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Much of the gains are coming from a huge increase in the (more expensive) Model X deliveries. 2016 Q1 model S: 12,420 2017 Q1 model S: 13,450 2016
by simonsarris 10y ago
Much of the gains are coming from a huge increase in the (more expensive) Model X deliveries.
2016 Q1 model S: 12,420
2017 Q1 model S: 13,450
2016 Q1 model X: 2,400
2017 Q1 model X: 11,550
For guidance, Tesla wrote in their 2016 Q4 letter (dated Feb 22, 2017):
> We expect to deliver 47,000 to 50,000 Model S and Model X vehicles combined in the first half of 2017
So they're on track.
- brianwawok 10y agoI would assume ahead of track as they should have more capacity this quarter
- simonsarris 10y agoDelivery numbers may become slightly compromised as the existing infrastructure (not just assembly but the whole pipeline of getting them to customers) is routed to include Model 3 deliveries. This may make Q2 slightly worse than Q1, making them miss the projections, even if it makes Q3 really great! Situations like this may be why they've been including the "in transit for next Quarter" numbers so often.