Q1 Delivery and Production Report (04.02.23)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 2 April 2023
⏱️ 23 minutes
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Summary
➤ Tesla reports record Q1 delivery and production numbers to kick off 2023
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Transcript
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| 0:00.0 | Hey everybody Rob Mauer here and today we are going to be going through Tesla's Q1 production |
| 0:11.6 | and delivery report just released. |
| 0:14.0 | Tesla has set new records for both production and deliveries so let's get right into the |
| 0:18.2 | numbers. |
| 0:19.2 | Tesla saying in the first quarter we produced 440,000 vehicles and delivered over 422,000 |
| 0:24.1 | vehicles. |
| 0:25.1 | We continued to transition towards a more even regional mix of vehicle builds including |
| 0:29.4 | Model S and X vehicles and transit to EMEA and APAC. |
| 0:34.0 | So looking at the numbers here we've got 19,437 Model S and X vehicles produced 10,695 |
| 0:40.0 | vehicles delivered. |
| 0:41.3 | So definitely some slow down in S and X deliveries as Tesla mentions that there's some |
| 0:45.4 | transition in regional mix so we'll talk a little bit more about that in a minute. |
| 0:48.9 | And then for Model 3 and Y 421,3771 vehicles produced 412,180 delivered. |
| 0:57.6 | We can see Elisa counting not too many changes there. |
| 0:59.7 | I think S and X may be a little bit higher and then our totals there. |
| 1:03.7 | Almost 440,000 produced almost 423,000 delivered. |
| 1:08.1 | So as we had previously talked about the consensus expectation for deliveries was 421,000 a little |
| 1:14.8 | bit over that. |
| 1:15.9 | So Tesla has beat that by 0.3% so a little bit above expectations from a consensus perspective. |
| 1:22.7 | As we had talked about though I do think that the true expectations the whisper numbers |
| 1:26.5 | probably a little bit higher in terms of what actual expectations from analysts and investors |
| 1:32.2 | were. |
... |
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