Tesla Gross sales Rise To New Heights — It is All About The Y! (Charts & Graphs)

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Tesla continued its upward rise within the 4th quarter of 2023, reaching yet one more quarterly file for the model. Its 484,507 gross sales (registrations) had been larger than the 466,140 gross sales of the 2nd quarter, Tesla’s earlier file. (As a reminder, third quarter gross sales had been down as a consequence of Tesla revamping a few of its manufacturing strains for the brand new model of the Tesla Mannequin 3.)

Relying on which chart or graph you have a look at (see under), it’s important to discover one factor in regards to the firm’s progress: it’s constructed on the Mannequin Y’s progress. Let’s have a look at one chart and one graph.

As you may see within the bar chart, Tesla Mannequin 3 gross sales are pretty steady, whereas Mannequin S and Mannequin X gross sales (and now Cybertruck gross sales) are fairly negligible. Within the center, the Mannequin Y bar received bigger and bigger and ended up dominating Tesla quarterly gross sales, together with within the 4th quarter. The road graph in all probability exhibits this even higher, because the Mannequin Y’s gross sales line simply grows and grows and grows.

This raises a query or concern, although. What occurs if (when) Mannequin Y gross sales cease rising like that? The Mannequin Y is already punching properly above its weight — getting much more gross sales than different fashions in its worth class (electrical or in any other case). The truth is, the Mannequin Y was positive to be the most effective promoting mannequin of any form in 2023. It will possibly rating solely so many gross sales at its worth level, similar to some other mannequin, however the place is that higher restrict? Can its quarterly gross sales maintain rising? For the way lengthy? And if the Mannequin Y’s gross sales cease rising, what occurs with Tesla’s gross sales? Naturally, the hope and expectation is the Tesla Cybertruck would be the subsequent large progress machine. After which after that, there’s the famed “Mannequin 2” or “Mannequin C” or “Cybercar” or regardless of the low-cost Tesla goes to be known as. (We all know it gained’t be known as the Mannequin 2, which was initially only a joke identify I got here up with, however that’s what most individuals name it lately.)

Properly, we don’t know what’s across the nook, after all, however we are able to see that to date, Tesla has adopted an especially spectacular progress path.

Wanting on the quarterly gross sales chart above, we get a greater view of Tesla’s total progress in unit gross sales. It has risen to just about half 1,000,000 gross sales 1 / 4, and almost 2 million gross sales a 12 months. However on the identical time, the gross sales price has clearly slowed down a bit.

The cumulative gross sales chart is a enjoyable one, significantly because it is sort of a image excellent disruptive expertise adoption chart.

Talking of cumulative gross sales, probably the most fascinating views now’s the comparability of Mannequin Y cumulative gross sales and Mannequin 3 cumulative gross sales. You may see from this comparability that the Mannequin Y’s progress appears to be like very completely different from the Mannequin 3’s progress. The Mannequin 3 was the traditionally monumental EV that broke open the worldwide floodgates for the EV revolution, however the followup Mannequin Y has taken issues to an entire different stage.

And final however not least, now we have a line graph primarily based on Tesla’s official “mannequin” gross sales numbers. (The extra particular gross sales numbers larger up are estimates.) Mixed, Mannequin 3 & Mannequin Y gross sales shoot up and up and up, with just some momentary zags down.

As at all times, I really like taking a look at these Tesla charts and graphs on the finish of every quarter, however then I instantly begin questioning about what the subsequent quarter will convey. Any predictions?

For additional enjoyable, under are interactive variations of those charts and graphs in addition to one additional one (the pink one) in which you’ll focus in on particular person fashions.