Respectfully disagree. I know we talked about this a few times before, but I don't feel we are entitled to receive this (granular) information.
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Reasonable people regularly debate how granular data should be for public companies. As for monthly sales data or monthly production data or even detail of models, there can be and are debates among accounting professionals and nearly everyone involved. So, I can easily make good, sound arguments for a variety of different disclosure and reporting standards, and ahem done so.
TSLA is a nearly unique beast, but many of us try to imagine disclosures should fit our curiosity rather than just what we need to know to make prudent or even speculative investment/trading decisions. Even a cursory look at the
@Papafox daily charts suggests there is plentiful information about trading, while others, historically by CPAs such as
@The Accountant , show there is quite clear disclosure regarding most financial subjects, with very careful reading of footnotes and an understanding of the relevant FASB and other accounting conventions is a condition precedent to clear understanding.
So, other than obsessive curiosity probably shared by most of us in this thread, including me, of what use is monthly exact model sales or production data. In my opinion I'd love having all that, by country and postal code too. Years ago much of that was readily available for most of the US and for a few other countries. There re a handful of industry analytic reports available that approximate those data worldwide. (Afghanistan or Chad sales by model, that is regularly reported, available for only US$ 5,000 per year or so). I used those sources for years, but for OEM planning not for investment decisions.
In my experience 'some data is good, more data is better, only too much is enough'.
We know that TSLA financial policies and disclosures demonstrate industry-unprecedented financial strength;
We know that nearly every analyst, including many of ours, overstate and misunderstand TSLA sales accounting in comparison with ANY other OEM;
We know that TSLA has high free cash flow coupled with a high growth rate. That does not happen! But TSLA does it!
Given those three things we might obsess over daily reports and can gleefully examine the EU daily sales for those countries that report such.
Then we can have a look at such threads as
@Mr Miserable 's "2023 Shipping Movements" that help to understand that nearly all OEMs report as sales, when a vehicle is shipped, NOT when it actually si sold to an end user.
After thinking about those things it's hard not to conclude that having more precise data actually will not be likely to change an investment decision. So we do not need to know that data.
But...I'd dearly love to have that plus takeup of FSD, Premium Connectivity, Tesla chargers and much more data about Supercharger deployment, equipment costs and so on. I'd like better cost accounting data than comes from Munro etc even from their high priced complete breakdowns. All of that would have value for an OEM, but not for investment decisions.
I'd love to know exactly the impact of the IRA on TSLA earnings, plus how the expected impact will be of GM, Ford etc adopting NACS. All of those things would be fun to know and would help us have nicer debates; those and many more. BUT...they will not really help investors make better decisions.
Obviously there are some who will disagree. So be it. In the meantime I can distinguish between information I need to make any given decision and that that I want to know but do not need.
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