
Tesla ($TSLA) is expected to report high China registrations, with estimates of around 20,000 over the last week. Analysts are concerned about Q1 deliveries, with varying estimates between 450,000 and 478,000. To reach 450,000 deliveries, Tesla needs significant increases in Europe and China compared to previous months.





To Hit 450k $TSLA has to deliver the following in March: - Europe: +49k (best Month ever was 61k in Mar 23 - basically need to more than double Jan+Feb) - China: +85K (that is ~21k per week - they have not done a single week above 15k in Q1 so far) - USA, ROW seem reasonable... https://t.co/xjCyq5wZeM
Hi everybody. Here is how Tesla delivery estimates for Q1 have changed over time, until Feb 28. A new update I posted today on Patreon is available here: https://t.co/C1BAC0FOW2 https://t.co/1YczifsNzr
Hi everybody. Tesla delivery estimates for Q1 were as follows 6 days ago on Feb 28, 2024: • My Estimate: 450,000 (Was 465,000 on Feb 18) • Analyst Consensus: 478,000 (Was the same on Feb 18) A new update I have just posted on Patreon is available here: https://t.co/C1BAC0FOW2 https://t.co/qbGUcfbCOC