Hello and welcome to the Wednesday October 2nd

2019 edition of Tesla Daily on Official Tesla Podcast.

My name is Rob Maower.

Today we're talking about the Q3 delivery and production report,

as well as a couple other pieces of news.

Tesla stock on the day to day prior to market close finished down 0.64% to $243.13, that compared to the NASDAQ down 1.56%.

But more importantly, after hours and after the delivery report, Tesla finished down another 4.04% to $233.30.

I'm sure by now most of you have seen the numbers, but let's just go through them quickly.

In Q3, Tesla delivered approximately 97,000 vehicles.

That consisted of about 17,400 Model S&X combined

and about 79,600 model 3s.

So the 97,000 delivery is obviously a bit of a disappointment given our expectations

rising over the last week or so since that leaked Elon email. If we go back a week a day

prior to that email, the facts that consensus estimate that day was 96,944 vehicles, so this is actually right in line with expectations from a week ago,

but then those did rise. The facts that consensus estimate today was 98,527 vehicles.

Not all analysts had issued updated notes based off of that email, so I believe expectations

in reality were probably higher than that.

It would be tough for them not to be given the context that we're coming off of from a similar leaked email in Q2 and a big overachievement on that delivery report.

So I think these are good numbers. I think they're numbers we would have been happy with if that email had not leaked.

Certainly some people out there questioning why would Elon... have been happy with if that email had not leaked.

Certainly some people out there questioning,

why would Elon email this?

...