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Will the delay of the deliveries of the P85D (due to extra tests) result in a lesser total number of Tesla Model S deliveries in Q4 2014? Or will that have no impact at all?
When will the release the 4Q deliveries? Is that with the earning announcement in February or do the release non-financial delivery numbers prior?
Yes, with the earning announcement, not earlier. That has been Tesla's past pratice.
GSP
there has been exceptions... Last year at Detroit auto show Jerome pre-announced deliveries. And Apr'13, TM pre-announced as well.
Those two instances were associated with surprising news to the upside - the first non-GAAP profit and exceeding production numbers by 20%. So, by that two-deep pattern, an early announcement would most likely be welcome.there has been exceptions... Last year at Detroit auto show Jerome pre-announced deliveries. And Apr'13, TM pre-announced as well.
Yes, perhaps on tomorrow night's Reddit Q&A if someone asks him he will tell us on there. I will watch that closely.
And even if that's true, just goes to show how right Elon was when he said they have aces up their sleeves to stimulate sales if they want to. If a large enough part of that 3500 December number is P85Ds that's going to drive margins/profits through the roof. Q1 should look similar due to P85D deliveries to the rest of the world."And that's great and all but then the shorts would just say: "Yeah, so what, it's the P85D driving the deliveries ..."
CE,
I'm not sure where you get 6000 for Oct. & Nov. Do you mean 6000 for the quarter?
US demand is roughly twice as high as even the most positive analysis anticipated for in 2012. While Asia/Europe/US were supposed to each contribute 33% to sales, US strength shifts those numbers to 25/25/50 : 17 300 in the US, 8500 in Europe, leaves 7200 cars for the rest of the world to meet 33k. It's going to be tight to meet guidance.