Q1 Delivery Estimates, Preview, and Wild Cards (03.31.20)

Tesla is expected to report Q1 2020 delivery and production numbers later this week. In today's episode, we go through the FactSet consensus estimates for Tesla's Q1 total deliveries as well as for Model 3, Model S, and Model X, and discuss how realistic these estimates are and how TSLA stock may react. I also provide my delivery and production estimates as well as the rationale behind them, and perhaps most importantly, the other wild cards I am watching for from this report.

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Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives