Tesla has launched its second-quarter manufacturing and gross sales numbers. The take-home abstract: they crushed Wall Road’s expectations. I’ll simply deal with deliveries (aka gross sales) right here, however right here’s a screenshot from Tesla’s press launch exhibiting each manufacturing and gross sales:

We wrote about expectations for Tesla gross sales a few occasions prior to now week. In one article, I centered on Troy Teslike’s estimate that there could be 441,000 gross sales, but additionally talked about the Wall Road consensus of 448,000 gross sales. Within the headline, I added a bit fudge room and put the vary of expectations at 440,000–450,000. In a second article, Peter McGuthrie regarded a bit extra broadly at Wall Road analyst expectations. At that time, the FactSet consensus was at about 445,000, however he additionally talked about that Piper Sandler was forecasting 469,000 gross sales. Properly, most of Wall Road was far off the mark, however Piper Sandler just about nailed it. Tesla soared above the consensus and delivered 466,140 automobiles within the second quarter. This was regardless of quarter-end stock being up fairly a bit in america.

Let’s look extra intently at what this implies for Tesla’s long-term gross sales developments.

This primary and most simple chart reveals Tesla’s quarterly gross sales from the start of Mannequin S gross sales in 2012 via the second quarter of 2023. It reveals that slightly than decelerate prior to now quarter, the expansion in deliveries was stronger than it had been within the first quarter. Additionally, it simply clearly reveals an nearly completely continuous rise in Tesla gross sales over time. In actual fact, the expansion in gross sales from Q1 2023 to Q2 2023 is just like complete gross sales within the second quarter of 2018, simply 5 years in the past.

This line graph then reveals the mannequin numbers Tesla shares in one other quarterly visualization. Tesla combines Mannequin 3 and Mannequin Y gross sales (one thing nearly all of us want it might cease doing now that it’s a mature and profitable firm) and Mannequin S and Mannequin X gross sales (similar). In any case, it reveals a steep, regular rise in Mannequin 3 plus Mannequin Y gross sales, and a stagnant low degree of gross sales from the far more costly Mannequin S and Mannequin X.

Estimating a full break up of these 4 fashions, I give you the road graph above. On this case, Mannequin 3 gross sales have been rising very mildly, whereas Mannequin Y gross sales have dominated the corporate’s development and continued to be fairly sharp in latest quarters — although, they might be getting a bit bit softer of their development and tending towards a “leveling off” course. In fact, that is simply an estimate. We don’t have official firm numbers on this case. Tesla Mannequin 3 gross sales could possibly be rising a bit extra and Mannequin Y gross sales could possibly be leveling off extra, or Mannequin 3 gross sales might not be rising in any respect and Mannequin Y gross sales could also be rising extra sharply. What we do know is that the Mannequin Y was one of the best promoting vehicle mannequin on the earth within the first quarter, and, extra doubtless than not, it was within the second quarter as nicely. (RIP, Toyota Corolla and Ford F-150.)

This subsequent chart visualizes the identical information as the road graph above it. It’s simply one other option to examine, visually, the model-specific development. Moreover, for the reason that gross sales totals are stacked, you’ll be able to see the identical sample as that authentic bar chart exhibiting complete Tesla quarterly gross sales — it simply begins a bit later in time, not extending all the best way again to the primary quarter of Mannequin S gross sales in 2012.

For the subsequent 4 charts, we’ll shift to cumulative gross sales, earlier than returning to quarterly gross sales in a last, interactive chart or sequence of charts.

Beginning with total Tesla gross sales, we’ve this chart exhibiting cumulative Tesla gross sales from quarter to quarter beginning within the firm’s first quarter of Mannequin S gross sales. It’s nearly an ideal chart demonstrating exponential development — nearly like a demonstrative chart in an economics textbook. Discover me a greater real-world chart demonstrating disruptive tech development.

This subsequent chart reveals cumulative Mannequin 3 and Mannequin Y gross sales mixed, however with the Mannequin Y’s cumulative gross sales on prime within the darker blue colour.

Right here’s a glance solely at cumulative Mannequin Y gross sales.

And right here’s a glance solely at cumulative Mannequin 3 gross sales.

Final however not least, I’ve bought an interactive chart exhibiting every mannequin’s quarterly gross sales over time. You simply should click on on the mannequin’s title to see its quarterly gross sales chart. Beneath this interactive chart, there’s additionally an interactive model of the 4th chart from the highest. Sadly, these interactive charts usually aren’t seen or aren’t simple to make use of and see on cell gadgets. So, to get full enjoyment (or maybe any enjoyment) out of those interactive gross sales charts, soar onto a traditional pc in case you are merely on a telephone proper now.

So, Tesla demonstrated sturdy car gross sales development but once more, because it has achieved from one quarter to the subsequent nearly repeatedly for the previous 11 years. It is a formidable feat by any measure.

Will Tesla gross sales shock positively once more within the third quarter? We’ll see. Within the meantime, tell us what you consider Tesla’s second-quarter gross sales in addition to its massive beat of Wall Road (and our) expectations.

All charts created by Zach Shahan | CleanTechnica.

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