Yes. Looks like an adjustment to generate a headline:
Deliveries. We decrease our FY19 delivery estimate by ~2k units to 345k units, still below the low end of Tesla’s 360k to 400k unit full year guide. Our 3Q19 delivery forecast of 91k units (74,750 Model 3, 7,914 Model X and 8,682 Model S) compares to a record second quarter of 95,200. We believe the step down in the US EV tax credit at the end of last month may have pulled forward some demand into the second quarter. We have kept S/X volumes stable sequentially, with our FY forecast coming out to approximately 63k units, a material step down from just below 100k units last year. We continue to be of the opinion a material enhancement to both the S and the X would materially bolster demand for these vehicles (we do note Elon Musk tweeted they will not "refresh" the S or X, only implement small changes).