Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

[kcveins]

Wow!

Tesla Q4 2021 Vehicle Production & Deliveries​

BUSINESS WIRE
Jan 2, 2022
AUSTIN, Texas, January 2, 2022 – In the fourth quarter, we achieved production of more than 305,000 vehicles and deliveries of over 308,000 vehicles. In 2021, we delivered over 936,000 vehicles.
Thank you to all of our customers, employees, suppliers, shareholders and supporters who helped us achieve a great year.

Q4 2021​

	Production	Deliveries	Subject to operating lease accounting
Model S/X	13,109	11,750	17%
Model 3/Y	292,731	296,850	5%
Total	305,840	308,600	5%

2021​

	Production	Deliveries
Model S/X	24,390	24,964
Model 3/Y	906,032	911,208
Total	930,422	936,172

 

[JustMe]

Numbers are out.
P: 305,840
D: 308,600

As Tommy Boy might say - Holy schnikes!

 

[Big Time]

Amazing. 1.2 Million run rate annual without new factories

 

[Chunky Jr.]

Holy moly, that’s way higher than most expected. And that is with partial unwinding of the wave. Tomorrow will be interesting for stock. 2022 should be amazing.

 

[Silent Ludicrosy]

Wow!

Tesla Q4 2021 Vehicle Production & Deliveries​

BUSINESS WIRE
Jan 2, 2022
AUSTIN, Texas, January 2, 2022 – In the fourth quarter, we achieved production of more than 305,000 vehicles and deliveries of over 308,000 vehicles. In 2021, we delivered over 936,000 vehicles.
Thank you to all of our customers, employees, suppliers, shareholders and supporters who helped us achieve a great year.

Q4 2021​

	Production	Deliveries	Subject to operating lease accounting
Model S/X	13,109	11,750	17%
Model 3/Y	292,731	296,850	5%
Total	305,840	308,600	5%

2021​

	Production	Deliveries
Model S/X	24,390	24,964
Model 3/Y	906,032	911,208
Total	930,422	936,172

 

[Xd85]

that's it, i'm buying a belt buckle (back in stock, btw)

edit. no joke

 

[nativewolf]

IIRC, batteries are the major structural limitation. Short term things such as airbags, various control modules and mundane pieces tend to be the bottlenecks. Thus, day to day, it's logistics. In every part and completed vehicles, logistics.

That's the name of the game in our business as well. We fully mechanized just last week (ok, still need some training but our machinery is on site) and it increases production by 600% and the logistics challenge just shifts from one aspect to another. Still logistics is the key to profitability. There is always a bottleneck.

 

[RobDickinson]

Well that's a nailed on red day for the sp

 

[betstarship]

Something something market-movers mid-monday-morning dip

 

[mickificki]

https://twitter.com/x/status/1477671905444438018

 

[Tachyon]

https://twitter.com/x/status/1477671905444438018

It’s still crickets on CNBS.

 

[betstarship]

It’s still crickets on CNBS.

They have might have dropped their mics.

 

[Nolimits]

Complete blow out. Congratulations everyone. Now the question is.. when will institutions buy in?

 

[Chunky Jr.]

I look forward to hearing from the bears how this is bad for Tesla and a sure sign of a demand problem

 

[ammulder]

I look forward to hearing from the bears how this is bad for Tesla and a sure sign of a demand problem

Yeah, but how many deliveries in... um... someplace obscure?

Edit: and oh, yeah, 300k+ is freakin' amazing!

 

[StealthP3D]

Numbers are out.
P: 305,840
D: 308,600

 

[betstarship]

Q: Is it possible to win Time Person of the Year two years in a row?

 

[RobDickinson]

I look forward to hearing from the bears how this is bad for Tesla and a sure sign of a demand problem

Well as tesla sell more cars there are fewer customers, right?

 

[Phobi]

It’s still crickets on CNBS.

That’s the pitter-patter of tears hitting the studio floor

Congrats all, blowing away expectations yet again…

Onwards Monday!

 

[henchman24]

That is such a blowout number that the market should move pretty heavily… I didn’t expect nearly that much.

Not only does that impact q4, but the 22 estimates of ~1.2-1.3m are comically low at this point. All firms are going to have to raise 22 production to at least 1.4m and should be in the range of 1.5-1.6m. That should be worth ~200 to the share price by Wall Street’s own valuation. The setup is here for ~1400 after earnings.