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A comment on Tesla's California market share tumbles despite aggressive price cuts. Parent comment

Re:Tesla's California market share tumbles despite aggressiv... by pengaru on Saturday April 22, 2023 @08:30PM (#35672201)
> Market share is a bit of a confusing metric here, because the electric car market is supply-constrained not demand-constrained. Tesla's selling every car they can produce.

That's just not true as of TSLA's most recent earnings, as reported by yahoo finance and discussed on HN in [0]:

"Though Tesla has ramped up production and deliveries of its electric vehicles over the last several quarters, leading to near record levels of revenue, production has outpaced demand. The company said it delivered 422,875 units in the first quarter while producing 440,808." [1]

[0] https://news.ycombinator.com/item?id=35643537

[1] https://finance.yahoo.com/tesla-stock-tumbles-over-9-to-near...

[ Parent | on HN ]
Re:Tesla's California market share tumbles despite aggressiv... by wilg on Sunday April 23, 2023 @12:20AM (#35673251)
IIRC the delivery numbers are usually a bit lower than production numbers on a quarterly basis for various unimportant logistics reasons, but over time both numbers are consistently increasing.

They also beat delivery estimates in the same quarter you mention. https://techcrunch.com/2023/04/02/tesla-q1-deliveries-beat-e...

[ Parent | on HN ]