Q1 '22 Deliveries

jerhenderson

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So Q1 '22 deliveries come out at a little over 310k.... analyst average target was 309k .... a solid quarter with Shanghai being closed for a few days and everything else going on !!
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GM shipped almost exactly 309,550 cars fewer EVs than Tesla this quarter.

Not just that. Their total sales are down 20% this quarter. In fact, almost all of the major auto companies sales are down double digits year over year.

Toyota down 15%
GM down 20%
Honda down 23%
Ford forecasted to be down 17%
Stellantis forecasted to be down 13%

But as soon as they turn on those manufacturies, they will kick Tesla’s ass. They just need to get motivated by something.
 
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jerhenderson

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GM shipped almost exactly 309,550 cars fewer EVs than Tesla this quarter.

Not just that. Their total sales are down 20% this quarter. In fact, almost all of the major auto companies sales are down double digits year over year.

Toyota down 15%
GM down 20%
Honda down 23%
Ford forecasted to be down 17%
Stellantis forecasted to be down 13%

But as soon as they turn on those manufacturies, they will kick Tesla’s ass. They just need to get motivated by something.
haven't they been saying that for years now? just wait until we get going! 'crickets crickets crickets.' I don't think several are going to make it to 2030.
 

charliemagpie

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I think new car profits are small compared to the profits they make from parts sales.

This buffer will hide the true effect of the downturn on their profit reports, but already ~20% down ?, job losses cannot be hidden so easily, No cashflow, no blood flow. The death spiral has truly begun.

Their rhetoric will be well and truly exposed as a lie within the year.
 

Toonces

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haven't they been saying that for years now? just wait until we get going! 'crickets crickets crickets.' I don't think several are going to make it to 2030.
If that even…
 


Tinker71

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So we have 2 new plants making product as of April 7th. Put half those start up engineers on the CT line. We will let the other half stay to optimize with a couple to Fremont for the swap over but that is it.

Chop Chop! We got a roof and power. Let's go.
 

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haven't they been saying that for years now? just wait until we get going! 'crickets crickets crickets.' I don't think several are going to make it to 2030.
more or less. I suspect people will keep saying it until the next bailout happens… then some more for good measure.
 
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jerhenderson

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Q2 2021 deliveries were 201 250 so let's see the year over year on that number !
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