
Figures usually announced by Tesla shortly after quarter ends
Last six quarters:
Q3 2022 https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-third-quarter
Production 365,923 Deliveries 343,830
Q4 2022 https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-fourth-quarter
Production 439,701 Deliveries 405,278
Q1 2023 https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-first-quarter-2023
Production 340.808 Deliveries 422,875
Q2 2023 https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-second-quarter-2023
Production 479.700 Deliveries 466.140
Q3 2023 https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-third-quarter-2023
Production 430,488 Deliveries 435,059
Q4 2023 https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-fourth-quarter-2023
Production 494.989 Deliveries 484,507
The equivalent press release for Q1 2024 will be used but if not available, I may wait for Q1 financial reports. If Semi or Cybertruck numbers are included in the announcement they will be included in the relevant number but if not shown will not be included.
Background (Was getting too long so shorter form points):
Texas and Berlin factories still ramping up 3/Y production
Cybertruck production started at Texas
Price cuts during 2023. To stimulate demand presumably.
The previous official guidance which they reached just was:
"For 2023, we expect to remain ahead of the long-term 50% CAGR with around 1.8 million vehicles for the year."
Recently changed to say
"Our company is currently between two major growth waves: the first one began with the global expansion of the Model 3/Y platform and the next one we believe will be initiated by the global expansion of the next-generation vehicle platform. In 2024, our vehicle volume growth rate may be notably lower than the growth rate achieved in 2023, as our teams work on the launch of the next-generation vehicle at Gigafactory Texas. In 2024, the growth rate of deployments and revenue in our Energy Storage business should outpace the Automotive business."
Some Q3 production shutdowns were mentioned at Q2 earnings call and did happen but was there also throttling of production rate?
There is a Berlin shutdown due to parts unable to cross Red Sea which has been estimated to reduce production by ~9000 but may be able to cover some of this with reducing inventory of finished cars?
Closing date likely to be extended until 3 April 2024 or further if needed.
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__________ Production __ Deliveries
Model 3/Y __ 412,376 __ 369,783
Other Models 20,995 ____ 17,027
Total_________433,371____386,810