Hi everyone. The chart shows how Tesla delivery estimates for Q1 have evolved throughout the quarter. We’re now just 4 hours away from Tesla releasing the official numbers. Tesla Delivery Estimates for Q1 2025: • 355,000 My Estimate • 377,592 Analyst Consensus • 386,810 Last year’s Q1 deliveries
Love the downward trajectory!
Do you trust the numbers from Tesla?
bsky.app/profile/slee...
Be interesting to see financial results April 22. How close will they be to losing money? How much did they have to eat margin to get the sales they did get? Also sure to be questions on the CC about April sales to date. I see this getting much worse.
⚪️ This morning I remembered a scene from the dystopian Netflix film “Leave the World Behind” in which a sea of broken-down white Teslas was immobilized during civilization’s meltdown.
Let's hope you're right.
Looks like 369,783 Model 3/Y and 17,027 “other models” .. official numbers from Tesla site
No, those are 2024's Q1 numbers, not 2025's. See the 2025 numbers here: ir.tesla.com/press-releas...
How does this degradation impact the stock? Seems to remain artificially high priced given the cratering deliveries.
I see that now.. thanks .. this year’s are incredibly bad.
Does this include all those cars suddenly registered in Canada to capture State subsidy?
Those weren’t car registrations—they were pre-applications for incentives. Typically, other dealerships apply for the incentive when the car is sold. However, since Transport Canada didn’t require a buyer’s name, Tesla took advantage of this loophole by applying before selling the cars.
Sneaky!
bro is speed running into oblivion and honestly it's impressive
Whoopsie, just 336.681 delivered. What a desaster.
I was more pessimistic. My was 300k. The next quarter will be total brand destruction.
Thanks for the great work you do and thanks for posting on BlueSky! Good luck with the actual numbers, I bet you are right!
