You know it's bad when delivery trends blow through even my lowest estimates, which already trailed market consensus, no thanks to the hapless Cybertruck which continues to shoot Tesla in the foot.
Boomeranged on Wed, 3 Apr 2024 10:00
Tesla's Q1 deliveries were much worse than even my below-market estimates at just 386,910, down 9%. I suspect It won't be the last time numbers fall as 2024 trends look even more challenging going forward. See my upcoming report.