If I remember correctly, Tesla delivered 6900 cars in the last quarter of 2013. However, their guidance for Q1 2014 was 6400 cars; they said the decrease would be due to completed cars "filling the pipeline" for China deliveries (i.e., a good number of cars would be completed, but on a cargo ship to China). Since then, I have seen analysts comment on the lower expected delivery number without realizing/remembering the reasoning....but I digress.
I've now seen a few estimates for Q1 2014 deliveries, and while I don't know the original sources of these numbers, things look good. Here's what I've got:
- 2000 cars delivered in Norway in Q1, with nearly 1500 in March alone (that was publicized in several places)
- 4700 cars delivered in the US in Q1 (LA Times: http://www.latimes.com/business/autos/la-fi-hy-tesla-sales-slow-20140408...)
- I'm guessing that there were probably at least a couple hundred deliveries in other areas of Europe, Canada, etc.
- Total estimate, assuming the Norway and US numbers are accurate: 6900+
Tesla should be way over their 6400 guidance.
Additionally, I thought that maybe the increase in deliveries may have just been due to a delay in the shipment to China, but according to Bloomberg, at least some number of Model S's are on their way now and will be delivered this month: http://www.bloomberg.com/news/2014-04-10/tesla-kicks-off-china-sales-thi...
Please Login to Comment