Part 4/11:
While positive year-over-year growth is evident, there is acknowledgment of a potential quarter-over-quarter decline. Expectations are that Tesla’s Q1 deliveries (around 430,000 units) will be lower than Q4 2023’s 484,000 vehicles. This pattern aligns with industry norms, as larger automakers like Ford and GM have historically experienced seasonal dips from Q4 to Q1; Ford, for example, delivered 30% more cars in Q4 than in Q1 over the past decade.
The Impact of Production Halts
Tesla’s growth story is complicated by recent production halts, particularly in Berlin. Nonetheless, analysts suggest that as new vehicle generations ramp up production next year, Tesla will likely see explosive growth quarter-over-quarter, mirroring the company’s previous rapid expansion phases.