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Tesla Model 3 production reportedly hit 2,000/week, claims leaked Musk email

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A leaked email to employees reportedly sent by Elon Musk suggests that Tesla has managed to achieve a production rate of 2,000 Model 3 in a single week.

The email was shared by journalist Ed Niedermeyer on Twitter, who stated that the emails were from a source inside the company. The Daily Beast writer further noted that the message was sent at 3:02 a.m. PST on Monday.

Addressed to everyone in the company, Musk’s leaked email congratulated Tesla’s workers for hitting the 2,000 Model 3 per week milestone. Following is the message that was allegedly sent by Elon Musk to Tesla employees today.

It has been extremely difficult to pass the 2,000 vehicles per week rate for Model 3, but we are finally there. If things go as planned today, we will comfortably exceed that number over a seven-day period!

Moreover, the whole Tesla production system is now on firm foundation for that output, which means we should be able to exceed a combined Model S, X and 3 production rate of 4,000 vehicles per week and climbing rapidly. This is already double the pace of 2017! By the end of this year, I believe we will be producing vehicles at least four times faster than last year.

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It took five years to reach the 2,000/week production rate for S and X combined, but only nine months to achieve that output with Model 3. Mind-blowing progress!

Couldn’t be more proud to work with you,

Elon

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Apart from the leaked email from Elon Musk, Niedermeyer also shared a screenshot of what appears to be Tesla’s Performance Acceleration program for the company’s workers. Based on the email’s screenshot, the Acceleration Program would begin on April 2 and will focus on employees’ capability to achieve their respective goals.

As we noted in a previous report, another email to Tesla workers was leaked last week. The message, reportedly written by Doug Field, Tesla’s senior vice president of engineering, included references to the Model 3 line producing 200 cars a day on average. Field’s email encouraged Tesla employees to aim for a rate of 300 Model 3 a day, which, according to the Tesla executive, would ultimately prove the “haters” wrong.

“Let’s make them (the critics) regret ever betting against us. You will prove a bunch of haters wrong. The world is watching us very closely, to understand one thing: How many Model 3’s can Tesla build in a week? This is a critical moment in Tesla’s history, and there are a number of reasons it’s so important. You should pick the one that hits you in the gut and makes you want to win,” Fields reportedly wrote. 

If the recently leaked email from Elon Musk today proves accurate, it would suggest that Tesla had managed to accomplish its goal of a producing 300 Model 3 a day before Q1 2018 ended.

Tesla’s leaked emails come at a time when the company’s stocks are taking a beating. Just last week, Tesla’s stocks plunged to a 52-week low, trading down more than 17% since the start of 2018. On Monday, the company’s shares continued to dive, trading at 252.60 as of writing.

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Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla bull Wedbush responds to Q1 deliveries: ‘A disaster on every metric’

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Credit: diagnosticdennis/Instagram and @smile__no via Tesla Owners of Santa Clarita Valley/X

Tesla bull Wedbush has responded to the company’s lackluster Q1 delivery figures, which were released on Wednesday morning in a new note from analyst Dan Ives.

Tesla reported deliveries of 336,681 vehicles in the first quarter of the year, a far cry from the Wall Street estimate of 352,000 and whisper numbers of roughly 350,000. At first glance, it seems to be a disaster, but Tesla said it lost “several weeks of production” in Q1 due to the ramp of the new Model Y at all four of its vehicle production factories.

Tesla (TSLA) reports 336,681 vehicle deliveries for Q1 2025

This could be part of the reason that the company experienced a quarter of this performance, but there are also factors stemming from CEO Elon Musk’s involvement in the U.S. government, which has created some pushback in various markets.

It’s tough to say how much of each issue caused this type of quarter, but Ives wrote in a note to investors that Wedbush could not look at this “with rose-colored glasses,” as the performance “was a disaster on every metric.”

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Ives believes it is time for Musk to make a move:

“The Street and us knew a bad 1Q was coming but this was even worse than expected. The time has come for Musk….it’s a fork in the road moment. The more political he gets with DOGE the more the brand suffers, there is no debate. This quarter was an example of the damage Musk is causing Tesla. This continues to be a moment of truth for Musk to navigate this brand tornado crisis moment and get onto the other side of this dark chapter for Tesla with much better days ahead.”

Interestingly, the stock dropped over 5 percent after the delivery report. It quickly rebounded 8 percent and is currently up over 5 percent on the day after a report from Politico stated that Musk and President Donald Trump have discussed the CEO stepping back from the Department of Government Efficiency (DOGE).

Based on that, it seems that investors were looking for Musk to step back from his government duties and show more public attention to Tesla. Realistically, we do not know how much of his time is being devoted to Tesla and its EV initiative. However, it seems investors were ready to hear something along the lines of Musk being more involved and speaking openly about Tesla and its projects.

It’s not all bad. Ives still recognizes Tesla’s prowess with the rollout of robotaxi and Full Self-Driving and how much impact it could have moving forward:

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“Autonomous remains the biggest transformation to the auto industry in modern-day history and in our view, Tesla will own the autonomous market in the US and globally with the launch of unsupervised FSD in Austin kicking off the autonomous era at Tesla that we value at $1 trillion alone on a sum-of-the-parts valuation…”

With that being said, he also wants Musk to balance responsibilities with DOGE and Tesla:

“BUT…Musk needs to stop this political firestorm and balance being CEO of Tesla with DOGE. The future is so bright but this is a full blown crisis Tesla is navigating now and its primarily self-inflected. We remain firmly bullish on the long-term Tesla story but Musk needs to get his act together or else unfortunately darker times are ahead for Tesla.”

Tesla shares are trading at $283.01, up 5.42% at 1:57 p.m. on the East Coast.

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Tesla (TSLA) shares date for “Company Update” and Q1 2025 earnings call

Tesla seems to be planning something slightly different for the upcoming event.

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Credit: Tesla China

Tesla (NASDAQ:TSLA) has announced the date for its upcoming first quarter 2025 earnings call. 

Interestingly enough, the company seems to be planning something slightly different for the upcoming event.

Tesla Q1 2025 Earnings Call Date

As shared by Tesla in its Q1 2025 vehicle production and delivery report, the company would be holding its first-quarter earnings call on Tuesday, April 22, 2025, at 4:30 p.m. Central Time / 5:30 p.m. Eastern Time. Similar to past earnings calls, the event will be livestreamed. An archived version of the session would also be shared on the company’s website.

Prior to the earnings call, Tesla will be releasing its Q1 2025 Update Letter. The Q1 2025 Update Letter will be released after markets close on April 22.

A Company Update

Tesla enthusiasts and TSLA bulls have observed that the electric vehicle maker adjusted its wording a bit in its Q1 2025 vehicle delivery and production report. As could be seen in the release, Tesla noted that it would also be holding a “Company Update” on April 22. This is the first time that such an event has been referenced by the electric vehicle maker with its quarterly earnings call.

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“In addition to posting first quarter results, Tesla management will hold a live company update and question and answer webcast that day,” Tesla wrote in its Q1 2025 vehicle delivery and production report. Tesla also referenced a “Company Update” in a post on its official X account.

Expectations are high that Tesla will discuss some of its highly anticipated projects during its Company Update. These may include, among other things, new affordable vehicles that were mentioned in the Q4 and Full Year 2024 Update Letter.

“Plans for new vehicles, including more affordable models, remain on track for start of production in the first half of 2025. These vehicles will utilize aspects of the next generation platform as well as aspects of our current platforms and will be produced on the same manufacturing lines as our current vehicle line-up,” Tesla wrote.

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Tesla (TSLA) reports 336,681 vehicle deliveries for Q1 2025

The report was published on the company’s Investor Relations website.

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Credit: Tesla China

Tesla (NASDAQ:TSLA) has released its first quarter 2025 vehicle delivery and production report. 

The report was published on the company’s Investor Relations website

Q1 2025 Deliveries

In the first quarter, Tesla delivered a total of 336,681 vehicles globally. This is comprised of 323,800 Model 3 and Model Y, as well as 12,881 units of Tesla’s other models.

In comparison, Tesla’s company-compiled consensus indicated that analysts were expecting 377,592 vehicle deliveries for Q1 2025. FactSet estimates were even more optimistic, with analysts expecting vehicle deliveries of 407,900 units in the first quarter. 

Q1 2025 Production 

Tesla produced a total of 362,615 vehicles in the first quarter across its factories globally. From this number, a total of 345,454 units were comprised of the Model 3 and Model Y, and 17,161 were comprised of the company’s other models. 

In its Q1 2025 vehicle production and delivery report, Tesla noted that the changeover of its Model Y lines across Gigafactory Texas, Fremont Factory, Gigafactory Shanghai, and Gigafactory Berlin, led to the loss of several weeks’ worth of production in the quarter. The vehicle, however, is now being ramped. 

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TSLA Reaction

While Tesla missed analysts’ expectations, investors do not seem to be too disappointed. As per writing, TSLA stock is just down 1.87% at $263.43 per share.

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