 16,999 (miss)

    1.7%
  3. 17,000 to 17,999 (17K is estimate provided from Q1 shareholder letter)

    34.5%
  4. 18,000 to 18,999 (exceed)

    46.6%
  5. 19,000 to 19,999 (greatly exceed)

    12.1%
  6. 20,000 + (short squeeze)

    3.4%
  1. Ryo

    Ryo Member

    Joined:
    Aug 3, 2013
    Messages:
    41
    Location:
    Niagara, ON
    From the Q1 shareholder letter:

    "In Q2, we expect to produce about 20,000 vehicles, representing a sequential increase of nearly 30%, and will deliver as many of these cars as we can in Q2, with the rest being delivered in Q3. Due to a large number of vehicles in transit to customers in Europe and Asia at end of quarter, Q2 deliveries are expected to be approximately 17,000 vehicles."
     
  2. Cattledog

    Cattledog Active Member

    Joined:
    Feb 9, 2012
    Messages:
    1,708
    Location:
    San Antonio, TX
    Changed my vote to greatly exceed at >19,000, trying to will it to have happened.
     
    • Dislike x 1
    • Love x 1
  3. TheTalkingMule

    TheTalkingMule Active Member

    Joined:
    Oct 20, 2012
    Messages:
    1,269
    Location:
    Philadelphia, PA
    19,400
     
    • Dislike x 1
    • Funny x 1
  4. TMSE

    TMSE Member

    Joined:
    May 17, 2016
    Messages:
    573
    Location:
    San Francisco
    Given insideEVs estimates, the Q2 deliveries could have just met guidance. I would say around 17,000.
     
    • Dislike x 1
  5. Cattledog

    Cattledog Active Member

    Joined:
    Feb 9, 2012
    Messages:
    1,708
    Location:
    San Antonio, TX
    Now looking for all-American July 4th post with healthy beat numbers.
     
    • Dislike x 1
  6. araxara

    araxara S-P85#3,218 X-90D#3,299

    Joined:
    May 11, 2012
    Messages:
    692
    Location:
    Tucson, AZ
    [​IMG]




    Tesla Q2 2016 Vehicle Production and Deliveries




    PALO ALTO, CA -- (Marketwired) -- 07/03/16 -- Tesla (NASDAQ: TSLA) produced 18,345 vehicles in Q2, an increase of 20% from Q1, and exited the quarter consistently producing just under 2,000 vehicles per week. Due to the steep production ramp, almost half of the quarter's production occurred in the final four weeks.

    With continued productivity improvements, Tesla expects output to reach 2,200 vehicles per week in Q3 and 2,400 vehicles per week in Q4. Current order rate trends and backlog support production at those levels. In total, Tesla expects to produce and deliver about 50,000 vehicles during the second half of 2016, approximately equal to all of 2015.

    Due to the extreme production ramp in Q2 and the high mix of customer-ordered vehicles still on trucks and ships at the end of the quarter, Tesla Q2 deliveries were lower than anticipated at 14,370 vehicles, consisting of 9,745 Model S and 4,625 Model X. In total, 5,150 customer-ordered vehicles were still in transit at the end of the quarter and will be delivered in early Q3. That amount was higher than expected (there were 2,615 vehicles in transit to customers at the end of Q1) and is more than a third of the number of cars that completed delivery in Q2.

    * * * * *

    There may be small changes to the Q2 delivery count (usually under 1%), as Tesla only counts a delivery if it is transferred to the end customer and all paperwork is correct.

    Tesla vehicle deliveries represent only one measure of the company's financial performance and should not be relied on as an indicator of quarterly financial results, which depend on a variety of factors, including the cost of sales, foreign exchange movements and mix of directly leased vehicles.

    Forward-Looking Statements
    Certain statements in this press release, including statements regarding future vehicle deliveries and vehicle production rates, are "forward-looking statements" that are subject to risks and uncertainties. These forward-looking statements are based on management's current expectations. Various important factors could cause actual results to differ materially, including the risks identified in our SEC filings. Tesla disclaims any obligation to update this information.

    Source: Tesla Motors, Inc.
     
  7. yesla

    yesla Member

    Joined:
    Oct 16, 2014
    Messages:
    146
    I won!

    But I dont feel like a winner.
     
  8. geneclean55

    geneclean55 Member

    Joined:
    Feb 17, 2016
    Messages:
    415
    Location:
    DC, DC
    I will be following your estimates more closely in the future :)
     
  9. TMSE

    TMSE Member

    Joined:
    May 17, 2016
    Messages:
    573
    Location:
    San Francisco
    You won? Good for you! Before I hand you over candy, can you share the link where you made your winning prediction?
     
  10. Drivin

    Drivin Member

    Joined:
    Feb 7, 2016
    Messages:
    964
    Location:
    CA
    My guess is at the very high end. I can't imagine that they would announce the scty deal unless the Q2 numbers blew away expectations.

    Also, I think they had over 30k X preorders so they probably would clear out a lot of them.
     
  11. schonelucht

    schonelucht Active Member

    Joined:
    Mar 10, 2014
    Messages:
    1,798
    Location:
    Nederland
    The miss was big enough that it wasn't even an option of the poll...
     
  12. bonaire

    bonaire Active Member

    Joined:
    Aug 24, 2013
    Messages:
    1,516
    Location:
    USA
    It was off the chart, bonkers.
    He voted the only vote on the low data point.
     
  13. TMSE

    TMSE Member

    Joined:
    May 17, 2016
    Messages:
    573
    Location:
    San Francisco
    How do you see who voted what? All I see is aggregate vote count for each option.
     
  14. 9837264723849

    9837264723849 Member

    Joined:
    Aug 24, 2014
    Messages:
    223
    Location:
    Paris
    Click the vote counts associated with each option.
     
    • Like x 1

Share This Page