1
Deliveries SeasonalityProductionDeliveries
2
North AmericaEuropeAsia/PacificTotalYearDeliveriesModel SModel XModel 3Model S/XModel S/X/3QuarterModel S/X WorldwideModel S/X/3 WorldwideModel S/X/3 EuropeModel S&XModel 3Model S/X/3S/X in transitIn transit as weekly prodS/X scrapped this QS/X scrapped running totalS/X scrapped running totalModel 3 in transitIn transit as weekly prodModel 3 scrap/stockM3 scrapped running totalM3 scrapped running totalTotal auto revenueAutomotive salesModel 3 ASPModel S ASPModel X ASPCalculated revenueZEV CreditsOther GHG/CAFE (Green House Gas) creditsTotal regulatory creditsUS Model S&XUS yearly
S&X
Canada
S/X
Canada
3
Canada
S/X/3
US Model 3US Model S/X/3California Model SCalifornia Model XCalifornia Model 3California S&X&3California
/US
California
/US
US/Global
S&X
US/Global
S&X
US/Global
S&X
Europe/
Global S&X
Europe/
Global S&X
Asia&Pacific/
Global S&X
Asia&Pacific/
Global S&X
3
Q3 2012250 (01*)0025020122,650250 (07*)250 (07*)250 (07*)Q3 2012345 (12*)345 (12*)250 (11*)2,555 (13*)0 (10*)0 (10*)250 (11*)123 (14*) 123 (14*) 49.20%48.38%100.00%96.42%2,6500.00%0.00%0.00%0.00%
4
Q4 20122,400 (01*)002,4002,400 (07*)2,400 (07*)2,400 (07*)Q4 20122,760 (12*)2,760 (12*)2,305 (11*)95 (10*)95 (10*)2,305 (11*)1,113 (14*) 1,113 (14*) 48.29%96.04%0.00%0.00%
5
Q1 20134,832 (02*)79 (04*)04,911201322,4774,911 (08*)4,911 (08*)4,911 (08*)Q121.8%21.8%2.0%Q1 20135,050 (12*)5,050 (12*)67,90017,10085,0004,674 (11*)17,825 (13*)158 (10*)158 (10*)4,674 (11*)2,406 (14*) 2,406 (14*) 51.48%46.73%95.17%79.30%22,4771.61%17.86%0.00%0.00%
6
Q2 20135,120 (02*)42 (04*)05,1625,162 (08*)5,162 (08*)5,162 (08*)Q223.0%23.0%1.0%Q2 20135,450 (12*)5,450 (12*)51,50017,90069,4004,936 (11*)184 (10*)184 (10*)4,936 (11*)2,308 (14*) 2,308 (14*) 46.76%95.62%0.81%0.00%
7
Q3 20134,288 (02*)1,224 (06*)05,5125,512 (08*)5,512 (08*)5,512 (08*)Q324.5%24.5%30.5%Q3 20136,100 (12*)6,100 (12*)10,40014,80025,2004,126 (11*)162 (10*)162 (10*)4,126 (11*)1,823 (14*) 1,823 (14*) 44.18%74.85%22.21%0.00%
8
Q4 20134,223 (02*)2,669 (06*)06,8926,892 (07*)6,892 (07*)6,892 (07*)Q430.7%30.7%66.5%Q4 20136,587 (07*)6,587 (07*)014,80014,8004,089 (11*)134 (10*)134 (10*)4,089 (11*)1,793 (14*) 1,793 (14*) 43.85%59.33%38.73%0.00%
9
Q1 20143,384 (02*)3,073 (06*)06,457201431,6556,457 (07*)6,457 (07*)6,457 (07*)Q120.4%20.4%32.3%Q1 20147,535 (07*)7,535 (07*)011,60011,6003,226 (16*)16,689 (7*)158 (10*)158 (10*)3,226 (16*)1,533 (14*) 1,533 (14*) 47.52%36.61%49.96%52.72%31,65547.59%30.07%0.00%14.53%
10
Q2 20143,042 (03*)2,519 (06*)2,018 (09*)7,5797,579 (07*)7,579 (07*)7,579 (07*)Q223.9%23.9%26.5%Q2 20148,763 (07*)8,763 (07*)10,00015,80025,8002,806 (15*)236 (10*)236 (10*)2,806 (15*)954 (14*) 954 (14*) 34.00%37.02%33.24%26.63%
11
Q3 20144,911 (03*)1,649 (06*)1,225 (09*)7,7857,785 (07*)7,785 (07*)7,785 (07*)Q324.6%24.6%17.3%Q3 20147,200 (12*)7,200 (12*)76,10016,70092,8004,644 (15*)267 (10*)267 (10*)4,644 (15*)1,239 (14*) 1,239 (14*) 26.68%59.65%21.18%15.74%
12
Q4 20146,199 (03*)2,279 (06*)1,356 (09*)9,8349,834 (07*)9,834 (07*)9,834 (07*)Q431.1%31.1%23.9%Q4 201411,627 (07*)11,627 (07*)1,4501.6 weeks3,1853,1855.19%66,00020,10086,1006,013 (15*)186 (10*)186 (10*)6,013 (15*)2,384 (14*) 2,384 (14*) 39.65%61.15%23.17%13.79%
13
Q1 20155,477 (03*)3,453 (06*)1,115 (09*)10,045201550,65810,045 (07*)10,045 (07*)10,045 (07*)Q119.8%19.8%20.7%Q1 201511,160 (07*)11,160 (07*)2,5503.0 weeks153,2004.41%51,00015,00066,0005,080 (15*)25,414 (7*)397 (10*)397 (10*)5,080 (15*)2,623 (14*) 2,623 (14*) 51.63%41.24%50.57%50.17%50,65834.38%32.97%11.10%12.90%
14
Q2 20156,507 (03*)3,904 (06*)1,121 (09*)11,53211,532 (07*)11,532 (07*)11,532 (07*)Q222.8%22.8%23.4%Q2 201512,807 (07*)12,807 (07*)3,9004.0 weeks-753,1253.66%14,30013,00027,3005,920 (15*)587 (10*)587 (10*)5,920 (15*)2,526 (14*) 2,526 (14*) 42.67%51.34%33.85%9.72%
15
Q3 20156,324 (03*)3,517 (06*)1,762 (09*)11,60311,597 (07*)6 (07*)11,603 (07*)11,603 (07*)Q322.9%22.9%21.1%Q3 201513,091 (07*)13,091 (07*)5,3505.3 weeks383,1633.21%852,555769,01538,59411,21049,8045,764 (15*)560 (10*)560 (10*)5,764 (15*)2,187 (14*) 2,187 (14*) 37.94%49.68%30.31%15.19%
16
Q4 20159,116 (03*)5,827 (06*)2,535 (09*)17,47817,272 (07*)206 (07*)17,478 (07*)17,478 (07*)Q434.5%34.5%34.9%Q4 201514,037 (07*)14,037 (07*)1,9001.8 weeks93,1722.82%2,888,4181,014,3378,18117,43025,6118,650 (15*)466 (10*)466 (10*)8,650 (15*)3,126 (14*) 20 (14*) 3,146 (14*) 36.37%49.49%33.34%14.50%
17
Q1 20168,610 (05*)3,848 (06*)2,352 (09*)14,810201676,28512,410 (07*)2,400 (07*)14,810 (07*)14,810 (07*)Q119.4%19.4%23.7%Q1 201615,510 (07*)15,510 (07*)2,6152.2 weeks-153,1572.47%1,026,064901,89256,98716,10073,0878,150 (05*)44,184 (13*)460 (10*)460 (10*)8,150 (05*)2,552 (14*) 385 (14*) 2,937 (14*) 36.04%39.87%55.03%57.92%76,28525.98%21.27%15.88%17.54%
18
Q2 20169,002 (05*)2,979 (06*)2,421 (09*)14,4029,764 (07*)4,638 (07*)14,402 (07*)14,402 (07*)Q218.9%18.9%18.4%Q2 201618,345 (07*)18,345 (07*)5,1503.6 weeks1,4084,5653.12%1,181,8521,030,2246418,75018,8148,500 (05*)502 (10*)502 (10*)8,500 (05*)4,967 (14*) 58.44%59.02%20.68%16.81%
19
Q3 201615,443 (03*)5,000 (06*)4,378 (09*)24,82116,047 (07*)8,774 (07*)24,821 (07*)24,821 (07*)Q332.5%32.5%30.8%Q3 201625,185 (07*)25,185 (07*)5,5002.8 weeks144,5792.67%2,148,7271,917,442138,54127,360165,90114,584 (07*)859 (10*)859 (10*)14,584 (07*)5,299 (14*) 36.33%58.76%20.14%17.64%
20
Q4 201613,627 (05*)4,399 (06*)4,226 (09*)22,25212,729 (07*)9,523 (07*)22,252 (07*)22,252 (07*)Q429.2%29.2%27.1%Q4 201624,882 (07*)24,882 (07*)6,4503.4 weeks1,6806,2593.19%1,994,1231,739,44919,84024,08043,92012,950 (05*)677 (10*)677 (10*)12,950 (05*)4,412 (14*) 34.07%58.20%19.77%18.99%
21
Q1 201713,369 (05*)6,657 (06*)5,025 (09*)25,0512017103,08413,476 (07*)11,575 (07*)25,051 (07*)25,051 (07*)Q124.7%24.3%23.5%Q1 201725,418 (07*)25,418 (07*)4,6502.4 weeks2,1678,4263.80%2,289,6002,035,060017,32017,32012,600 (05*)48,972 (13*)769 (10*)769 (10*)12,600 (05*)3,130 (14*) 1,619 (14*) 4,749 (14*) 37.69%40.02%50.30%48.34%101,31226.57%27.94%20.06%20.30%
22
Q2 201711,254 (05*)5,526 (06*)5,246 (09*)22,02612,020 (07*)10,006 (07*)22,026 (07*)22,026 (07*)Q221.7%21.4%19.5%Q2 201725,708 (07*)25,708 (07*)3,5001.8 weeks4,83213,2585.36%2,286,6162,013,852100,00016,230116,23010,472 (05*)782 (10*)782 (10*)10,472 (05*)2,702 (14*) 1,581 (14*) 4,283 (14*) 40.90%47.54%25.09%23.82%
23
Q3 201714,073 (05*)7,093 (06*)4,971 (09*)26,13714,058 (07*)11,857 (07*)222 (07*)25,915 (07*)26,137 (07*)Q325.6%25.4%25.1%Q3 201725,076 (07*)260 (07*)25,336 (07*)4,8202.5 weeks-2,15911,0994.07%281.4 weeks10103.85%2,362,8892,076,73157524,62025,19512,900 (05*)951 (10*)951 (10*)222 (07*)13,122 (05*)2,802 (14*) 1,666 (14*) 94 (14*) 4,562 (14*) 35.36%49.78%27.37%19.18%
24
Q4 201715,518 (05*)9,027 (06*)5,325 (09*)29,87015,200 (07*)13,120 (07*)1,550 (07*)28,320 (07*)29,870 (07*)Q428.0%29.0%31.9%Q4 201722,140 (07*)2,425 (07*)24,565 (07*)2,5201.5 weeks-3,8807,2192.45%8604.6 weeks43531.97%2,702,1952,409,109179,14222,410201,55213,000 (05*)976 (10*)976 (10*)1,542 (07*)14,542 (05*)3,179 (14*) 2,044 (14*) 780 (14*) 6,003 (14*) 46.18%45.90%31.88%18.80%
25
Q1 201820,870 (05*)6,321 (06*)2,789 (09*)29,9802018245,46111,730 (07*)10,070 (07*)8,182 (07*)21,815 (07*)29,980 (07*)Q121.9%12.2%20.6%Q1 201824,728 (07*)9,766 (07*)34,494 (07*)4,0602.1 weeks1,3738,5922.69%2,0403 weeks40445702,735,3172,561,88150,31480,329130,64312,000 (05*)55,225 (13*)688 (10*)0 (10*)688 (10*)8,182 (07*)20,182 (05*)2,145 (14*) 1,662 (14*) 3,723 (14*) 7,530 (14*) 62.75%55.01%28.98%12.78%
26
Q2 201831,067 (05*)7,307 (06*)2,366 (09*)40,74010,930 (07*)11,370 (07*)18,449 (07*)22,319 (07*)40,740 (07*)Q222.4%16.6%23.8%Q2 201824,761 (07*)28,578 (07*)53,339 (07*)3,8922.0 weeks2,61011,2023.25%11,1665 weeks1,0031,46003,357,6813,117,865054,01054,01012,000 (05*)618 (10*)2,785 (10*)3,403 (10*)15,664 (05*)27,664 (05*)2,848 (14*) 2,300 (14*) 8,931 (14*) 14,079 (14*) 117.33%53.77%32.74%10.60%
27
Q3 201872,459 (05*)7,992 (06*)3,324 (09*)83,77514,495 (07*)13,215 (07*)56,065 (07*)27,710 (07*)83,775 (07*)Q327.9%34.1%26.1%Q3 201826,903 (07*)53,239 (07*)80,142 (07*)3,7761.8 weeks-69110,5112.83%8,0482.0 weeks2921,7521.86%6,098,7665,878,30560,33299,287107,5206,242,555015,350 (05*)706 (10*)1,848 (10*)2,554 (10*)54,555 (05*)69,905 (05*)22,758 (14*) 148.26%55.40%28.84%12.00%
28
Q4 201879,841 (05*)9,027 (06*)2,098 (09*)90,96613,526 (07*)14,081 (07*)63,359 (07*)27,607 (07*)90,966 (07*)Q427.8%37.1%29.5%Q4 201825,161 (07*)61,394 (07*)86,555 (07*)1,8971.0 weeks-5679,9442.51%1,0100.2 weeks5,0736,8254.38%15,875 (05*)550 (10*)1,766 (10*)2,316 (10*)61,650 (05*)77,525 (05*)25,969 (14*) 32.70%
29
Q1 201931,900 (05*)22,378 (06*)8,722 (09*)63,0002019367,6564,900 (05*)7,200 (05*)50,900 (07*)12,091 (07*)63,000 (07*)Q118.1%20.5%Q1 201914,150 (07*)62,950 (07*)77,100 (07*)7,475 (05*)300 (10*)1,700 (10*)2,000 (10*)22,425 (05*)29,900 (05*)20,491 (14*)
30
Q2 201922,422 (06*)22,42217,722 (7*)Q226.5%20.5%19,594 (14*)
31
Q3 201929,572 (06*)29,57217,483 (7*)Q326.2%27.1%18,542 (14*)
32
Q4 201934,868 (06*)34,86819,475 (7*)Q429.2%31.9%013,999 (14*)
33
Q1 202002020510,000
34
Q2 20200
35
Q3 20200
36
Q4 20200
37
38
Total403,106214,65164,375268,513128,041198,727451,259595,270410,479218,612629,091939,438486,6491,426,087218,339210,86412,4288,09920,527164,240382,579206,332
39
682,132
40
Color codes
https://i.imgur.com/QxIkDbm.png▼▲▼▼
41
Published by Tesla https://ftalphaville.ft.com/2018/08/06/1533575544000/Tesla--a-strange-case-of-credits/▲▼▲▲
42
Data we collectedAdjust this
Until these two look OK
43
Estimate, medium confidence
44
Estimate, high confidence
2349 Roadsters
45
Notes:Seasonality: Model S/X Deliveries WorldwideLinks:
46
(01*)North America sales = Global sales (Tesla published quarterly sales numbers and the Model S was sold only in North America.)Q1Q2Q3Q4
Link to this page
47
201321.8%23.0%24.5%30.7%
Shareholder letters page on Tesla website
48
(02*)Model S was sold only in North America and Europe. Therefore North America sales = Global - Europe. For example in Q4 2013 global sales were 6892 according to Tesla. Europe sales were 2669 according to data we collected. Therefore North America sales are calculated as 6892-2669= 4223 units.201420.4%23.9%24.6%31.1%
TeslaMotorsClub Wiki: Tesla Europe Registration Stats
49
201519.8%22.8%22.9%34.5%
CNCDA (California New Car Dealers Association)
Date of manufacture
50
201619.4%18.9%32.5%29.2%HardwareFromTo
51
(03*)US sales and Canada sales are known for these quarters. Therefore North America = US + Canada.201724.7%21.7%25.6%28.0%No AP1 Jan 201018 Sept 2014
D event 9 Oct 2014
52
201821.9%22.4%27.9%27.8%AP1.019 Sept 201415 Oct 2016
53
(04*)This number is based on revenues in Europe. The number was adjusted until revenues per car in Europe was similar to other quarters.201918.1%26.5%26.2%29.2%AP2.016 Oct 201627 July 2017
<< This has FSD
28 July 2017for Model 3
9 Aug 2017 for Model S
54
AP2.59 Aug 201727 Mar 2019
<< This has FSD
https://www.youtube.com/watch?v=bZxTG7DmB_0
55
(05*)These are estimates based on percentages of known quarters.Seasonality: Model S/X/3 Deliveries WorldwideAP3.028 Mar 2019Current
<< This has FSD
56
(06*)Europe registrations data we collected from institutions that publish car registration stats. Click on numbers for more details. Click here to open the TMC wiki.Q1Q2Q3Q4@TroyTeslike
57
201321.8%23.0%24.5%30.7%
ModelS facelift
12 Apr 2016
58
(07*)Published by Tesla. Click on the numbers for data source.201420.4%23.9%24.6%31.1%
S/X touchscreen
14 Mar 2018
59
(08*)These three quarterly numbers Tesla published were rounded down (4,900, 5,150 and 5,500). We adjusted them to match the 22,477 yearly sales number Tesla published on the following document:201519.8%22.8%22.9%34.5%
60
201619.4%18.9%32.5%29.2%InsideEVs' estimateSourceActual numberSourceDifferenceAccuracy
61
Page 65, FORM 10-K Annual Report, 2013201724.3%21.4%25.4%29.0%
62
(12*)Tesla didn't release exact production numbers for these quarters. Instead, they used more vegue descriptions like over 5,100 or a few hundreds units more than deliveries.201812.2%16.6%34.1%37.1%
2014 US Model S sales
17,3008 Feb 201616,68910 Feb 201661196.3%
63
2015 US Model S sales
25,7008 Feb 201625,20210 Feb 201649898.0%
64
(13*)Tesla didn't release Model S/X production numbers separately. They only released the delivery numbers separately and the S+X total production. The S+X total production was divided based on the delivery ratio.Seasonality: Model S/X/3 Deliveries in Europe
Q3 2016 US Model S sales
9,6258 Oct 20169,15612 Oct 201646994.9%
65
Q1Q2Q3Q4
Q3 2016 US Model X sales
5,8008 Oct 20165,42812 Oct 201637293.1%
66
(09*)Global, US, Europe and North America sales are known. Therefore,
Asia/Pasific = Global - Europe - North America
http://www.motorintelligence.com/
67
201432.3%26.5%17.3%23.9%
Q2 2018 US Model 3 sales
16,1875 Jul 201817,940
Tesla's charts
-1,75390.2%
68
(10*)Data source for Canada EV sales estimates (Tab name is: CDN EV #s)201520.7%23.4%21.1%34.9%
Jul 2018 US Model 3 sales
14,2505 Aug 201813,650
Tesla's charts
60095.6%
69
(11*)US = North America - Canada201623.7%18.4%30.8%27.1%
70
(14*)Published by www.cncda.org (California New Car Dealers Association)201723.5%19.5%25.1%31.9%
71
(15*)Tesla said 16,689 units were registered in the US in 2014. However, this is the yearly number and needs to be divided to quarters. To do that, I have looked at how the estimated quarterly US number would related to California registrations and what impact it would have on Asia/Pacific percentages.201820.6%23.8%26.1%29.5%
72
201920.5%20.5%27.1%31.9%
73
74
(16*)NA and Canada numbers are known. Therefore US = NA - Canada
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103