| Micele |
4 januari 2017 14:32 |
Citaat:
Oorspronkelijk geplaatst door Anna List
(Bericht 8337587)
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Directe bron van Elon graag.
Lees dit eens eerst, dat nuanceert ook al wat:
Tesla heeft wel degelijk 24.882 auto´s geproduceerd 4Q 2016 maar kreeg 2.750 auto´s niet (fysiek) uitgeleverd, een enorm verschil met 3Q waar dat maar *685 wagens waren die niet mochten meegerekend worden, omdat ze niet op tijd fysiek bij de koper waren geraakt:
Citaat:
http://www.zerohedge.com/news/2017-0...arter-and-2016
Another quarter, another disappointing delivery announcement from Tesla, which moments ago reported that for the fourth quarter and full year, had delivered 22,200 and 76,230 vehicles, well short of Wall Street estimates of 25,000 for the quarter and shy of the full year goal of 80,000. To mitigate the disappointment, Tesla explained that its "Q4 delivery count should be viewed as slightly conservative, as we only count a car as delivered if it is transferred to the customer and all paperwork is correct." Which, of course, is how all other carmakers define their deliveries as well.
The company also announced that it had produced a total of 24,882 vehicles in Q4 and a total of 83,922 for the full year, trying to offset the poor deliveries number by reporting a 52% increase in Model X net orders.
However, the market was far more disappointed by the miss, which the company blamed on "production challenges" leading to missed shipping dates: "the delay in production resulted in challenges that impacted quarterly deliveries, including, among other things, cars missing shipping cutoffs for Europe and Asia. "
Tesla also blamed customers for being unable to take "physical delivery" of the car, to wit: "In total, about 2,750 vehicles missed being counted as deliveries in Q4 either due to last-minute delays in transport or because the customer was unable to physically take delivery."
It was not immediately clear if that is another way of saying the customer "cancelled" the order, although it does point in that direction with the following clarification: "even where these customers had already fully paid for their vehicle, we still did not count these as deliveries in Q4."
One of these days, Elon Musk may just run out of excuses and be forced to admit that the growth rate he has led Wall Street to believe, as well as the implied deliveries, are simply too high. Putting Tesla's amibitions goals in perspective, the company hopes to deliver 1,000,000 cars by 2020. So far it is well behind schedule.
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Citaat:
Tesla set new quarterly records for vehicle production and deliveries in Q3, according to data released today by the company. The company delivered around *24,500 vehicles, an increase of 70 percent from last quarter when the company fell short of its own delivery projections.
The deliveries this quarter were made up of 15,800 Model S sedans and 8,700 Model X SUVs, with vehicle production rising to *25,185. That’s up 37 percent from Q2’s production of 18,345.
http://www.theverge.com/2016/10/2/13...iveries-record
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heeft één procentje gekost op de beurs, wslk wordt dit vandaag al gecorrigeerd:
http://www.marketwatch.com/investing/stock/tsla
Anna, jouw topic gaat dus blijkbaar over het feit dat Tesla 1,2 % minder wagens geproduceerd heeft... Q3: 24882/ Q4: 25185 = 98.8 % :-)
USA: het 4Q 2016 had ook 5 feestdagen tijdens de werkdagen, het 3Q had er maar 2: http://www.officeholidays.com/countries/usa/2016.php
Uitgerekend naar werkdagen had 3Q: 64 werkdagen en 4Q zelfs maar 60 werkdagen, dat is 6,25 % minder werkdagen.
Maw Tesla heeft meer auto´s geproduceerd in het 4Q dan in het 3Q. :-) |
