In a recently announced email to employees, Tesla CEO Elon Musk says the demand is strong in the quarter, but they have "a lot of catching up" to achieve a record quarter.
They focus on delivery time and price.
Last week, we reported that Musk sent an email to employees saying that Tesla is within reach of a new record quarter for deliveries, but they need to upgrade their production.
CEO said they already had more
Electrek received another email sent by Musk to employees where he pointed out that the demand is strong, but he also said they must address " much of "Vehicle deliveries":
"While our demand is strong, we have many vehicle deliveries to get in order to get a successful quarter. "
Musk said he will start holding conversations with Tesla's delivery groups around the world every other day to know" what is needed to speed up the delivery. "
Last year, we reported that Tesla formed a new delivery organization for Take over responsibility for deliveries, as volumes increase rapidly. [1
It wasn't long. who is familiar with the case, Electrek told Tesla that back sales operations to the sales teams, and Pearson is no longer with Tesla anymore.
In the new email today, Musk said they must focus on the cost:
" We must also record the total cost of getting a car from the factory to the customer. Last quarter, there were many advances and scheduled flights that resulted in higher than expected delivery costs. This makes it much harder to * break even. "
CEO says there is still a record block within reach if they perform:
" Per my previous e-mail, if we perform well, Q2 will be an all Tesla delivered a record of 90,700 cars in 4. quarter 2018.
It seems that people can finally quit arguing about claiming. Tesla seems to have locked it in the quarter, which is impressive.
But deliveries still seem to be an important bottleneck.
Tesla makes it practically every quarter. They end up building a large delivery log at the end of the quarter, which they must complete in order to recognize the turnover from the delivery in the quarter.
Elon has talked about addressing this issue many years ago, but it is still happening today.
I think this is due to Tesla's direct sales model. Unlike other car manufacturers selling most of their cars through third-party franchise dealers, Tesla owns the entire sales structure and is responsible for the car all the way to the customer.
They need to find a way to stabilize sales and deliveries throughout the quarter and avoid a rush of deliveries at the end of each quarter.
Any ideas? Please let us know in the comment section below.
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