Hey everybody, we're out of malware here and today we are discussing of course Tesla's

Q1 production and delivery report.

Tesla has just released it today, pretty in line with the last couple of quarters in

terms of the timing, even though the market is closed today.

Unfortunately because Tesla has delivered a huge, huge beat, as you can see on the screen

right now, production, 180,338 vehicles, all Model 3 and Model Y, and then deliveries

182,780 Model 3 and Model Y, adding a couple thousand Model S and X from last quarter,

and we get a total delivery number of 184,800 vehicles.

This is ahead of fact, second census of 172,230 or something like that, so definitely a significant

beat on the delivery numbers.

So obviously this is way, way higher than my forecast, you know, I always love to miss

to the upside, which is very, very exciting, and delivery is there about 10,000 higher

than my forecast.

So, let's hop into Excel and check out some of these numbers and then we'll talk about

some of the implications here.

All right, so again, just to fill in with you guys with how this was working, so I just

have the total production numbers here, broken out by quarter, and then weekly, and then

daily.

So if we look at the final production number here, we're at 180,338, this is higher than

my forecast of about 171,000, so beat there about 9,000 vehicles.

This means that over the 12.9 weeks in this quarter, Tesla delivered 14,000 vehicles

each week, and they actually, for the first time in company history, exceeded 2,000 vehicles

...