Tesla Quarterly Gross sales Over The Years — 13 Charts

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Tesla launched its second quarter supply information a number of days in the past, and Tesla inventory went a bit wild afterward. Apparently, deliveries have been increased than the market anticipated. They have been nonetheless down 12 months over 12 months, however the Wall Road consensus was that they’d be down far more than they really have been. In any case, I like wanting on the long-term tendencies, so, as I’ve finished for the previous a number of years, I’ve created plenty of charts to show Tesla’s quarterly gross sales over time. Let’s leap in.

This primary chart is probably the most normal. It exhibits general quarterly gross sales of Tesla automobiles globally. It exhibits the robust, fairly constant rise in gross sales over the previous a number of years. Nonetheless, it additionally exhibits that Tesla has had a drop in quarterly gross sales this 12 months — down 12 months over 12 months in Q1 by quite a bit and down 12 months over 12 months 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 likewise combines information for the Mannequin S, Mannequin X, and Cybertruck. (It’s annoying that Tesla does this, however I don’t see it altering until 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. In fact, we are able to see that 3/Y gross sales bounced up a bit within the second quarter after a pointy 1st quarter drop. Nonetheless, in case you look carefully, it’s also possible to 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 want a giant increase to attain that within the second half of the 12 months.

At this level, we’ve got to include some estimating. As a result of Tesla doesn’t absolutely get away gross sales by fashions, I exploit a selected method for what number of deliveries are deliveries of the Mannequin 3, Mannequin Y, Mannequin S, Mannequin X, and Cybertruck primarily based 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 have a look at how the completely 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 progress chart, you may see a transparent change in course on the prime now. Does this flip into one thing like an S-curve chart? Does Tesla regain its gross sales progress and that bit on the prime turns into one thing like just a little dent within the broader image? We will see.

These three charts above then have a look at the presumed cumulative gross sales tendencies of the Mannequin Y and Mannequin 3. It’s an identical 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 working 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 seem like a small character within the story.

I’m additionally together with some interactive charts under. These usually show significantly better on a traditional 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 may toggle between quarterly gross sales of various fashions. Take pleasure in!

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