IMHO, the important figure is production. Whether Tesla delivers 14k in Q2 and 22k in Q3, or 16k in Q2 and 20k in Q3 is completely irrelevant.
I like seeing that production is ramping up in accordance with guidance. And I haven't had much hope that Q2 would be amazing. Q3 is where Tesla really needs to kick ass.
To add to this point, Q2 production was up 18.2 percent over Q1 (18345 v 15510).
That is a 95% annual rate of increase, compounded quarter by quarter. Not bad for an "off" quarter.
I understand meeting guidance is important to the market, but a little perspective seems in order.