Tesla delivery and production estimates for Q4 2022

黑豹钻石拳
2022-10-17

Here is $Tesla Motors(TSLA)$ estimate for this quarter as of Oct 9.

Tesla Delivery Estimates for Q4 2022:

• My estimate: 400K

• Analyst consensus: 435K

I estimate 454K for production. The large gap between prod and deliveries is related to eliminating the delivery wave in Europe & China.

Here is my estimate for Tesla's production in Q4 which I calculated on Oct 9. However, apparently, Wall Street cares more about deliveries than production.

Estimated YOY growth in 2022 vs 2021

• 39.8% in deliveries (1,308,573 in 2022)

• 48.7% in production (1,383,772 in 2022)

source - https://twitter.com/troyteslike?s=21&t=iy4J6hVGpd2zn49HqO73ng

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