Tesla deliveries are not going well this year. • Q1 saw an 8.5%...

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    Tesla deliveries are not going well this year.
    • Q1 saw an 8.5% decline or 36,065 fewer vehicles delivered compared to last year's Q1.
    • Q2 is expected to be worse, both in terms of the percentage and unit decline.
    • Q3 is unclear at this point. It could go either way.
    • Q4 is very likely to have negative growth.
    • Full-year deliveries are also expected to be lower than last year.

    During the earnings call, there was a comment suggesting Tesla might deliver more cars this year than last, but that's unlikely because the gap will be too large to close after just two quarters.

    1.7M deliveries is a good estimate for this year.

    https://x.com/TroyTeslike/status/1786345440251691358
 
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