[RFE]

here is a short article on yahoo

http://finance.yahoo.com/news/tesla-ships-25-000-vehicles-193946921.html

Tesla said it delivered about 13,450 Model S sedans and 11,550 Model X sport utility vehicles, while actual production in the first three months was 25,418

 

[Ladogaboy]

I'm curious about how many are domestic sales. I'm guessing that Tesla and GM will be very close in Q1 numbers domestically, but I guess we'll confirm that tomorrow.

 

[BAZINGA]

Good numbers, but I wonder how close they are to running out of tax credits? It probably won't have any impact on MS/MX sales but if could hit M3 sales.

 

[Raymondjram]

Here are the Tesla Motors number as posted by Inside EVs:
http://insideevs.com/tesla-outperforms-expectations-delivers-25000-model-s-and-model-x-evs-in-q1/

The numbers are the same as what the Yahoo article posted. But the GM numbers for the first quarter EVs have not been completed. The montly sales numbers will be posted by the end of this week: http://insideevs.com/monthly-plug-in-sales-scorecard/

I do predict that the Chevy Bolt EV sales for March will be higher than January or February. If the roll out increases, the Chevy Bolt EV sales could eventually pass the Toyota Prime and become the third best selling EV in the U.S.

I do not see this stament ever fulfilled: "The company is reworking its lineup and price structure ahead of July’s introduction of the Model 3, which is expected to begin at $35,000 before incentives and options." The only way that the TM Model 3 can fulfill this is by selling a very stripped down version that will have LESS options than the basic Chevy Bolt EV, and if Elon Musk does get to offer a verison with a better range than the Chevy Bolt EV, it will cost much higher, probably over $45,000.

 

[Qinsp]

Tesla normally comes out with some kind of positive announcement at quarter end.

I've never seen a manufacturing company (who is actually shipping product) more focused on quarterly stock prices than Tesla Motors (TSLA).

This is not a good thing. End Of Month/End of Quarter/End of Year panics are inefficient and harm quality and employee morale in mfr'g companies. It comes from the financial services arena where the workers are paid nearly entirely by stock performance. It doesn't work the same in mfr'g because those who actually produce your product are not normally paid mainly by stock prices. So yelling at them constantly just makes them work faster and sloppier.

 

[BAZINGA]

I just don't see Tesla selling a "stripped down" version of ANYTHING. That $35K price point may be mathematically possible but not likely. My guess is the cheapest M3 will come in at $45K before any credits.

 

[llninja]

I just don't see Tesla selling a "stripped down" version of ANYTHING. That $35K price point may be mathematically possible but not likely. My guess is the cheapest M3 will come in at $45K before any credits.

Assuming that they even have fed tax credits left by the time the model 3 arrives.

 

[saghost]

Here are the Tesla Motors number as posted by Inside EVs:
http://insideevs.com/tesla-outperforms-expectations-delivers-25000-model-s-and-model-x-evs-in-q1/

The numbers are the same as what the Yahoo article posted. But the GM numbers for the first quarter EVs have not been completed. The montly sales numbers will be posted by the end of this week: http://insideevs.com/monthly-plug-in-sales-scorecard/

I do predict that the Chevy Bolt EV sales for March will be higher than January or February. If the roll out increases, the Chevy Bolt EV sales could eventually pass the Toyota Prime and become the third best selling EV in the U.S.

I do not see this stament ever fulfilled: "The company is reworking its lineup and price structure ahead of July’s introduction of the Model 3, which is expected to begin at $35,000 before incentives and options." The only way that the TM Model 3 can fulfill this is by selling a very stripped down version that will have LESS options than the basic Chevy Bolt EV, and if Elon Musk does get to offer a verison with a better range than the Chevy Bolt EV, it will cost much higher, probably over $45,000.

Why? Tesla battery packs are cheaper them LG ones on a per kWh basis, and they are planning on smaller packs. Tesla motors should be significantly cheaper between in induction design and economies of scale.

 

[Bacardi]

Good numbers, but I wonder how close they are to running out of tax credits? It probably won't have any impact on MS/MX sales but if could hit M3 sales.

25000ish is global; insideev's algorithm is showing 6500 S/X U.S. sales...Remember that even after 200,000 is hit, you still get the rest of that quarter and one more full quarter at the full $7500, then it progressively goes down...Musk said he'd play into the loophole to ensure more people get discounts; while we don't know what exactly he means, a good strategy would be to not deliver your 200,000th vehicle until the very beginning of the quarter then delivery of ton of other already stock piled inventory...

 

[Qinsp]

Why? Tesla battery packs are cheaper them LG ones on a per kWh basis, and they are planning on smaller packs. Tesla motors should be significantly cheaper between in induction design and economies of scale.

That is forward looking estimates by Tesla. Until Tesla sells batteries to a 3rd party, nobody is going to know how competitive their pricing is. Capital has a cost. I do not believe Tesla is including that.