Update: Tesla has released its Q3 sales (deliveries) and production numbers. They are as follows: This is the statement Tesla included with the production and sales update: “In the third quarter, we produced over 430,000 vehicles and delivered over 435,000 vehicles. A sequential decline in volumes was caused by planned … [continued]
I know it sounds ridiculous that the EV-only startup Tesla could sell more vehicles than giants like Ford, Toyota, and Chevrolet as soon as next year with only 6 models, but hear me out. Note that I am speculating this could happen without including any sales of Tesla’s next-generation vehicle, … [continued]
Tesla CEO Elon Musk shared some thoughts in a recent interview with Financial Times on Tesla’s aspiration to reach the goal of 20 million electric cars produced annually by 2030. Peter Campbell asked Elon Musk what the business would look like by 2030 to make 20 million EVs per year. … [continued]
Looking At 2021 Tesla Sales Forecasts In the middle of April 2021, I put together forecasts for Tesla sales (deliveries) in the 2nd quarter, 3rd quarter, 4th quarter, and full year. While other forecasters — including professional Wall Street analysts — adjusted their forecasts for 2021 Tesla sales significantly as … [continued]
What to expect of Tesla deliveries in the 4th quarter and 2021 as a whole?
Two months ago, Tesla released its 1st quarter production and delivery totals, which were well above what Wall Street analysts were expecting. Shortly thereafter, I published my somewhat detailed Tesla sales forecast (i.e., delivery forecast) for 2021. Troy Teslike — who tracks Tesla delivery ships, factory production news, and production … [continued]
In his latest video, YouTuber and very early Tesla investor Dave Lee asked the question as to whether or not Tesla can deliver 1.5 million Model Y vehicles in 2023 and how to value this as a Tesla investor. Short disclaimer: I, too, hold a few shares in Tesla’s stock … [continued]
Yesterday, I got some good feedback on my post about releasing a Tesla Financial Model on GitHub*. It occurred to me an analysis of my Tesla financial model would be useful. I can’t expect everyone to download it. I was able to work and create a simple macro that copied … [continued]
I got a few requests from my last post to do a deeper dive into ARK’s Tesla bear case after providing my thoughts on its bull case. Breakdown of the Model’s Assumptions One of our readers, Pitounet, pointed out that ARK has hosted its model on Git. This has a … [continued]
