Q2 Delivery & Production Report (07.02.20)
07/02/20 • 12 min
➤ Tesla reports second quarter deliveries of 90,650 vehicles, and production of 82,272 vehicles, well ahead of consensus expectations ➤ Deliveries above 90,000 may indicate a profitable quarter for Tesla which would result in eligibility for S&P 500 inclusion ➤ Tesla is likely on track to achieve guidance in 2020 despite a challenging macro environment
Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast
Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
➤ Tesla reports second quarter deliveries of 90,650 vehicles, and production of 82,272 vehicles, well ahead of consensus expectations ➤ Deliveries above 90,000 may indicate a profitable quarter for Tesla which would result in eligibility for S&P 500 inclusion ➤ Tesla is likely on track to achieve guidance in 2020 despite a challenging macro environment
Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast
Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Previous Episode
Q2-2020 Delivery & Production Estimates (06.30.20)
Video Link: https://youtu.be/07JVDZXASeo
➤ As Tesla's second quarter comes to a close, the company is set to announce Q2 delivery and production numbers in early July ➤ Wall St. consensus estimates near 70,000 deliveries may leave considerable room for Tesla to surprise to the upside, even in the midst of rising expectations ➤ Rob Maurer of Tesla Daily walks through a Tesla Q2 delivery and production estimate including Model Y, Model 3, Model S, and Model X as well as production splits between Giga Shanghai and Tesla's Fremont factory
Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast
Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
Next Episode
Short Shorts Released (07.05.20)
➤ Tesla has added a new product to their merchandise store: Tesla Short Shorts ➤ Elon Musk has joked about releasing the product for the last two years ➤ Does the timing and description of the new product give us incite into Tesla's Q2 earnings report, expected in late July?
Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast
Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
If you like this episode you’ll love
Episode Comments
Featured in these lists
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/tesla-daily-tesla-news-and-analysis-33134/q2-delivery-and-production-report-070220-2389247"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to q2 delivery & production report (07.02.20) on goodpods" style="width: 225px" /> </a>
Copy