Last weekend, Tesla CEO Elon Musk thanked his team for the “great work on delivery”:
Thanks Tesla team for the great work on delivery! For new owners, we appreciate you accommodating us on delivery time! Definitely one of our toughest quarters in global logistics.
We now know that this was in reference to Tesla, which according to sources familiar with the matter, was receiving a record delivery volume during the week.
Musk sent an email to employees during the past week informing them that record deliveries for the quarters were achievable, but that they “needed to deliver the most vehicles per day we would ever have to deliver.”
Although the total number of deliveries during the quarter is still unknown, it appears that Tesla may have achieved Musk’s target.
Wall Street has high expectations, with a consensus delivery estimate of about 140,000 vehicles – up from 123,000 a few weeks ago.
Tesla hopes to release its Q3 distribution and production results by the end of the week.
I am a bit confused about this quarter. Most deliveries are estimated at between 135,000 and 145,000 vehicles and they appear to be based on how much Tesla needs to gain momentum to achieve its targeted 500,000 deliveries for the entire year.
However, Elon indicated that he had “One shot in record quarter for deliveries. ”
Tesla’s previous record deliveries will bring this quarter closer to that range, taking into account 112,000 vehicles.
However, as I mentioned in my previous article about email, Elon always leaves room for interpretation in those emails to those employees.
He could mean US or North American delivery as some interpreted it, but the email was sent to all employees globally, and in previous similar emails, he was referring to Tesla’s global delivery.
now, “One shot in record quarter for deliveries“Is unclear in itself, and Tesla can beat it even more.
I think there is a better possibility for them than North American or American deliveries, especially if Tesla achieved its target last week with record delivery volumes.
They would have to give up four extra days to surpass the previous record quarterly deliveries, and this would put them very close to 140,000 deliveries.
But again, we do not know that either is necessarily true.
Personally, I think Wall Street is a bit optimistic. I’m going to live on the edge on this one.
What do you think Let us know in the comment section below.
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