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Some Sig X owners have scheduled delivery dates in December 2015
- Thread starter petfansNetwork
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SCModelX
Member
As previously thinking 90D, and then changing it to a P90D (for this exact reason), I highly doubt it. Why I bit the bullet on the P. Tesla said it isn't cost effective to mix productions, until all have been chewed through....
Granted Elon is less Wall Street-driven than most other CEOs out there, but they are still a publicly traded company and there are certain responsibilities and expectations (and perhaps Kabuki Theater) that come with that. In the last shareholder letter, they claimed uncertainly around MX production because of supplier issues (2nd row seats), but also claimed "steady state production capacity during Q1 as we do not foresee any significant production, design or supply chain constraints". If there is no such ramp, its going to create questions. Tesla's mission is to shift the industry, not to sell a lot of cars and their ability to do that hinges on the perception that they will eat everyone else's lunch if competitors don't get with the program--if market perception is that Tesla is a questionable as a going enterprise, its easier to marginalize them.[/QUOTE]
My totally uninformed guess, based on the fact that MS deliveries are now late Feb, is that the vast majority of delivers for the first part of Q1 will be MXs to help bleed off the backlog, then settle into a more even split. In the same Q3 shareholder letter, Tesla expected to be delivering an average of 1,600 to 1,800 vehicles (S + X) per week, so, even starting at the low end of that, its still a pretty good clip.
CarlK
Active Member
Even though Elon said stock price is not one of his primary concerns the credibility and survival of the company is still of the utmost importance. The mix would undoubtedly targeted at maximize margin and profit. At this moment the highest margin still goes to SP90D. Among X models certainly XP90D has the highest margin. The only question is how that compares to less expensive S models.
I believe that applying Maslow's hierarchy of needs to a business is appropriate and therefore agree that survival is indeed TM's utmost important (most basic) goal in supporting their mission of sustainable energy and transportation. Credibility is more of a long term goal as part of their DNA, to establish and maintain sustainable productive relationships with its stakeholders, internal and external... e.g. customers, suppliers, employees, investors etc. Being profitable is certainly a key to survival, but maximizing profits, not so much, but more of an integrated strategy among finance, production and customers (rewarding those who walk the walk so to speak with priority deliveries as demonstrated with S and X order/deliveries.)
That said, that strategy most likely will not trump the real possibility of disenfranchising loyal customers with deposits dating back years, i.e. it doesn't make strategic sense to allow a 20,000 reservation for a P90D to supersede a 1,000 90D number who has been waiting for years, just because it is a P90D vs a 90D with a higher margin. I suspect they will maintain their strategy, but within limits. So far, it looks like they created a first batch of 10,000 invitees and will most likely fill those 90 orders before moving onto the next batch, which also explains why they changed deliveries of 90Ds from mid 2016 to early 2016. This probably means production is streamlined with that batch within acceptable parameters and/or the take rates of P90Ds were not as high as hoped and that they need to start producing 90Ds faster than originally planned. Again, just creating scenarios that help 'shorten' the wait time for my 90D!
Now that's what I call focus! Guess you don't need no stinkin' Oxycontin for post surgery if you have a Sig X delivery later that day! That should be reported to JAMA!
Congratulations on your delivery and thanks for all your availability and feedback... much appreciated... and Happy and Healthy New Year.
BTW... the pic with the children in the X... priceless. And the X was nice too.
Mark Z
Active Member
Delivery - A Third Party Variable
I posted this at the Tesla Motors forum. The sharing of this information is to let others know, they are not alone in the wait for end-of-year delivery. This thread topic is the most logical place to post it at TMC during the last days of 2015. Hopefully things will improve to speed delivery in the future. You can find the original here: https://my.teslamotors.com/forum/fo...t-call-or-email-please?page=21#comment-800805
I have posted fragments elsewhere, so anyone interested can go to my profile on TMC and read the posts. Here are my feelings from the heart, written in one sitting and at a forum with no later updates.
Based on many calls and the information gleaned from the forums, we know that some buyers are clueless to where their Model X Signature is located in the delivery process. The following is a summary based on the facts gathered. My interest is to discover why a vehicle delivery may not occur on time. When communication stops happening, doubt grows. The search for answers is found in many locations, especially when some individuals are frustrated with the system and share their concerns and knowledge about what can occur during the delivery process.
The sales department may be clueless about a delivery. During delivery, nothing about my actual vehicle location was in their notes when their computer screens were accessed.
The delivery was turned over to logistics and the delivery specialists. What happens then is in their hands and if they don't communicate with you or each other or the carrier, silence happens.
The issue is simple. Third party carriers are hired to haul these cars in the small covered transports. No large 8 car carriers are used to maximize the flow. Trains are used for the east coast, but I have no data on where the line is drawn for that. The west coast shipping is by the smaller covered trucks you have seen on the many photos posted in the forums.
There are no in-between drop off points unless a truck is delivering to multiple destinations. The Salt Lake City walk around video was proof that a vehicle may be removed temporarily to access the other.
Based from all the data gathered: IMHO, some third party carriers may not be reliable (i.e.: holiday, busy during package delivery for Christmas, sick, quit, insufficient quantity of transport companies or trucks available during peak demand and add any other reason you know from your own shipping experience).
Here is the major frustration. Getting an email from the DS on the 15th that says "soon". Discovering that the vehicle was originally planned to be arriving at the SC between 12/20 and 12/27. Visiting the SC on the 26th and no one can say that any Model X had arrived. No recent replies from DS or management. In short, because of the need to move the highly mentioned 1000+ cars by 3rd party transit (and trains) during the Christmas season, it reminds me of the FedEx news.
The only positive news in this, is that many of you have delivery specialists who are doing their best to get the cars to you in a timely manner. They are working hard, they are stressed with the task, and yes, the same people who shared the above data also mentioned that some are working 14 hour days to make things happen. Don't forget this paragraph when you are upset.
My friends, the system needs help. Just as the Fort Tejon Superchargers had a long line during the Christmas weekend, there are problems with delivery. Things happen. The weak point appears to be not enough 3rd party trucking capacity during holiday time. The system works during regular production. However, IMHO, extra Model S and X needed shipping before the end of the year. Unlike FedEx, UPS or even the USPS, we don't have tracking numbers to view on our computers. Unlike our own Model S cars, we don't have the connection to the GPS of the "Factory Mode" completed vehicles. I am unaware if Tesla Motors uses the GPS of the completed cars to track them, but if they don't, they should.
As I write this on the morning of Dec 29, there are still three working days in 2015 to get the Model X Signatures that were scheduled for Service Center arrival to their destinations. I am pleased that a fraction of the orders are being reported on the forums. Those of you who have given of your time to post your details are the lifeline of information that make going through this process understandable.
Don't forget the paragraph of 14 hour days. Have hope that the trucking companies will pickup more vehicles today, tomorrow and deliver them quickly. That the Service Centers will be ready to process the remaining Model S and X before the end of the year. And that the logistic, delivery specialists, and transportation companies will communicate to not miss one lone vehicle that sits waiting to be driven by someone who is calmly waiting for the call or email to drive their Model X home.
I posted this at the Tesla Motors forum. The sharing of this information is to let others know, they are not alone in the wait for end-of-year delivery. This thread topic is the most logical place to post it at TMC during the last days of 2015. Hopefully things will improve to speed delivery in the future. You can find the original here: https://my.teslamotors.com/forum/fo...t-call-or-email-please?page=21#comment-800805
I have posted fragments elsewhere, so anyone interested can go to my profile on TMC and read the posts. Here are my feelings from the heart, written in one sitting and at a forum with no later updates.
Based on many calls and the information gleaned from the forums, we know that some buyers are clueless to where their Model X Signature is located in the delivery process. The following is a summary based on the facts gathered. My interest is to discover why a vehicle delivery may not occur on time. When communication stops happening, doubt grows. The search for answers is found in many locations, especially when some individuals are frustrated with the system and share their concerns and knowledge about what can occur during the delivery process.
The sales department may be clueless about a delivery. During delivery, nothing about my actual vehicle location was in their notes when their computer screens were accessed.
The delivery was turned over to logistics and the delivery specialists. What happens then is in their hands and if they don't communicate with you or each other or the carrier, silence happens.
The issue is simple. Third party carriers are hired to haul these cars in the small covered transports. No large 8 car carriers are used to maximize the flow. Trains are used for the east coast, but I have no data on where the line is drawn for that. The west coast shipping is by the smaller covered trucks you have seen on the many photos posted in the forums.
There are no in-between drop off points unless a truck is delivering to multiple destinations. The Salt Lake City walk around video was proof that a vehicle may be removed temporarily to access the other.
Based from all the data gathered: IMHO, some third party carriers may not be reliable (i.e.: holiday, busy during package delivery for Christmas, sick, quit, insufficient quantity of transport companies or trucks available during peak demand and add any other reason you know from your own shipping experience).
Here is the major frustration. Getting an email from the DS on the 15th that says "soon". Discovering that the vehicle was originally planned to be arriving at the SC between 12/20 and 12/27. Visiting the SC on the 26th and no one can say that any Model X had arrived. No recent replies from DS or management. In short, because of the need to move the highly mentioned 1000+ cars by 3rd party transit (and trains) during the Christmas season, it reminds me of the FedEx news.
The only positive news in this, is that many of you have delivery specialists who are doing their best to get the cars to you in a timely manner. They are working hard, they are stressed with the task, and yes, the same people who shared the above data also mentioned that some are working 14 hour days to make things happen. Don't forget this paragraph when you are upset.
My friends, the system needs help. Just as the Fort Tejon Superchargers had a long line during the Christmas weekend, there are problems with delivery. Things happen. The weak point appears to be not enough 3rd party trucking capacity during holiday time. The system works during regular production. However, IMHO, extra Model S and X needed shipping before the end of the year. Unlike FedEx, UPS or even the USPS, we don't have tracking numbers to view on our computers. Unlike our own Model S cars, we don't have the connection to the GPS of the "Factory Mode" completed vehicles. I am unaware if Tesla Motors uses the GPS of the completed cars to track them, but if they don't, they should.
As I write this on the morning of Dec 29, there are still three working days in 2015 to get the Model X Signatures that were scheduled for Service Center arrival to their destinations. I am pleased that a fraction of the orders are being reported on the forums. Those of you who have given of your time to post your details are the lifeline of information that make going through this process understandable.
Don't forget the paragraph of 14 hour days. Have hope that the trucking companies will pickup more vehicles today, tomorrow and deliver them quickly. That the Service Centers will be ready to process the remaining Model S and X before the end of the year. And that the logistic, delivery specialists, and transportation companies will communicate to not miss one lone vehicle that sits waiting to be driven by someone who is calmly waiting for the call or email to drive their Model X home.
Thanks for the well thought out post.
RE: "The delivery was turned over to logistics and the delivery specialists. What happens then is in their hands and if they don't communicate with you or each other or the carrier, silence happens."
Is this the same situation for MS deliveries also? Or is something different about your X orders? Sure seems like a simple "Your car has shipped" would be a simple courtesy even if not possible to track and get a specific delivery date. IMO
RE: "The delivery was turned over to logistics and the delivery specialists. What happens then is in their hands and if they don't communicate with you or each other or the carrier, silence happens."
Is this the same situation for MS deliveries also? Or is something different about your X orders? Sure seems like a simple "Your car has shipped" would be a simple courtesy even if not possible to track and get a specific delivery date. IMO
Mark Z
Active Member
It would require input from recent Model S buyers. What I didn't mention in this post is the unchanging "Confirmed" text in "My Tesla". Many Model X buyers have reported the same problem. The ability to track progress is built into the system, but only if Tesla Motors updates the screen. That would help. I agree that the simple "Your car has shipped" would be excellent. It would mean that the car is now carefully contained in a closed truck and moving towards the Service Center. IMHO, only Tesla Motors can make that happen by coordinating with the logistics team.
Thanks for the well thought out post, Mark.
I say this without sarcasm. The reality is Tesla's timelines are meaningless. My Signature X was promised by year end. Two weeks ago, I told my DS that this charade is unnecessary: my X will arrive in Cleveland sometime in January 2016.
It's Tesla: the actual timeline depending on product or feature is 30 to 90 days of what Tesla communicates. It's not a criticism; it is a reality. I can confidently say that all the configured Signature Model Xs will be delivered by the second week of February 2016 (Tesla Time: End of 2015 + reality (45 days) = expectations managed.
I agree that this system needs help. But there is nothing we can do other than manage our expectations with the formula provided above. Until Tesla delivers a product or feature on time or ahead of schedule, it's best to tack on 30-90 days. My Signature S was delayed, my Signature X is delayed, and I've heard nothing on my Powerwall order from back in April. Fool me once, shame on you, fool me twice, shame on me, fool me three times......
As an investor and an owner, I am committed and loyal to Tesla. For the foreseeable future, I will only purchase Tesla products (I'll order the Model 3, Powerwall, etc.), but this issue is as simple as Tesla's communication is beyond reproach.
I will reserve a Model 3 with the expectations that deliveries will start 2018 Q4 (Tesla timeline: end of 2017 + 1 year reality = expectations managed).
I say this without sarcasm. The reality is Tesla's timelines are meaningless. My Signature X was promised by year end. Two weeks ago, I told my DS that this charade is unnecessary: my X will arrive in Cleveland sometime in January 2016.
It's Tesla: the actual timeline depending on product or feature is 30 to 90 days of what Tesla communicates. It's not a criticism; it is a reality. I can confidently say that all the configured Signature Model Xs will be delivered by the second week of February 2016 (Tesla Time: End of 2015 + reality (45 days) = expectations managed.
I agree that this system needs help. But there is nothing we can do other than manage our expectations with the formula provided above. Until Tesla delivers a product or feature on time or ahead of schedule, it's best to tack on 30-90 days. My Signature S was delayed, my Signature X is delayed, and I've heard nothing on my Powerwall order from back in April. Fool me once, shame on you, fool me twice, shame on me, fool me three times......
As an investor and an owner, I am committed and loyal to Tesla. For the foreseeable future, I will only purchase Tesla products (I'll order the Model 3, Powerwall, etc.), but this issue is as simple as Tesla's communication is beyond reproach.
I will reserve a Model 3 with the expectations that deliveries will start 2018 Q4 (Tesla timeline: end of 2017 + 1 year reality = expectations managed).
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dirkhh
Middle-aged Member
I wish it was that simple. I ordered my CHAdeMO adapter in October 2013 and was told I'd get it "Winter 2013". For a long trip in July of 2014 I really wanted to have the CHAdeMO so I called Tesla in March(!) 2014 and was told that I would "definitely have it by June".
I received it January 2015.
I disagree - I feel like we need to continue to speak up and make sure Tesla hears our concerns. They need to fix this. The enthusiast buyer base that they serve right now may put up with this. The broader market that they are targeting with Model 3 in all likelihood will not.
Yes, I consider it feasible (but unlikely), that Tesla will hand over six Model 3 to hand picked insiders on Dec 30 of 2018. And then delivers the first few signature reservations at the end of Q1/19
I was going to suggest 30 days to a year (given Auto pilot was delayed over a year). Foolish was I to think that the longest delayed feature/product was a year.
Honest question: how do we voice our concerns? I was very vocal when our families 3 Signature Model S' were delayed. And I'm vocal now that my Signature X was pushed from 2015 to 2016. I'm willing to try anything productive.
You're more reasonable than me :smile:
Mark Z
Active Member
I agree, since many are shipped by train. My post is regard to truck deliveries and how they are shipped on an individual basis. With no massive hauls to central distribution points, the delivery process is totally dependent on contracted 3rd party truck companies. Only if enough trucks exist for the immediate need can the job be finished in time.
I have posted elsewhere about many other details that helped cause the slow down. Other service centers have been overloaded with Model X, while the one that delivery management requested me to use has not seen one X as of last Sunday. Trying to help Tesla did not work out so far. The light at the horizon are the facts that can be shared to help others understand the situation and hopefully Tesla Motors will create a future solution.
UPDATE: Just found out, delivery manager that made the request is no longer with Tesla. I have switched the delivery location in "My Tesla" to one that is processing a larger quantity of Model X. No status, but a separate request is being forwarded to the delivery team. Maybe that will help speed things up, since one buyer had a two week prep time at one of the Service Centers.
One thing is crystal clear. Only those willing to wait patiently should order a Tesla Motor Vehicle.
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vangogh
Member
Mark..There may be issues with shipping companies...but I am experiencing the same run a round with a factory delivery....In my mind there are still infancy issues that need to be resolved and they want to deliver cars that will meet expectation (albeit without meeting delivery expectations). I've already lost my California tax incentive with the delays and hope that now that I won't get a delivery till 2016, I won't lose the $7500 Fed Tax credit (if the rules change)....
dirkhh
Middle-aged Member
They send you a survey after everything they do, including the delivery. I filled that out and voiced my displeasure. I also contacted NA sales.
Can I have this in writing? Many here would disagree
Hear. Hear. That is something that often gets lost in all the excitement and (frankly) hype about Tesla. There are still growing pains that are best handled by patient, motivated customers.
Mark Z
Active Member
Wow, that is unexpected. You were on track for EOY delivery. What happened? More vehicle modifications? There are three days left, any chance it could swing back to EOY?
TSLAX
Member
Hi Mark Z, I am here in northern Orange County at my brother's for the holidays. I am not sure if this is your location, but my sister in law would live to see a model X 6 seat configuration. We all visited a local service center a few days ago and were told we could not view color or seat configurations. My brother was part of the first 2500 model S's delivered here in the US. He has been a Hugh advocate for tesla and all of their products. If you are in northern Orange County, is there a chance they could meet up with you to take a look at your seat configuration? Thanks and I appreciate the time you have taken to provide everyone access to the information you have provided here at TMC.
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