There are analysts and critics out there who think that Tesla Motors is slowing down, settling in, and producing far more cars than it actually sells. Oddly enough, after Tesla posted record-breaking quarterly sales numbers that surpassed even their own expectations, these analysts and critics have been mostly silent. I wonder why?
The Q2 of 2015, Tesla delivered 11,507 Model S sedans to customers, over 50% more than it sold in Q2 of 2015 and surpassing its own internal projections of 10,000 to 11,000 cars. It’s a record-setting quarter at a time when some mouthpieces for the conventional auto industry have wondered aloud if demand for the Model S is slipping. With these sales numbers, I think it’s safe to say that the Tesla Model S is in higher demand than ever before.
That doesn’t mean 2015 is going to be a completely smooth ride for the electric automaker. Despite two five-digit sales quarters in a row, Tesla is still less than halfway from meeting its goal of producing 55,000 vehicles in 2015. Even if Model S sales hold steady for the rest of the year, Tesla will still be facing a 15,000 vehicle deficiet compared to its goals.
That’s where the Tesla Model X comes in.
With over 24,000 reservations waiting in the wings and a fully-dedicated assembly line waiting to be turned on, Elon Musk and co. are depending on Model X production to meet the 2015 sales goal. While a production date has yet to be set, Musk has pointed to the third quarter of 2015 time and again as when production of the electric crossover is set to begin.
It’ll be interesting to hear what the haters have to say once the Model X finally makes it to market, if they have anything to say at all.