2024-07-06 14:42:53
He Automobile manufacturer United States Tesla delivered nearly 444,000 vehicles worldwide in the second quarter of 2024, a level that exceeded analysts’ forecasts but was still below that of the same period last year.
In a very brief post on his website on Tuesday, the specialist in electric vehicles indicated that it had delivered 443,956 cars (-4.70% year-on-year) between April and June, including 422 thousand 405 Model 3 and Model Y.
He did not give details on the breakdown of the remaining 21,551.
The consensus of analysts of FactSet expected to deliver 436 thousand units to customers during this period. In the second quarter of 2023, Tesla had delivered 466 thousand vehicles.
During the same period, it produced 410,831 vehicles, including 386,576 Model 3 and Model Y.
“It has been a great comeback, while the market expected a clear failure for this quarter, in which the demand for electric vehicles remains unstable worldwide,” underline the analysts of Wedbush in a note, referring to the deliveries as “fireworks” that “surprise.”
They believe that “the worst is over” for Tesla thanks to the “mini rebound” in China and “price stabilization”.
And the presentation on August 8th of his robotaxi, a driverless vehicle, it should “launch the new chapter in the history” of the manufacturer in terms of autonomous driving, they add.
Jessica Caldwell, from the company Edmunds, Instead, he was much less enthusiastic.
He thinks the year-on-year drop in deliveries “is not a big surprise because… the manufacturer has exhausted all its tricks by lowering prices and increasing sales incentives.” to stimulate the demand”.
In his opinion, “these are difficult times for Tesla”, especially since these sales techniques can have “negative long-term consequences”: potential customers constantly undercut them and owners who have paid full price see the value of their property plummet. vehicle, he explained.
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2024-07-06 14:42:53