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quarterly production/delivery numbers?

Discussion in 'TSLA Investor Discussions' started by Waiting43, Apr 3, 2019.

  1. Waiting43

    Waiting43 Member

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    Not to be conspiratorial, but isn't it weird that the Q3 production and delivery numbers haven't been released yet? I just spent some time looking back at 2018 and for all quarters it looked like they were released on the morning of the second day of the next quarter. Now it's already the third and the markets are closed... so maybe tomorrow morning? Why wait so long?
     
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  2. uselesslogin

    uselesslogin Active Member

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    Supposedly they said they are coming in tonight but who knows. And yes, it is weird. Presumably they are waiting on something or something got screwed up.
     
  3. Waiting43

    Waiting43 Member

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    Yeah, maybe it's because statistics take longer from Europe and China :)
     
  4. MikeC

    MikeC Active Member

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    Q3?
     
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  5. pz1975

    pz1975 Member

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    Yes - it's October 3, 2018 today and we are waiting for Q3 results. Are you from the future or something?
     
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  6. Fiver

    Fiver Active Member

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    The pessimist in me thinks they are delaying as long as possible because it's bad news. The optimist in me thinks it's delayed just because overseas deliveries were so nuts and they are trying to make sure everything is counted properly.

    Guessing it's a little of both though.
     
  7. STARR X

    STARR X Member

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    I’m guessing China needs to work through their issues as they delivered almost everything.
     
  8. Cheburashka

    Cheburashka Member

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    Yeah it's pretty awful.

    2018 Q3: Produced 80,142 Delivered 83,500

    2018 Q4: Produced 86,555 Delivered 90,700

    2019 Q1: Produced 77,100 Delivered 63,000
     
  9. Fiver

    Fiver Active Member

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    It's too bad they are shoehorned into quarterly delivery numbers being so important to the stock. If they could just manufacture and deliver cars as best they could without time being a factor things would smooth out a lot.

    Instead its produce tons of cars in batches for all over the world, and then race to get them all transported and delivered before the end of the quarter.
     
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  10. Cheburashka

    Cheburashka Member

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    The demand isn't there so they aren't making more cars would be my guess. No point in spending $$$ on inventory that will sit around.
     
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  11. Fiver

    Fiver Active Member

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    I meant that they currently produce and ship in a way that makes the last month of every quarter a complete poopshow zoo. It strains the delivery centers, and also makes for a not so nice customer experience. All because they want to make the quarterly numbers look good.

    What I was saying was it would be nice if they could just handle it in a manner that spreads out delivery around the world so the end of quarter rush didn't exist.
     
  12. Uncle Paul

    Uncle Paul Active Member

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    More important data would be comparing this Quarter with the same Quarter last year. This would more properly indicate if the company is growing or not.

    Q4 last year was an all out massive push to get as many cars as possible built and delivered, because of the impending loss of the full Federal Tax credit. They pulled out all the stops and pushed everyone to the absolute limite to get all the cars delivered so as many customers as possible could be eligible for the $7,500 tax credit.

    This Quarter they have been concentrating on opening Asia and Europe. Shipping more efficiently and filling the pipelines. They have improved Autopilot and been pushing deals on FSD upgrades. They have installed the first V3 Superchargers and developed additional software to speed up Supercharging for the entire fleet. They have updated NOA, announced the 10X faster super chip for enhancing FSD.
    They have released first pictures of RHD versions of the Model 3, opened additional service centers and delivery centers.

    Massive work has been accomplished at Gigafactory 3 in China, Work is being completed on the Tesla Semi and the Tesla Pickup has been moved into top of mind status. The Model Y was revealed with a working model and test rides, the prices of new production has been reduced and additional battery production machinery has begun production at Gigafactory 1.

    In Elon's spare time he has inked a deal to construct an underground Boring Company people mover in Las Vegas and SpaceX has successfully launched the first space capsule to dock at the International Space Station capable of bringing astronauts to and from the station on USA equipment.

    Gotta look at the whole picture, not just one statistic in a 90 day period.
     
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  13. ggr

    ggr Roadster R80 537, SigS P85 29, M3P 80k

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    Mod: since the discussion here has been about 2019Q1, I changed the thread title. --ggr.
     
  14. neroden

    neroden Model S Owner and Frustrated Tesla Fan

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    I think they didn't achieve their goals on those. Partly because they simply didn't manage to get enough Euro-spec production made. Partly because of delivery difficulties.

    Let's keep an eye on Q2 Euro deliveries to see if they've actually managed to get production up over 5000/week average. They should deliver more than 20K Model 3s to Europe in Q2 -- at least 25K if things are going well, 30K if things are going perfectly.

    Everything else is looking pretty good, but this is important.
     
  15. ProfTournesol

    ProfTournesol Member

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    Delivery numbers in europe are well over 20k. only be,de,nl,dk is 22k norway and uk not included.
     
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  16. GeorgeSymonds

    GeorgeSymonds Member

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    Does anyone know anyone who has had a new build (not new inventory) MS or MX in the last month? All the inventory sites just seem to have dwindelling MS and MX new inventory stock and no increases in VIN numbers. No cars with the new suspension seem to be around, and I've read reports/rumours that they stopped production of MS and MX a month ago.

    Short term clearing out all the older stock is no bad thing, turn then into cash, but the production numbers are going to look pretty dreadful for Q2 unless M3 production makes up for it.
     
  17. EVNow

    EVNow Well-Known Member

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    Have you heard of Raven ? There is a big backlog and Tesla has started delivering those cars.

    Model X Order/Delivery Tracking - Google Sheet
     
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  18. GeorgeSymonds

    GeorgeSymonds Member

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    Yes I've heard of Raven and there was a flood of cars appearing on the inventory sites with the new suspension and motors. I bookmarked one

    Tesla Info: 2019 MS Ludicrous Performance in US listed at $0

    It sold in May - my point is no others have appeared since. Even that thread you linked to was pretty quiet for a while, and the comment suggest in early june point to old spec cars being pushed on owners who had to query the spec, others with hidden vins,. others with gaps in delivery dates, maybe they've just restarted making them which is why I asked but other than a rep saying "sure we're delivering loads every day" it looks like nobody actually received one other than early June which would probably have been built in May.
     
  19. EVNow

    EVNow Well-Known Member

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    #19 EVNow, Jun 23, 2019
    Last edited: Jun 23, 2019
    Checkout the spreadsheet.

    19 X + S delivered in Q1
    81 X + S delivered in Q2

    Tesla doesn't list all manufactured cars in inventory. So, you can't go by inventory.
     
  20. GeorgeSymonds

    GeorgeSymonds Member

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    I thought you had basic comprehension of the difference between build abd deliver

    I've suggested for 3-4 weeks there has been no production. That would make no difference to Q1 figures and and make little difference to Q2 figures if they were inventory cars. And the new inventory figures have fallen around the world.

    I'm talking about evidence of recently built cars
     

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