Hey everybody Rob mower here on the last day of Tesla's first quarter and I thought

today we would spend some time going through Q1 delivery

estimates. Remember we should get Tesla's Q1 delivery and production report this

week on either Thursday or Friday. Based on previous Key One reports,

I think the most likely time that this is published

is before market open, probably about 30 to 60 minutes

before market open Friday morning.

So today I want to look at what we should

expect to receive in this report, what the current facts at consensus among

Wall Street analysts is for Tesla's Q1 and then anything else that we should be

looking for specifically when

Tesla issues this report.

Starting off with the facts at consensus numbers, as I always say when we talk about these numbers,

this doesn't necessarily matter a whole lot to me, but the media does use this as a benchmark,

and oftentimes we'll see headlines comparing Tesla's actual deliveries with what the fact

that consensus is. So while many of us are doing our own analysis and coming up with our own numbers or drawing from different sources of information than Wall Street, this fact set consensus is important because it helps shape the narrative post report.

So let's look at the numbers here,

then we'll go through my estimates and then some of the wild cards.

So Q1 2020 facts that consensus estimate

as of Tuesday, March 31st, today,

total deliveries is 91,000. as of Tuesday, Tuesday, March 31st, today,

total deliveries is 91,694 vehicles.

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