Tesla Quarterly Sales Growth in 7 Charts
Tesla reported its basic 1st quarter production and delivery data nearly 3 weeks ago. Today is the day for its quarterly conference call about those data as well as much more financial data such as corporate revenue, gross profit, gross margin, etc. Leading into that conference call, we have created 7 charts exploring long-term historical Tesla sales (aka deliveries). Let’s dive in.
Interactive versions of all of these charts and graphs (which are much more fun!) are on the bottom of this article. However, they don’t always display well on mobile devices, which is what everyone lives on these days, so I’ll first present static images.
To start with, we have this long-term bar chart of Tesla’s overall quarterly deliveries since the 3rd quarter of 2012, when Tesla saw an inspiring 321 deliveries! The funniest thing about this chart is that at so many points along the way, critics and skeptics predicted that Tesla was at its sales peak and would only go downhill from there. Alas, reality and millions of consumers had other plans.
This second bar chart breaks out those quarterly deliveries by model, with model-specific estimates coming from myself, Troy Teslike, and the support of EV Volumes. This is where you start to see the massive volumes of the Tesla Model 3 and Model Y — on the back of the Model S and X’s few years of core foundational work getting the brand and its bank account going.
Here’s a line graph showing the sales growth of the model pairings (3 + Y and S + X) just as Tesla has reported them. Probably the main thing that stands out for those of us who have watched this graph change quarter after quarter is the slight drop of Model 3 + Model Y sales in the first quarter of 2022 compared to the fourth quarter of 2021. However, expect that to be short-lived now that Tesla has opened Giga Berlin and Giga Texas, its two new large automotive factories. The company’s production capacity is going to grow enormously in 2022.
Here’s another line graph breaking out the sales by model again, based on the best informed estimates we could gather. What this highlights is the Tesla Model Y’s continued growth quarter after quarter after quarter after quarter.
In the chart above, we’re looking at cumulative deliveries now, with Model 3 and Model Y cumulative deliveries stacked on top of each other.
Looking at the same thing by with individual charts for each model, we can see how much the Model 3’s historical sales still stand far ahead of the Model Y’s, not to mention any other model’s. The Model Y will catch up to the Model 3 in time. But no time soon.
That wraps up the chart fun for Tesla quarterly sales. What are your thoughts on these numbers and charts?
For much more data diving, tune into the Tesla conference call livestream starting in ~30 minutes:
Related: Tesla Model 3 & Model Y Score ~100,000 US Sales In 1st Quarter Of 2022
Here are interactive versions of all of those charts and graphs:
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