Okay look at the data sheet more closely, what makes you think there was an abrupt change to Euro production last week and that the factory was open? I don't really see anything that clearly seems to indicate that.
-
Want to remove ads? Register an account and login to see fewer ads, and become a Supporting Member to remove almost all ads.
Okay look at the data sheet more closely, what makes you think there was an abrupt change to Euro production last week and that the factory was open? I don't really see anything that clearly seems to indicate that.
Click on the '2017 Jan/Feb/March vehicles' tab at the bottom of the sheet.
Congratulations. Very great job on this one.
Dan43
Member
Thanks. It is higher than I had earlier in the quarter which was hovering around 21500 for a while until we all saw the P100D being pushed out later in Q4.
Historically here on TMC, my estimates usually are in the low-end of the bell curves and tend to be quite close except for Q3 which was an "enhanced" quarter that surprised many.
dc_h
Active Member
I see the market down after hours, but I'm happy with the numbers. They seem back on track and only a week and a half off guidance. i think we are setting up a strong Q1 and year.
Well done Bonaire.
Well done Bonaire.
Huh, gotta admit, I'm worried about the numbers. They seem pretty low considering they missed their already lowered guidance and end of free supercharging as a demand trigger, though I guess given delivery times those numbers won't full appear until the end of Q1. Demand for the S and the X in particular might be a little weak now, but the stationary storage systems seem like they could be a great piece to keep the company buzzing along. I know they had additional cars in transit, but that's been a built in excuse for just about every quarter they've had for missing projections, it seems. They should have already adjusted for that in their projections.
dc_h
Active Member
I think it is a good number. Seeing the Oct\Nov numbers, it was going to take amazing numbers to hit, great numbers to get where they were and pretty good numbers to beat smegal. The extra 2200 cars is probably about 200mm in revenue, which will hurt the top line and margins. Not rolling out AP 2 will also hurt margins. On the upside, they have 6500 cars in transit, and production is likely increasing above 2200. I think they are on track to deliver close to 30,000 in Q1 and will recognize AP revenue in Q1 as well.
They took a hit making a big strategic change that pushes them 2 years ahead of the AP competition and lost about 1 week of deliveries. That is a small short term hit and a big long term win and they are already on track to beat Model S & X delivery estimates for most of Wall Street. If I had sold (I was concerned numbers would be worse), I'd be 100% back in tomorrow.
Esme Es Mejor
Member
Didn't we conclude all polls are meaningless since Trump win?
The polls did great, actually. They predicted Hillary by 3%, and she won by 2%. But she overperformed in deep-blue states (CA, NY) and underperformed in swing states (FL, PA, MI) just enough to lose them. Bad geographical batching on her part.
acarlos1000
Member
Tesla Q4 2016 Production and Deliveries (NASDAQ:TSLA)
Tesla (NASDAQ: TSLA) produced 24,882 vehicles in Q4, resulting in total 2016 production of 83,922 vehicles. This was an increase of 64% from 2015.
Tesla delivered approximately 22,200 vehicles in Q4, of which 12,700 were Model S and 9,500 were Model X. When added to the rest of the year, total 2016 deliveries were approximately 76,230.
Tesla delivered approximately 22,200 vehicles in Q4, of which 12,700 were Model S and 9,500 were Model X. When added to the rest of the year, total 2016 deliveries were approximately 76,230.
State-level polling is where the polls truly failed, though. The blue wall holding and all that.
RobStark
Well-Known Member
The non-Republican polling firms had Clinton
Florida +1.5
Pennsylvania +4
Michigan +5
Wisconsin +6
USA +4 if you exclude the R firms.
Esme Es Mejor
Member
Ah, I take your point. I never put much faith in the individual state polls, though when you aggregate them, they paint a fairly accurate national picture. Similarly, polls from R firms aren't themselves very accurate, but when added to the overall mix, they tend to make the overall mix more accurate.
Had Clinton won by 3 points instead of 2, FL PA MI and WI all would have been unexpectedly close, but Clinton would have won all of them. And with them, the electoral college.
Similar threads
- Question
