The numbers are in and they were worse than expected.
In this video I go through both the vehicle production and deliveries along with energy deployments.
▶️ 3Speak
The numbers are in and they were worse than expected.
In this video I go through both the vehicle production and deliveries along with energy deployments.
▶️ 3Speak
I legitimately thought they were way better than expected, Troy Teslike had estimated 355,000 and he's usually overly optimistic. The analyst consensus was 377,592 but everyone knew there were completely unrealistic numbers in there given the damage Musk has done to the brand.
Profitability is going to be extremely low given the deep discounts and zero financing Tesla offered just to deliver 336,681. It's also possible this number is wrong, I assume it includes the 8,000 vehicles sold in Canada in the last week of January to qualify for subsidy payments which is now being contested by Canada's transportation minister.
Next quarter deliveries are going to be dramatically lower.
That will depend upon the scaling of the Model Y production ramp and tariffs. The latter is likely to cause a lot of havoc.
I think the Tesla protests will really affect next quarter deliveries. I imagine demand will soften further, even if Model Y production is able to ramp up.
I am absolutely so curious about the effect of tariffs on everything. Even industries that may be excluded initially may still be affected by a change in consumer behaviour. It's all going to be very, very interesting.
Maybe the numbers are worst than expected because of over realistic targets. Tesla's Q1 2025 delivery report showed a mixed bag, with record production and energy storage deployments, but disappointing vehicle deliveries (336,681) due to factory changes and US demand issues, falling short of expectations (377,592). In as much as these sparks concerns about brand strength, The video you made in explaining the nitty gritties involved also clears the air.
You can bet on the Media spinning the Numbers and presenting it like the end has come lol
#hive #tesla