Tesla started reporting quarterly after Q1 '15 when they crossed the 10K deliveries per quarter (IIRC), now that they may be closing in on 30K deliveries per quarter, or 10K per month, will they start reporting monthly?
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Should Tesla start reporting monthly delivery
- Thread starter Waiting4M3
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No, there is too much variation month-to-month within a quarter and hence meaningless.
I can buy that argument back when they were ramping their 1st mass production car the MS in 2015, at some point on their way to making 500K cars a year, I hope there could be more stability
No. It's of no benefit to the company to do so. It's just financial porn for the automotive and investment press.
And this is the Tesla Investor's subforum. What's wrong with some pron?
Tesla started announcing quarterly deliveries to combat baseless rumors and their impact on PPS. Sometimes PPS does matter, such as merger/acquisition involving stocks. Rumors/FUD have only been increasing lately with Tesla's investment going higher for M3/GF, and fossil fule and ICE car industry getting more desperate. Even the non-FUD stuff, such as Elon's tweets, often come at some random time that can completely mess up the PPS. Some more regular disclosures can help restore some sanity to PPS.
Beyond just PPS, if M3 indeed ramps as quickly as Elon has promised, with the ~400K's of pre-order, each month is going to move the queue by a lot. Also the EV tax credit will taper off at some point. As a M3 reservation holder, I will be on the edge of my seat watching the delivery numbers, and I'm sure I'm not alone. There will be again wild guesses, malicious FUD. It would be helpful for Tesla to give us more info to keep the potential buyers informed and calm.
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