Tesla Quarterly Gross sales Over The Years — 13 Charts

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Tesla launched its second quarter supply knowledge a couple of days in the past, and Tesla inventory went a bit wild afterward. Apparently, deliveries had been increased than the market anticipated. They had been nonetheless down yr over yr, however the Wall Road consensus was that they might be down way more than they really had been. In any case, I really like wanting on the long-term developments, so, as I’ve executed for the previous a number of years, I’ve created plenty of charts to show Tesla’s quarterly gross sales over time. Let’s bounce in.

This primary chart is essentially the most normal. It exhibits total quarterly gross sales of Tesla automobiles globally. It exhibits the robust, fairly constant rise in gross sales over the previous a number of years. Nevertheless, it additionally exhibits that Tesla has had a drop in quarterly gross sales this yr — down yr over yr in Q1 by rather a lot and down yr over yr in Q2 by a bit.

With this line graph, we’re nonetheless utilizing official figures from Tesla. Tesla combines gross sales of the Mannequin 3 and Mannequin Y, and in addition combines knowledge for the Mannequin S, Mannequin X, and Cybertruck. (It’s annoying that Tesla does this, however I don’t see it altering except Tesla begins to interrupt out Cybertruck gross sales in some unspecified time in the future.) What we see down on the backside is that gross sales of these latter three fashions don’t actually matter in comparison with the large scale of Tesla’s Mannequin 3 plus Mannequin Y gross sales. After all, we will see that 3/Y gross sales bounced up a bit within the second quarter after a pointy 1st quarter drop. Nevertheless, in case you look carefully, you may also see that they’re decrease than Q2 2023’s gross sales by a major margin. Will Q3 flip issues round? The final time Elon Musk commented on it, he mentioned that 2024 gross sales could be increased than 2023 gross sales. Tesla’s going to wish an enormous enhance to attain that within the second half of the yr.

At this level, we’ve to include some estimating. As a result of Tesla doesn’t absolutely get away gross sales by fashions, I exploit a selected system for what number of deliveries are deliveries of the Mannequin 3, Mannequin Y, Mannequin S, Mannequin X, and Cybertruck based mostly on varied sources and information gadgets. On this case, breaking issues out, not a lot adjustments within the Tesla quarterly gross sales narrative. But it surely’s enjoyable to take a look at how the totally different fashions (presumably) examine.

Now we come to cumulative Tesla gross sales. Whereas this graphic for a very long time appeared like an ideal exponential development chart, you’ll be able to see a transparent change in route on the prime now. Does this flip into one thing like an S-curve chart? Does Tesla regain its gross sales development and that bit on the prime turns into one thing like a bit dent within the broader image? We will see.

These three charts above then take a look at the presumed cumulative gross sales developments of the Mannequin Y and Mannequin 3. It’s an analogous story. The one different factor that jumps out to me is that after the Mannequin Y surpassed the Mannequin 3 in cumulative gross sales, it’s been operating away fairly quickly. I exploit the identical scale for the 2 fashions in order that they are often in contrast. I’ve a sense subsequent quarter goes to make the Mannequin 3 appear to be a small character within the story.

I’m additionally together with some interactive charts under. These usually show a lot better on a standard pc, not on telephones. Interactive variations of some of the charts displayed above are included, however the first interactive chart is a brand new one, one the place you’ll be able to toggle between quarterly gross sales of various fashions. Get pleasure from!

Let me know if there’s the rest you’d prefer to see.