Tesla's Model S and X Deliveries Are Rising Again

Motley Fool2021-10-08

While Tesla Motors's blowout third-quarter deliveries grabbed headlines because of their record levels and significant year-over-year growth, one particular item from the report is worth a closer ...

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精彩评论

PJoo
2021-10-08
PJoo
$Tesla Motors(TSLA)$ Good news. Not sure if any suplly chain issues?
- 3109a33d:
  [Miser]
- KLC:
  It iS good news
- Rookie22:
  Chip stortage will last until next year
- Jo5tarz:
  Confirm to the Moon!🚀
- TroySwift:
  I think there will be suplly chain issues because of the COVID-19.But as we all know TSLA is a long term game.💪 💪💪

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Image source: Tesla.\nPausing production\nIn January, Tesla unveiled new versions of its Model S and X vehicles. Changes included some slight improvements to the two vehicles' exteriors, significant changes to their interiors, and new performance upgrade options.\nAs exciting as the upgrades were for prospective Model S and X buyers, the downside was that Tesla had to pause production of the two vehicles so that Tesla could upgrade production lines at its factory in Fremont, California. Production wasn't slated to start until March. Even then, it would take time for production to ramp back up to full capacity.\n\nThe overhauled interior in the updated Model S. Image source: Tesla.\nAs a result, quarterly combined Model S and X deliveries fell from about 19,000 in the fourth quarter of 2020 to just over 2,000 in the first quarter of 2021. Deliveries were even worse in Q2, coming in at less than 2,000.\nBut the pause is over and the ramp-up in production is gaining traction. Tesla's combined Model S and X deliveries surpassed 9,000 in Q3 -- up nearly 400% sequentially.\nDeliveries could rise even more\nOf course, investors should note that Model S and X deliveries are still down significantly from where they were previously, implying Tesla still has a ways to go before its upgraded production lines for the two vehicles are being fully utilized. Total deliveries of the two vehicles, for instance, are down 39% year over year.\nGiven the positive demand trajectory for Tesla's vehicles overall, and considering how Model S and X vehicle deliveries were substantially higher before the production pause, it's likely that quarterly deliveries of the high-end vehicles increase sharply again in Q4.\nDeliveries of the refreshed versions of the vehicles could even rise to levels well beyond where they were in the quarters leading up to the production pause. 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As pricier models, they've historically had higher profit margins than Model 3 and Model Y, making outsize contributions to Tesla's bottom line on a per-car basis.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":821330771,"gmtCreate":1633696553427,"gmtModify":1633696553427,"author":{"id":"3572863479502236","authorId":"3572863479502236","name":"PJoo","avatar":"https://static.tigerbbs.com/c1df329f4341646fc633446858d34c31","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3572863479502236","authorIdStr":"3572863479502236"},"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;Good news. Not sure if any suplly chain issues?&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>&nbsp;Good news. Not sure if any suplly chain issues?&nbsp;","text":"$Tesla Motors(TSLA)$ Good news. Not sure if any suplly chain issues?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/821330771","repostId":2173926548,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6133541,"gmtCreate":1633698692819,"gmtModify":1634718571807,"authorId":3581508813289626,"author":{"id":3581508813289626,"idStr":"3581508813289626","authorId":3581508813289626,"name":"3109a33d","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":821330771,"type":1,"supId":0,"prevId":0,"content":"[Miser]","text":"[Miser]","html":"[Miser]"},{"id":6139158,"gmtCreate":1633745307633,"gmtModify":1634718106433,"authorId":3567916089112278,"author":{"id":3567916089112278,"idStr":"3567916089112278","authorId":3567916089112278,"name":"KLC","avatar":"https://static.tigerbbs.com/7b5f29591734279d9235e132e16aa719","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":821330771,"type":1,"supId":6133541,"prevId":0,"content":"It iS good news","text":"It iS good news","html":"It iS good news"},{"id":6142213,"gmtCreate":1633768537825,"gmtModify":1634717866745,"authorId":3575290973507485,"author":{"id":3575290973507485,"idStr":"3575290973507485","authorId":3575290973507485,"name":"Rookie22","avatar":"https://static.tigerbbs.com/c6852efd5f87d9ecf7965e213c38ac97","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":821330771,"type":1,"supId":0,"prevId":0,"content":"Chip stortage will last until next year","text":"Chip stortage will last until next year","html":"Chip stortage will last until next year"},{"id":6152431,"gmtCreate":1633867805586,"gmtModify":1634717011442,"authorId":3566111551860327,"author":{"id":3566111551860327,"idStr":"3566111551860327","authorId":3566111551860327,"name":"Jo5tarz","avatar":"https://static.tigerbbs.com/8cdaa131f223c2f17b3669bce62cc05e","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":821330771,"type":1,"supId":6142591,"prevId":0,"content":"Confirm to the Moon!🚀","text":"Confirm to the Moon!🚀","html":"Confirm to the Moon!🚀"},{"id":6142591,"gmtCreate":1633771616150,"gmtModify":1633772312209,"authorId":9000000000000373,"author":{"id":9000000000000373,"idStr":"9000000000000373","authorId":9000000000000373,"name":"TroySwift","avatar":"https://static.tigerbbs.com/f64d8606368fe07c4863697ca91a6aa2","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":821330771,"type":1,"supId":0,"prevId":0,"content":"I think there will be suplly chain issues because of the COVID-19.But as we all know TSLA is a long term game.💪 💪💪","text":"I think there will be suplly chain issues because of the COVID-19.But as we all know TSLA is a long term game.💪 💪💪","html":"I think there will be suplly chain issues because of the COVID-19.But as we all know TSLA is a long term game.💪 💪💪"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":23,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2173926548"}