Hey everybody, Rob Mauer here and of course today we are going to be talking about Tesla's

Q4 delivery and production report which came out this morning.

First of all, congratulations to Tesla for an incredible quarter.

I think this surpassed pretty much everybody's estimates, we're going to talk a little

about that throughout this episode.

Second off, first episode of the new year, so happy new year everybody.

And third, sorry this is a little bit late today, as I said earlier, unfortunately

I was on a flight today and yeah, it was not a good experience, about 14 hours of travel

for me today for something that was supposed to be about four and did it on about three

hours of sleep.

So that's why this is delayed and bear with me if I make any sleep deprivation errors.

But let's get into the numbers here.

So as you can see on screen, as I'm sure everyone has heard by now, Tesla ended up delivering

300 and 8,600 vehicles.

This beat Wall Street consensus estimates by 16%.

This is one of the biggest beats I can ever remember.

And of course, as we talked about, I do think the true expectations were probably a little

bit higher than what that Wall Street consensus number was.

But even if we assume that expectations were somewhere in the 280,000 range, which is

kind of where I think they were at, this is still about a 10% beat on the market.

And what we assume the whisper number ballpark was.

So really good, very strong quarter here in terms of my estimates, obviously they surpassed

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