TE is a giant question mark. We heard about several big installs that happened in 4Q16, and Tesla themselves were very quiet about them. I believe this is on purpose - they want to dazzle the market without incredible expectations already on the table. 76k vehicle deliveries, 84k produced is huge when you remember that 2015 only delivered 51k.
SCTY is also a giant question mark, but we know there are reporting changes to the way that a lot of SCTY's financials look to make them better reflect reality (the old way made it look like they're hemorrhaging cash all the time even though they're not).
We sold about 4k vehicles less than guidance, and about 3k less than 3Q16, but the vehicles we sold should have been higher margin due to discontinuing X60, a high mix of P100D, increasing fees and raising the price of AP.
I think its gonna be good.