Elon Musk told employees that Tesla is reaching a record quarter for deliveries, but they had to go out.
In an email sent to all employees last night, Tesla's CEO wrote:
"As you may have noticed, there is a lot of speculation about our vehicle deliveries in the quarter. The reality is that we are about to set An all-time record, but it will be very close. But if we go out, we can certainly do it! "
There has actually been much speculation.
The email comes after we reported Tesla's delivery and order numbers for the quarter in North America, a market that Tesla focuses on at the end of the quarter because they can deliver cars faster as they exit the factory.
Our report was mostly positive, but it was copied by Reuters, who changed the title to something negative and claimed that it affected the stock:
The publication later changed the heading to something more precise, since we never claimed that it was "likely" or "unlikely" that they would beat the record.
All we reported is that Tesla received an increase in orders over the past week, but many of these orders do not have a scheduled delivery, which is the bottleneck.
Musk confirmed this problem in the email to employees last night:
"We already have enough vehicle orders to set a record, but the right cars are not yet all in the right places. Logistics and final delivery are extremely important and finding demand for vehicle variants available locally but unable to reach people who ordered this variant by the end of the quarter. "
The CEO still believes that the record of over 90,000 deliveries can be reached in the quarter.
As we reported yesterday, Tesla actually has, with some 12,000 unsolicited orders, "enough vehicle orders to make a record", but deliveries are the bottleneck.
In new email, Elon points out that the vehicles are simply not in the right places.
Yesterday, Tesla had 7,400 orders scheduled for delivery in North America by the end of the quarter. For these cars, Tesla has the vehicles and they think they can get them to the customers who ordered them by the end of the month.
However, there are approx. 5,000 orders that Tesla cannot match right now for vans and are unlikely to produce them all and deliver them in time.
It is difficult to assess how many of these Tesla could deliver in the coming days. We hear that they are trying to convince customers to buy storage cars with slightly different configurations for fast delivery.
I think it is still possible for Tesla to reach 33,000 deliveries in NA in June to push the total deliveries on the market to over 60,000 in Q2 and over 90,000 globally, but it will take 5 days with nonstop work from the team.
Therefore, why Elon asks them to go "completely out".
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