07.01.2023
Tesla delivered in Q2, 2023 466k cars, 83% YoY from 254k in Q2 ,2022 and 10% QoQ form 422k last quarter.
Expectations were 447k deliveries.
Tesla deliveres in Q2, 2023 nearly what it delivered in entire 2020.
Q3 alone will likely match or exceed 2020 full year.
This puts the annual Delivery rate at 1.86m which "Likely" confirms that 2023 Company's target of 1.8m deliveries is deep in the money, Up from 1.31 in 2022, which will be a 37% YoY.
However, Q3 and Q4 are expected to ramp up faster and higher, perhaps to 1.9m annually or much higher, which would mean 45% YoY, but probably more.
For comparison:
VW and Toyota's Revenues are around $260-280B.
Ford, Daimler, GM and BMW are around $140-150B in annual revenue.
Stellantis, Hyundai, SAIC and Honda are $100-120B in annual revenue.
Tesla is $82B, though growing at near 50% average in revenue and Sales YoY.
In terms of units sold in 2022 YoY
and the growth in 3 years compared to 2019:
1. Toyota 9.6m, 0% YoY, -9% in 3 yrs.
2. VW 8.3m, -7% YoY, -25% in 3 yrs.
3. Hyundai 6.8m, +3% YoY, -5% in 3 yrs.
4. Stellantis 6m, -2% YoY, -25% in 3 yrs.
5. GM 5.9m, -6% YoY, -23% in 3 yrs.
6. Ford 4.2m, +7% YoY, -22% in 3 yrs.
7. Honda 4.1m, -9% YoY, -23% in 3 yrs.
8. Nissan 3.2m, -21% YoY, -38% in 3 yrs.
9. BMW 2.4m, -5% YoY, -6% in 3 yrs.
10. Changan, 2.3m, 1% YoY, +32% in 3 yrs.
11. Renault, 2.1m, -24% YoY, -43% in 3 yrs.
12. Daimler, 2.1m, -2% YoY, -13% in 3 yrs.
13. Suzuki 1.9m, +17% YoY, +23% in 3 yrs.
14. Geely 1.4m, +8% YoY, +8% in 3 yrs.
15. Tesla 1.3m, +40% YoY, +183% in 3 yrs.
However, few of the other OEM's are growing in Revenue or sales on average over the last few years, they are mostly shrinking in Deliveries, although might have increased in Revenue and profits, only due to the COVID economical after shock and price spikes.
#Tesla #TSLA
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