4/5 After Q1 2025, Tesla is already down 50,129 units. That leaves 128,794 units across the next three quarters, or about 42,931 units per quarter, to result in a 10% annual decline.
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5/5 Q2 2024 deliveries were 443,956 units. Subtracting 42,931 puts the threshold at 401,025 units for Q2. If Tesla delivers 401,025 units or fewer, it would signal a very bad result, suggesting they’re on track for a 10% decline in deliveries for the year.
may 8, 2025, 9:18 pm • 27 2 • view
Is 400k units in 2025Q2 even possible, considering terrible April results? A 10% drop in 2025 deliveries seems every optimistic right now.
may 8, 2025, 9:23 pm • 14 0 • view
But is it bad for a company trading with a PE ratio of 164 if the worst case scenario becomes the best case?
may 8, 2025, 9:30 pm • 14 0 • view