Reuters reports that market consensus for Tesla’s Q2 deliveries has dropped to 250k-295k, nearer to my 251k estimate as “Tesla's run of record deliveries may be reaching the end of the road.”
Either way, the expected drop is sizable versus first quarter results of 310,048, marking Tesla’s first down quarter since Q120.
However, I warned such risks were clear late last year, as I warned in Look Away From Elon Musk To Gauge Tesla's Prospects—and Looming Risks, 12/31/21, and again in Tesla's China Syndrome Will Spread on 1/13/22, as I posted on Twitter.Stay tuned.
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Tesla Nearing The End Of "Record" Deliveries?
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Reuters reports that market consensus for Tesla’s Q2 deliveries has dropped to 250k-295k, nearer to my 251k estimate as “Tesla's run of record deliveries may be reaching the end of the road.”
Either way, the expected drop is sizable versus first quarter results of 310,048, marking Tesla’s first down quarter since Q120.
However, I warned such risks were clear late last year, as I warned in Look Away From Elon Musk To Gauge Tesla's Prospects—and Looming Risks, 12/31/21, and again in Tesla's China Syndrome Will Spread on 1/13/22, as I posted on Twitter.
Stay tuned.