News
Tesla Model Y delivery date confirmed by California buyer, first deliveries earlier than expected
A Tesla Model Y buyer has reportedly received confirmation that their vehicle will be ready for delivery on Wednesday, March 11, a timeframe four days earlier than the widely anticipated March 15 first delivery date.
Updated March 11: Tesla Model Y first deliveries are scheduled for Friday, March 13
Updated March 7: The source that reported a March 11 delivery date has retracted their original statement. Teslarati is in contact with additional sources whom indicate Tesla employees are being offered first access to Model Y. An update will be provided as we learn more about the first Model Y delivery dates.
According to redditor and alleged soon-to-be Model Y owner u/HIP2013, a Tesla representative called them to schedule a pick up of their Model Y on Wednesday, 4 p.m. at the Rocklin showroom in California, about a 30-minute drive north from Sacramento and 2 hours from Tesla’ Fremont factory.
“Well I’m giving my Model 3 to my wife who is selling her Civic and I’m putting that money toward the Model Y,” u/HIP2013 wrote on the Tesla Motors channel on Reddit. “I should mention, when I first got the first email last week I got back to them in less than one hour with everything they asked for (insurance, payment info, etc).”
According to u/HIP2013, he reserved the Model Y even before the unveiling event livestream in March 2019. “I have reason to believe I may have been the first to reserve one,” they wrote. “…it seems like yesterday that I was making my order. I was in the first 5,000 to get my Model 3, so I’ve been part of the tribe for a while.”
The strong push of Tesla to make deliveries of the Model Y bode well for the finances of the company. Tesla aims to deliver 500,000 vehicles in 2020, a big jump from last year’s approximately 368,000 units. The Q1 end of quarter push would help cushion whatever effect the coronavirus outbreak has had on its sales.
On Thursday, Tesla started releasing the first batch of Tesla Model Y VINs ahead of the expected deliveries. Buyers in California, New York, Florida, Georgia and other parts of the United States started finding references to their vehicle’s identification number on their online purchase agreement.
Tesla Model Y images were also discovered in the latest version of the Android mobile app of the electric carmaker, a sign that Tesla is gearing up for the deliveries and suggesting that Model Y owners will enjoy the same functionality of the mobile app just as how owners of Model 3, Model X, and Model S do.
Tesla Model Y buyers first reported of receiving delivery confirmation emails two weeks ago where the carmaker asked customers to confirm their availability and complete any remaining steps of the purchase.
Tesla early delivery of the Model Y says a lot how the carmaker has matured through the years. While the Model Y might share about 75% of the Model 3’s DNA, Elon Musk has earlier said that its manufacturing process involves advanced techniques. The Tesla CEO also bets big time on the Model Y and believes the more affordable SUV will be a big hit and may become more popular than other vehicles on its line-up combined.
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— Teslarati Team (@TeslaratiTeam) March 8, 2020
News
Tesla celebrates 9 million vehicles produced globally
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide.
Tesla has achieved a new milestone, rolling out its nine millionth vehicle worldwide from Giga Shanghai.
The achievement, announced by Tesla Asia on X, celebrated not just the Shanghai team’s output but the company’s cumulative production across all its factories worldwide. The milestone came as 2025 drew to a close, and it inspired praise from some of the company’s key executives.
Tesla’s 9 million vehicle milestone
The commemorative photo from Tesla Asia featured the Giga Shanghai team assembled on the factory floor, surrounding the milestone Model Y unit, which looked pristine in white. The image was captioned: “Our 9 millionth vehicle globally has just rolled off the production line at Giga Shanghai. Thanks to our owners and supporters around the world.”
Senior Vice President of Automotive Tom Zhu praised Tesla’s factory teams for the remarkable milestone. He also shared his gratitude to Tesla owners for their support. “Congrats to all Tesla factories for this amazing milestone! Thanks to our owners for your continued support!” Zhu wrote in a post on X.
Giga Shanghai’s legacy
Tesla’s nine million vehicle milestone is especially impressive considering that just 207 days ago, the company announced that it had built its eight millionth car globally. The eight millionth Tesla, a red Model Y, was built in Giga Berlin. The fact that Tesla was able to build a million cars in less than seven months is quite an accomplishment.
Giga Shanghai, Tesla’s largest factory by volume, has been instrumental to the company’s overall operations, having reached four million cumulative vehicles earlier in 2025. The plant produces Model 3 and Model Y for both domestic Chinese and export markets, making it the company’s primary vehicle export hub.
News
Tesla officially publishes Q4 2025 vehicle delivery consensus
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results.
Tesla has taken the rather unusual step of officially publishing its company-compiled Q4 2025 delivery consensus on the Investor Relations site. As per analyst estimates, Tesla is expected to deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems this Q4 2025.
By releasing these numbers directly, Tesla establishes a clear, transparent benchmark ahead of its actual results, making it harder for narratives to claim a “miss” based on outlier estimates.
Official consensus sets the record straight
Tesla’s IR press release detailed the consensus from 20 analysts for vehicle deliveries and 16 analysts for energy deployments. As per the release, full-year 2025 consensus delivery estimates come in at 1,640,752 vehicles, an 8.3% decline from 2025’s FY deliveries of 1,789,226 cars.
Tesla noted that while it “does not endorse any information, recommendations or conclusions made by the analysts,” its press release does provide a notable reference point. Analysts contributing to the company compiled consensus include Daiwa, DB, Wedbush, Oppenheimer, Canaccord, Baird, Wolfe, Exane, Goldman Sachs, RBC, Evercore ISI, Barclays, Wells Fargo, Morgan Stanley, UBS, Jefferies, Needham, HSBC, Cantor Fitzgerald, and William Blair.

Tesla’s busy Q4 2025
Tesla seems to be pushing hard to deliver as many vehicles as possible before the end of 2025, despite the company’s future seemingly being determined not by vehicle deliveries, but FSD and Optimus’ rollout and ramp. Still, reports from countries such as China are optimistic, with posts on social media hinting that Tesla’s delivery centers in the country are appearing packed as the final weeks of 2025 unfold.
The Tesla Model Y and Model 3 are also still performing well in China’s premium EV segment. Based on data from January to November, the Model Y took China’s number one spot in the RMB 200,000-RMB 300,000 segment for electric vehicles, selling 359,463 units. The Model 3 sedan took third place, selling 172,392. This is quite impressive considering that both the Model Y and Model 3 command a premium compared to their domestic rivals.
Elon Musk
Tesla’s Elon Musk accepts invitation to Israel’s Smart Transportation Conference
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
Elon Musk has reportedly accepted an invitation from Israeli Prime Minister Benjamin Netanyahu to participate in the country’s Smart Transportation Conference in March 2026.
The announcement was shared by the Israeli Prime Minister in a post on social media platform X.
A call and an invitation
Netanyahu posted on X about Musk, stating in Hebrew: “Last night, I held a joint conference call from Florida with entrepreneur Elon Musk, Minister of Transportation Miri Regev, and the head of the National AI Headquarters, Erez Askal. In the framework of the conversation, Musk responded to my invitation and Minister Regev’s invitation to participate in the Smart Transportation Conference that will be held in March.”
Netanyahu added that he and Musk discussed continuing initiatives such as the promotion of autonomous vehicle laws and the boosting of AI technologies in Israel. This, according to the Prime Minister, is aimed at making the country a global leader in emerging technologies.
“Additionally, we discussed the continuation of collaborations with Tesla and the promotion of the law pertaining to autonomous vehicles. I spoke at length with Musk about promoting and developing artificial intelligence technologies in Israel, and I said in our conversation: We intend to catapult Israel and turn it into a global leader in the field, just as we did in cyber and other technologies,” Netanyahu added.
Tesla FSD’s upcoming rollout in Israel
Elon Musk’s upcoming conference appearance in Israel could hint at Tesla’s upcoming rollout of FSD and its Robotaxi service in the country. Previous reports have hinted that FSD is nearing regulatory approval in Israel, following strong advocacy from local owners and direct intervention from the government.
Nearly 1,000 Tesla drivers petitioned authorities, highlighting FSD’s potential to enhance road safety. Transport and Road Safety Minister Miri Regev responded positively on X, writing “I’ve received the many referrals from Tesla drivers in Israel! Tesla drivers? Soon you won’t need to hold the steering wheel.”
Minister Regev has instructed the ministry’s Director-General to accelerate the approval process, including necessary tests. A dedicated working group, led by Moshe Ben-Zaken, is also coordinating with regulatory and safety agencies to meet international standards.