Visualization of Tesla sales & financial data to separate signal from noise. Thx for subscribing. Tesla & Musk supporter. Long term $TSLA investor since 2017.
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Tesla Switzerland had its best week in years this week. 🇨🇭
Only one week in December 2021 saw higher deliveries.
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There will be no Tesla FSD vote at the TCMV meeting on October 6.
The meeting agenda only includes further discussion.
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Since this week, Tesla is once again the leading BEV brand in the European countries with daily reporting for this quarter.
However, it's not Tesla's best quarter compared to its own sales numbers. Currently, the numbers are close to those of last quarter.
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Significant differences in BEV adoption still exist across Europe. 🇪🇺
For reference, 🇨🇳 China is at 38%, while the 🇺🇸 US is at around 6%.
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Is this a joke? @ACEA_auto didn't report the July data because of a summer break. I thought they would include it with the August report. But nope.
I can understand if a report is delayed, but I don't understand why they skipped a whole month, leaving a data gap.
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Tesla has the largest market share of battery electric vehicles (BEVs) in Europe. 🇪🇺
The cumulative market share of the top eight brands has decreased to 50%. Of those brands, only Kia and Renault were able to increase their market share year-over-year, besides Tesla.
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Tesla sales in Europe have increased by 43% year-on-year. This chart breaks down the data by country and month. 🇪🇺
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Today was Tesla Norway's first day this quarter with over 400 deliveries. 🇳🇴
Tesla will need to maintain this pace for the remainder of the quarter to make up for its slow start.
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Tesla surpassed its competitors in sales of battery electric vehicles (BEVs) in the daily reporting countries of Europe as of Saturday. 🇬🇧🇳🇴🇪🇸🇸🇪🇩🇰🇳🇱
Since the data lags by a few days, we can now see this in the chart. Following Sunday's flat sales, Tesla will clearly widen the gap with this week's sales data.
Tesla deliveries of daily reporting markets in Europe in Q3. 🇪🇺
While all the other brands have a fairly consistent delivery rate throughout the quarter, Tesla starts slowly and then explodes towards the end.
The first two months of the quarter are the Tesla-Q FUD zone. The last month is hunting season.
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Will Tesla deliver more than half a million vehicles for the first time in this quarter?
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In Europe*, 11.1k Tesla sales were reported for the week of September 14 to 20. 🇪🇺
This is +73.5% WoW and +101.6% compared to the same week last year. This has been best week of the year so far. The quarter after 12 weeks is -6.5% QoQ and +7.5% YoY. YTD sales are +14.8% year-over-year.
* Data from the daily/weekly reporting countries UK, Norway, Netherlands, Sweden, Denmark, Italy, Spain, Switzerland, Czech Republic, Iceland (~60% of Tesla sales in Europe)
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With today's approval of FSD in the Czech Republic, the European fleet will grow by an additional 7k potential users. 🇨🇿
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The Czech Republic is the seventh country to approve FSD Supervised ahead of the EU vote.
🇳🇱 Netherlands - 10 April - 4.02%
🇱🇹 Lithuania - 20 May - 0.64%
🇪🇪 Estonia - 29 May - 0.3%
🇩🇰 Denmark - 9 June - 1.32%
🇧🇪 Belgium - 10 June - 2.03%
🇸🇮 Slovenia - 7 September - 0.47%
🇨🇿 Czech Republic - 21 September - 2.42%
The YES votes are already at 11.81% of the 65% needed. This is before the vote.
Made with AI
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Tesla deliveries of daily reporting markets in Europe in Q3. 🇪🇺
While all the other brands have a fairly consistent delivery rate throughout the quarter, Tesla starts slowly and then explodes towards the end.
The first two months of the quarter are the Tesla-Q FUD zone. The last month is hunting season.
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Singapore has joined the list of countries where Tesla's year-to-date sales have already surpassed last year's total.
Other countries that are close and most likely will reach this target after September sales data coming in.
🇭🇷Croatia 99%
🇫🇮Finland 92%
🇵🇹Portugal 85%
🇧🇪Belgium 83%
🇨🇿Czech Republic 82%
🇩🇰Denmark 81%
🇸🇪Sweden 81%
🇧🇬Bulgaria 80%
Singapore reported 463 Tesla sales and 10.2% market share in August. BEV penetration is 63.3% and Tesla has 16.1% of this segment. 🇸🇬
• Tesla second best-selling brand
• 72% Model Y and 28% Model 3
• +1% vs. August last year and +29% compared to May the second month of the previous quarter
• Best August ever
• Second best second month of the quarter ever and +29% vs. the previous one
• Second best quarter ever after second month of quarter and +70% vs. the same period last quarter
• Last three months +46.7% vs. March - May
• Year-to-date +74% over same period last year
• Year-to-date is 107% or 12.9/12 of last year's total
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