TESLA Q2 DELIVERIES MAY SHOCK WALL ST - TESLA DAILY Q2 DELIVERY & PRODUCTION ESTIMATES (TSLA)

EV Channels Review

This Tesla Daily episode provides a detailed forecast for Tesla's Q2 2020 production and delivery numbers, aiming to exceed Wall Street's consensus estimates. The analysis breaks down production by factory (Fremont and Shanghai) and by model (Model Y, Model 3, Model S, and Model X), factoring in historical data, VIN sightings, and reported production rates. The presenter highlights significant uncertainty around Fremont Model 3 production due to a decline observed in Q1 and the ongoing ramp-up of Model Y. Despite this, the forecast predicts strong performance, with estimated production of 94,358 units and deliveries of 96,000 units. The review emphasizes that even if these numbers are not fully realized, Tesla's profitability, suggested by a leaked email, is the key takeaway, potentially enabling S&P 500 inclusion and reinforcing the company's positive long-term outlook amidst the pandemic.