Q2 Production & Delivery Forecast + Vision Update, Berlin, NHTSA (06.29.21)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 29 June 2021
⏱️ 31 minutes
🧾️ Download transcript
Summary
YouTube link: https://youtu.be/yQmnS-Vh3Ds
➤ Rob Maurer walks through estimates for Tesla’s Q2 delivery and production numbers and how they may compare to Wall St.’s consensus
➤ Tesla updates vision-only Autopilot software, increasing functionality
➤ Tesla re-recognized as IIHS top safety pick+, Consumer Reports restores recommendation
➤ Giga Berlin injunction request update
➤ Model S Plaid takes on Pikes Peak
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Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Disclosure: Rob Maurer is long TSLA stock & derivatives
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hey everybody Rob, now we're here and today we're going to go through second quarter |
| 0:11.0 | delivery and production forecasts ahead of quarter end, which ends tomorrow. |
| 0:16.2 | And then we should get Tesla's numbers sometime on Friday as my expectation may slip in |
| 0:20.1 | a Saturday, but based on the last few quarters, I think that'll happen probably Friday |
| 0:24.1 | morning. |
| 0:25.1 | So we'll obviously be back to report on that, but today we're just going to go through |
| 0:27.5 | what I expect my actual forecast for this quarter based on the information that we |
| 0:31.4 | have so far. |
| 0:32.4 | We also have a little bit of other news, so we'll hit that up after the end of the |
| 0:35.8 | forecast. |
| 0:36.8 | We'll start off here with Tesla stock. |
| 0:38.6 | Oh, before we get into that, if you are an audio only listener, this is spreadsheet |
| 0:42.0 | intensive. |
| 0:43.0 | So I'll put the link down to the video in the show notes, I would recommend that for |
| 0:47.0 | this one. |
| 0:48.0 | All right, so Tesla stock today fading off a little bit to finish down 1.1% to $680.76. |
| 0:55.8 | That compared to the NASDAQ, which was slightly positive on the day, finishing up about |
| 0:59.8 | two tenths of a percent. |
| 1:01.7 | So before we get into deliveries, let's look at what Wall Street is currently expecting. |
| 1:06.8 | And it looks like that is about $198,300 vehicles to be delivered in Q2. |
| 1:12.4 | This is as of June 25th from an investors.com article. |
| 1:17.7 | So that's the best source I have right now for a fax at consensus. |
... |
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