July 3rd, 2019 | by Paul Fosse
After the recent announcement of Tesla's record breaking Q2 production and deliveries, the bears on Tesla can no longer say that Tesla can't build or sell or deliver cars in Q2, but they can repeat the same for Q3. That's fine with me. I'm ready to meet them. So, with everyone talking about the Q2 numbers today, I'm happy to shift the conversation to the third quarter. Let's talk about what we know about Q3. (Full Disclosure: I'm long Tesla [TSLA] stock, but don't expect this to be only good news.)
July 2nd, 2019 | by Steve Hanley
The total production and delivery numbers are out for Q2 and they are stronger than anyone dared hope. Here's hoping the short sellers choke on the numbers.
May 31st, 2019 | by Zachary Shahan
Tesla is producing unicorns. Seriously. That's what TSLAQ logic + TSLA logic, when combined, tell us
April 14th, 2019 | by Alex Voigt
Demand is a mystery that can only be measured once supply is provided, and at that point, it's not demand anymore. You only know what demand you really had after its gone. Supply is a fact you can easily measure, while demand is never really known or completely understood. Even worse, the supply you measure is usually only a part of the demand you once had, and the closer you get to the moment of supply, the more you know how real the demand is
April 4th, 2019 | by Zachary Shahan
I've got a lot of numbers to crunch and articles to publish now that Tesla has released its 1st quarter production and delivery numbers. Stay tuned for approximately 20–30 more charts and several articles putting Tesla's vehicle sales numbers into context
April 4th, 2019 | by Vijay Govindan
Congrats to Elon & Tesla for an excellent quarter! These were a unique set of challenging circumstances and Tesla did great. I would like to apologize to Maarten. I shared with him many of the tweets and links on expectations for Tesla’s Q1 results. Enraged, the G.O.M. ("grumpy old man") valiantly made a prediction. He took the blow instead of me
April 4th, 2019 | by Maarten Vinkhuyzen
I have to eat crow. That is the civilized way to say it. What I wrote was completely off. It was logical, believable, and wrong. After submitting it, I thought I should have included that famous line about complex problems having simple answers that are completely wrong — a point I did prove. Another way of saying it, it was
April 3rd, 2019 | by Zachary Shahan
Tesla delivered 110% more vehicles in the 1st quarter of 2019 versus the 1st quarter of 2018. The Q1 2019 delivery total was approximately 63,000. That said, the deliveries were 31% less than the 4th quarter of 2018, due in part to a high number of vehicles in transit, over 10,
January 18th, 2019 | by Zachary Shahan
Oh, poor Model S. With the Tesla Model 3 now on the scene in full force and consistently ranking in the top 5 of US car sales, the older, bigger Model S doesn't get nearly the attention and discussion it used to get
January 12th, 2019 | by Loren McDonald
The numbers are in and 2018 turned out to be quite a solid year for electric vehicle sales in the
January 4th, 2019 | by Zachary Shahan
In honor of another wicked cool quarter, here's a view of Tesla history that you might have missed if you only read CleanTechnica
January 3rd, 2019 | by Zachary Shahan
The big electric vehicles sales stories these days are generally about the Tesla Model 3 walloping the competition. Nonetheless, we like to go back to our roots and explore overall electric vehicle growth at least once a quarter. The problem is that almost all of the positivity comes from Tesla
January 3rd, 2019 | by Zachary Shahan
In the month of December, Tesla sold more luxury cars than all other automakers. In fact, it accounted for approximately 30% of luxury car sales. Tesla sold more luxury sedans than BMW and Audi combined, more than Mercedes-Benz and Lexus combined. It absolutely crushed the luxury car competition
January 2nd, 2019 | by Paul Fosse
2108 has been a real breakout year for Tesla. It has gone from being a niche producer of electric vehicles (EVs) to becoming the dominant seller of not just EVs, but of all luxury cars too.
The surprise to many is that Tesla also dominated the overall sedan market by having the top selling car in the US in terms of revenue!
January 1st, 2019 | by Zachary Shahan
Below are the 55 CleanTechnica articles published in 2018 that got the most eyeballs on them. Why
November 14th, 2018 | by Zachary Shahan
This may have been the longest I've ever taken to create a monthly US sales report, and it may have also been the most difficult. We had a strong sense of how Tesla Model 3 production and deliveries were ramping up through the 3rd quarter, but due to the intense push to get Model 3s out the door and into customers' hands by the end of the quarter, it has been hard to estimate output in subsequent weeks — much of October
November 14th, 2018 | by Zachary Shahan
Tesla Model 3 sales growth this year has been astounding, putting to bed any sensible skepticism about Tesla's ability to produce a high number of high-quality cars that consumers adore
October 20th, 2018 | by Zachary Shahan
Poor Model S and Model X. Their younger sister came along and completely stole their thunder*. For years, the Model S and Model X were the hottest items in the auto industry. In particular, the Model S's dramatic, unexpected, sharp rise to the top of its class — in terms of sales, consumer satisfaction, glowing reviews, and everything else — was the story of the century. Then along came Model
October 4th, 2018 | by Zachary Shahan
There are a lot of fun Tesla sales numbers to discuss this week. It's gobbling up the luxury car market in the US. It broke a quarterly delivery record — by more than doubling it! It now has perhaps the 4th best selling car in the United States. And just look at this quarterly sales chart
October 3rd, 2018 | by Zachary Shahan
Tesla increased its deliveries by more than 100% in the third quarter compared to the second quarter, its previous best quarter in history. In 6 years, its Q3 sales jumped from 321 to 83,500.
Its sales come at the expense of cars all over the map. However, the classes it is most directly competing in are the relevant luxury classes
October 1st, 2018 | by Zachary Shahan
I've been planning to publish our second quarter (Q2) report on large luxury car sales and midsize luxury SUV sales in the US ... for a long time. With Tesla's Q3 sales figures expected tomorrow, it seems 11:00pm tonight is indeed the 11th hour, so here we are
September 22nd, 2018 | by Zachary Shahan
One of the most bewildering criticisms of Tesla that I routinely see is that it can't mass produce cars. A common variation of that is that Tesla can't quickly ramp up production. I find both criticisms a bit absurd. They are based on limited thinking and a warped grading system. We've explained some of the reasons why in other pieces
September 9th, 2018 | by Vijay Govindan
When companies report earnings, the financial news mentions how the company’s revenue and earnings per Share (EPS) performed against professional estimates. If a company beats both, the stock price will usually go higher. And if they miss both, the stock price will go the opposite way, lower. If either misses, financial analysts will ask management questions on the conference call to get a better idea of how the underlying business is doing
September 9th, 2018 | by Michael Grinshpun
Despite intense media scrutiny around Tesla’s Model 3 "production hell" ramp, and Elon Musk’s take-Tesla-private drama, Tesla now has the #1 best selling car in the US. You may think that was a typo, but read on
