lorenfb wrote:Very marginal sales results for Tesla overall YTD (InsideEVs):
1. Annualized WW YTD (assumes 65% U.S.) is about 75k, which is about the same as for 2016.
2. Major U.S. monthly declines in both Model S&X unit sales of about 2K each over the March sales.
Where's Tesla's "savior" (Model E)?
You have made similar comments repeatedly despite all evidence that this is typical of Tesla's sales cycle.
March was the end of their quarter and, as such, they focused all their US deliveries in that period. This cycle has been going on since Tesla started selling cars abroad. The first month of the quarter they build and ship out the overseas products so that deliveries complete by the end of the same quarter. As the quarter draws to a close deliveries move closer and closer to Fremont, culminating in an end-of-quarter rush at the factory to get as many keys in buyers' hands as possible before the last day.
If I'm not mistaken their global quarterly year-over-year sales have increased every year since 2012.
An example of the US delivery cycle:
You often beat this drum of extrapolating Tesla's early-quarter deliveries into a doom and gloom forecast which never materializes. Each quarter that Tesla has been delivering vehicles since they launched the S in 2012 has been better than the equivalent previous-year's quarter up to and including the most recently reported Q117 where they delivered 69% more vehicles globally than Q116.
Naturally at some point the S/X demand will stabilize or soften as is the case with any platform that has been on sale for five years, but it hasn't happened yet and it looks like it's plausible that the 3 will launch on time to dovetail with any softening and will keep the delivery numbers climbing.
If past precedent is any indicator of your response you'll ignore all of this and make fun of my Kia instead.