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Tesla Q4 sales success hinges on European deliveries

(Credit: WuWa)

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3 years ago

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As we approach the end of Q4 and the end of the year, analysts are correctly pointing out that a successful quarter for Tesla hinges on a successful delivery of vehicles to Europe.

Tesla has had an incredibly successful 2022, especially considering the circumstances that have rocked the auto industry; the supply shortages, the COVID lockdowns in China, and even the invasion of Ukraine. Nonetheless, Tesla rebounded from a difficult second quarter and posted a record Q3. Analysts have high expectations for the year’s final quarter, and Tesla’s ability to achieve them hinges on European success.

Despite challenges earlier in the year, many experts expect Tesla to achieve its 50% growth target compared to last year, equating to roughly 1.4 million deliveries cumulatively in 2022. To achieve this goal, Tesla will need to deliver approximately 500,000 units in Q4, and many experts think the company can do it.

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Analyst Trip Chowdhry from Global Equities Research comes to a similar conclusion.

Experts have good reason to believe Tesla can hit the half million vehicles mark for Q4. Foremost, demand for Tesla vehicles worldwide remains very high. Tesla China recently announced the astonishing achievement of selling over 100,000 vehicles in November. In the U.S., Tesla remains the top EV seller despite rising competition from legacy brands. And in Europe, the Tesla Model Y has become an overnight sensation, becoming a contender for the top-selling vehicle overall in multiple countries during Q4.

On the flip side, Tesla has been able to vastly expand production during the same timeframe. Notably, Giga Texas and Giga Berlin have been physically expanding, while Giga Texas and Giga Shanghai each hit notable production goals within Q4.

That leads us to the weakest link; Europe. Europe has the smallest source of domestic production as they rely solely on Tesla’s newest facility, Giga Berlin. At the same time, many of this year’s economic challenges have hit the old world particularly hard, including inflation, supply shortages, and the ongoing energy crisis.

So how is Tesla addressing this to meet its half-a-million vehicle goal? First, Tesla is employing its favorite trick of delivering as many vehicles as possible at the end of the quarter. One indicator of this push occurring is the large number of boats leaving from Shanghai and Texas towards Europe.

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According to data cumulated by TTF-Forum.de and initially posted by MaratimeTraffic, 15 ships have already delivered Teslas to Europe in Q4, and seven more ships from China and two from the U.S. are on their way.

But does this number of ships indicate that Tesla is on track to have a record quarter? That remains a little unclear. Cumulating data from a series of sources (TTF-Forum.de, TeslaCarriers, Tesla Ship Tracker, and MaratimeTraffic), this number of boats this quarter is a new high for Tesla but not entirely outside of the norm. In total, Tesla will be sending 22 ships to Europe this quarter, but this is only two more boats than the previous high of 20 that delivered vehicles to Europe in Q4 2021.

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Another indicator that Tesla is putting the pedal to the metal in this final quarter is hiring. In a previous message from CEO Elon Musk (ironically advising against these end-of-the-quarter pushes), he notes that Tesla is forced to hire a large number of new employees and temp workers to keep up with demand during these times. Sometimes even calling on Tesla enthusiasts to help new customers take delivery of their vehicles. This is precisely what is being seen on Tesla’s hiring site now, as the company has hit a record number of openings in recent weeks.

Finally, Tesla is even employing discounts to entice buyers in the final month of the year. Tesla has issued discounts on inventory vehicles in the U.S. and China already and could give a similar deal in Europe in the coming weeks.

While these three factors individually don’t necessarily indicate that Tesla is headed for a record Q4, they both positively display the company is headed in the right direction.

With such positive indicators, it is clear why experts have high expectations for Tesla. Demand remains high, supply has continued to grow, and indicators of a robust end-of-the-quarter push (increased number of ship deliveries to Europe, significant hiring, inventory discounts) are clearly visible. But to say that the achievement is “in the bag” would be short-sighted. Tesla still has a mountain to climb to achieve the monumental half a million vehicles sold in a single quarter. Even so, many remain optimistic for the end of this year.

What do you think of the article? Do you have any comments, questions, or concerns? Shoot me an email at william@teslarati.com. You can also reach me on Twitter @WilliamWritin. If you have news tips, email us at tips@teslarati.com!

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Will is an auto enthusiast, a gear head, and an EV enthusiast above all. From racing, to industry data, to the most advanced EV tech on earth, he now covers it at Teslarati.

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Tesla CEO Elon Musk hits back at drug use claims, calls publications ‘hypocrites’

Elon Musk showed a clean drug test, dispelling any rumors of drug use that came from unfounded reports from two large media outlets.

Published

5 hours ago

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June 17, 2025

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Credit: Elon Musk

Tesla CEO Elon Musk has responded to a report from the Wall Street Journal and the New York Times, as both publications claimed he was abusing drugs while being involved with President Trump on both the campaign trail and while he was active within the administration after the election.

A bombshell report from the New York Times, published in late May, stated that Musk was regularly using things like ketamine, ecstasy, and psychedelic mushrooms, and also stimulants like Adderall, during his time within the Trump administration.

The reports cited inside sources who claimed the Tesla and SpaceX frontman was using substances during his time with the government.

However, Musk published the results of a recent drug test performed at Fastest Labs of South Austin. They showed ‘Negative’ results across the board:

Musk was not done there.

He went on to say the New York Times “lies as easy as breathing. It’s normal for them.” He also said both the Times and Wall Street Journal reporters should also publish their own drug test results, stating, “They won’t, because those hypocrites are guilty as sin.”

Musk said years ago that he received ketamine prescriptions from doctors to treat depression. He said he had it “years ago and said so on X, so this is not even news.” He also said that ketamine “helps for getting out of dark mental holes, but haven’t taken it since then.”

Tesla fans and Musk enthusiasts have joked for days now that, if Musk were to be on drugs, other CEOs should also do them, considering his persistence on work-related projects, long hours, and commitment to his job.

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Musk has now proven that there has been no drug use with this test, and it seems as if the reports could have some sort of legal impact, although he has not said he will take any action.

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Tesla’s Grok integration will be more realistic with this cool feature

Tesla is preparing Grok for its first integration into vehicles, but it’s making it more robust than ever, firmware shows.

Published

6 hours ago

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June 17, 2025

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Credit: Tesla

Tesla has not yet integrated the AI assistant Grok into its vehicles, but when it does, it will be even more realistic with a new feature that firmware coding shows.

CEO Elon Musk teased a few months back that Grok would be making its way into vehicles in the near future. The implementation has not yet occurred, but we are confident it will be rolling out soon, especially as Tesla has its sights set on a near-term rollout of the Robotaxi platform.

Tesla’s vehicles expected to get Grok voice assistant—but when?

Grok will enable AI assistance for drivers who are both manually operating Tesla vehicles or using the company’s Full Self-Driving suite. It has been widely popular and extremely useful for users on X, Musk’s social media platform.

However, Tesla hacker green has revealed through firmware that the company is planning to roll out Grok into vehicles with personalities, giving it an even more realistic tone that is totally customizable and catered to whatever the driver wants.

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There are also a handful of kids’ versions that will do things like tell stories or play trivia:

The true capabilities of Grok are nearly limitless. Back in January, Musk said on a livestream on X that, “You’ll be able to talk to your Tesla and ask for anything.”

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Grok appears to only be available on AMD-based vehicles, according to other things green found in the firmware. This means that Intel-based Teslas, which are usually older models, will not enable Grok support for right now.

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Tesla dominates Cars.com’s Made in America Index with clean sweep

Tesla continues to dominate Cars.com’s Made in America Index with a clean sweep of the Top 4 spots.

Published

9 hours ago

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June 17, 2025

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Credit: Tesla

Tesla has dominated the Cars.com Made-in-America Index with a clean sweep of the top four spots. All four Tesla vehicles that were eligible for the analysis placed in the top four.

The Model 3 overtook the Model Y for first place this year. The all-electric crossover was first in 2024, but the Model 3 managed to overtake its sibling vehicle to claim the top spot in 2025. The Model Y took second, while the Model S took third, and the Model X took fourth.

This is an improvement from last year, as the Model Y took first, but the Model S and Model X placed fourth and ninth, respectively. The Model 3 was not in the Top 10 in 2024.

“Tesla continues to lead, claiming the top four spots and showcasing its commitment to domestic production. About 25% of the more than 400 vehicles on sale in the U.S. made this year’s AMI, and whether a vehicle is No. 1 or No.99, it contributes to the U.S. economy,” Patrick Masterson, lead researcher for the program, said.

More than 400 vehicles were analyzed for this year’s study, with Cars.com officially ranking 117 of them. There were two other EVs in the Top 10, as the Kia EV6 took sixth place, and the Volkswagen ID.4 finished in tenth.

This year’s study reflected major geographic and strategic shifts across the automotive industry. Of the 117 vehicles ranked in the program, they were produced at 36 domestic factories, leaving only 11 total factories that did not yield a car on the list. There are 47 assembly plants in operation in the U.S.

However, there still has not been a vehicle to quite reach the 100 percent domestic parts content, something that is extremely elusive. Masterson says the global supply chain is still extremely crucial to even the most American-built cars on the market.

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The average domestic parts content of the Top 10 cars was 83.4 percent in 2006, but that number has shrunk to 70.3 percent in this year’s rankings.

Some might wonder where cars like the Tesla Cybertruck or Rivian R1T are on the list. However, these vehicles did not qualify because the study only considers cars under a gross weight of 8,500 pounds.

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