We now have sales numbers for January and February for Tesla’s biggest countries, including the US and Europe.
For some, we have only January as of yet, but they are remarkably consistent with the ones from whom we also have February numbers.
Adding it all up, it’s looking like a 42% shortfall for Tesla.
Adding up all geographies, it looks like Tesla sold an estimated 11,548 cars in January and February combined. Can Tesla deliver a similar number - 11,548 - in March alone?
If so, the quarter would end at 23,096 units - a 42% shortfall from a 40,000 unit consensus (25,000 Model S and X combined, plus 15,000 Model 3).