13th July 2024

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The third quarter of 2023 was a type of uncommon quarters the place Tesla had fewer gross sales (deliveries) than the quarter earlier than. The rationale for that appears to easily be that the corporate needed to retool at its Shanghai manufacturing facility for the discharge of its refreshed Tesla Mannequin 3 (aka Mannequin Three Highland). That brought about a pause in manufacturing that led to fewer deliveries. Whether or not that was only a blip on Tesla’s lengthy stand up the gross sales ladder is what many individuals are nonetheless questioning and debating, particularly in gentle of latest Tesla value cuts that appear to suggest weakening shopper demand.

No matter is occurring over at Tesla and with its trajectory (or not) towards the 20 million automobiles the corporate goals to promote yearly by 2030, let’s take a look again on the wild and loopy journey Tesla has been on quarter after quarter via Q3 2023.

The rise from mid-2018 onward has been steep, and fairly regular. There are quarterly dips right here and there, however the development is clearly upward, and upward quick. Any time gross sales dip or stagnate, questions of Tesla’s continued development come up. Usually, 1 / 4 or two later, Tesla gross sales are via the roof once more. Does that imply we are able to count on the identical within the coming years? Not essentially. It’s simply an fascinating factor to have a look at this chart and consider these totally different moments in Tesla’s historical past and what individuals have been saying on the time.

This second chart reveals the identical factor however with bars for every mannequin stacked on high of one another for every quarter. Naturally, what stands out right here is how the Mannequin S & X disappeared in relevance, and the way the Mannequin Y bar simply obtained greater and larger.

This line graph, imagine it or not, reveals the identical factor otherwise. In one other method, the identical issues thus bounce out — the Mannequin Y’s rising dominance, the Mannequin 3’s rise after which stagnation, and the Mannequin S & X simply chugging alongside on the backside. Word that particular person mannequin gross sales are estimates (very knowledgeable estimates) — Tesla doesn’t break up out the numbers that a lot. What Tesla offers is these numbers:

The Tesla Mannequin 3 & Y lastly had one other dip final quarter. The general development you see in that line graph, although, is rise upon rise upon rise — so steeply.

After which right here’s a cumulative gross sales chart that demonstrates the exponential nature of Tesla’s development. Beautiful.

The rest of the charts are interactive charts — first one set of 4 (in pink) the place you’ll be able to toggle between every mannequin’s quarterly gross sales through the years, after which interactive variations of the charts above. Word that these charts usually don’t present properly on telephones — they’re much higher considered on a standard laptop.

Any remaining ideas from all of those charts? Any charts you’d like to see that weren’t included?

 


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Tesla Gross sales in 2023, 2024, and 2030


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