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Tesla Daily: Tesla News & Analysis

Q4-23 Delivery and Production Report (01.02.24)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tsla, Model3, Technology, News, Tesla, Investing, Tech News, Modely, Business, Models, Modelx

4.81.1K Ratings

🗓️ 2 January 2024

⏱️ 14 minutes

🧾️ Download transcript

Summary

➤ Tesla has released record Q4-23 delivery and production numbers

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

Transcript

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0:00.0

Hey everybody Rob Ma'er here.

0:07.0

Rob Maower here.

0:09.0

Happy New Year.

0:10.0

Today we are going to be talking about Tesla's Q4 delivery and production report.

0:14.3

Tesla has just released the numbers and we are seeing a record number for Tesla

0:18.5

484,500 deliveries, almost 495,000 vehicles produced.

0:25.0

Tesla says that this was split between 476,77 model 3 and model Y, 18,212 model SX and now Cyber Truck. Usually this line

0:38.1

will just be S&X. Tesla now lumping Cyber Truck in on that line.

0:41.0

For deliveries 461,500 model 3 and why, almost 23,000 deliveries

0:46.6

for other models. So actually a really nice bounce back on this line, the other model line

0:52.0

from last quarter.

0:53.0

If we look at that quarter, we had just about 13,500

0:56.4

S&X produced just under 16,000 deliveries.

0:59.2

So a big sequential increase in those other models,

1:02.4

obviously these are the more expensive models so that should help out

1:04.9

revenue and earnings a little bit as well.

1:08.2

So we can see for the year, Tesla produced almost 8 almost 1.85 million vehicles, deliveries of almost 1.81

1:18.0

million vehicles just above the guidance that Tesla established early this year.

1:22.2

It's nice to see that. In terms of the that Tesla established early this year.

1:22.8

It's nice to see that.

1:24.0

In terms of the earnings report,

1:25.5

Tesla says that this will be reported on Wednesday, January 24th,

...

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