Hello and welcome to the Friday March 29th

2019 edition of Tesla Daily on Official Tesla Podcast.

My name is Rob Maower.

Today we are talking about Q1 deliveries,

as well as a little bit of news on full self-driving hardware.

Tesla stock on the day today did finish up 0.45% to $279.86

this compared to the Nasdaq up 0.78%. There may be just one trading day left

until we get the key one delivery and production numbers.

My current expectation for timing on those numbers would be prior to market open on Tuesday,

April 2nd, but they could be released anytime on or before April 3rd.

Again, in case you missed it earlier, the consensus estimate right now for model 3 deliveries by analysts

is 54.6,000 and for model SNX, 20.3,000, for a combined total of 74,900 vehicles.

I do expect a miss on the SNX numbers.

I think deliveries there are more likely to be somewhere around, maybe

18,000.

In the Q4 earnings report shareholder letter, Tesla's guidance for SNX was, quote,

we are expecting our model SNX deliveries in Q1, 2019 to be slightly below

Q1 2018, end quote. In Q1 2018, Tesla delivered 21,800 SNX vehicles combined.

So slightly below that could mean something around 20,000,

which appears to be where the consensus is kind of forming, too.

However, on the conference call that happened after the $35,000 model 3 announcement, which was almost a month after the Q4 shareholder letter was published,

Musk said on that call that they would expect to produce somewhere between 70,000 and 100,000

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