All right, everybody. We are back. We've now got Tesla's delivery report production report for Q3. They have released the numbers here finally this morning, and they are a little bit lower than what I expected.

Unfortunately, but it does look like well well ahead of analyst consensus.

So remember the analyst consensus was around 222,000 deliveries. Tesla reporting 241,300 deliveries in total about 9,275 model S and X, obviously primarily model S and 232,025 model 3 and model Y.

As for production, this is where I'm a little bit disappointed. Obviously I expected 251,000. Tesla coming in quite a bit lower there with 8,941 model S and X, obviously just model S there and 228,822 model 3 and Y.

So total 237,823, so 2938,000 roughly production. But yeah, really strong delivery number. That's great for how Q3 earnings are going to shape up. I think the street will be pretty happy with the numbers. The street tends to care a little bit more about deliveries than production like I do.

We'll see what they, how the Wall Street reacts on Monday. The other thing that Tesla did say here is that we would like to thank our customers for their patience as we work through global supply chain and logistics issues.

So obviously, you know, Tesla doing the best that they can to work through any supply chain challenges that seem to be happening globally in the automotive business and it sounds like they're kind of hinting at that having a pretty significant impact this quarter.

So let's hop back into Excel and just try to make sense of kind of what these numbers might might look like here. Flip over here.

Alright, so we do have to take down this number. So I'm guessing that Shanghai came in probably closer to that 45,000 mark that we had originally kind of expected based on, you know, the

that rumored 300,000 vehicles being produced in a year to date on September 29th.

Obviously, that event never seemed to happen, but I'm guessing that that was probably more in line with with what we saw in production for Shanghai.

So maybe we get 45,000 or so there. At this point, we just have to estimate until we do get that final production number out of Shanghai.

And then if we assume that Fremont is the balance.

So this would be 237, 840 or whatever they said, 823, minus what we did from Shanghai.

So Fremont may be coming in then 114,000ish. So this is really where I think the misses is happening from what I had forecast.

As you can tell, there's not much of an increase here in production in Fremont from what we had seen last quarter assuming that our numbers in Shanghai here are right.

And I think if anything, they're probably low. I'd be pretty surprised if they didn't exceed that 44,000, especially since we had the rumor of 52,000 domestic sales in

China in September. So if we get 114,000 there, if we hop over here to like Model S and Model X, there was definitely a significant chunk of it from what I had expected.

So I had about 13,000 Model S and X and it looks like production was 8941. So we can lock that in as finalized now.

And then we've got the balance here. So let's assume maybe 53,000ish Model S and then we've got that minus that minus that.

So it looks like, yeah, overall, I mean, Model 3 and Model Y production declined quarter over quarter or basically held steady. So in Q2 from Fremont, we've got 105,800.

And in Q3, we've got 105,300. So definitely, definitely Model 3 and Y production took a small hit and especially considering that we do have that extra day in Q2 or sorry, in Q3 versus Q2.

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