Part 4/10:
Industry analysts, such as Troy from the Tesla community, predict that it may take approximately five quarters before we see a clear flattening of delivery waves, which impact quarterly financials. Nevertheless, the final data indicates that Tesla's quarterly deliveries outperformed expectations, reinforcing strength in both Europe and China.
Corporate Strategy and Cost Leadership
Financial firms like Morgan Stanley underscore Tesla’s strategic advantages, emphasizing its ability to scale costs efficiently and prepare for aggressive expansion. Morgan Stanley notes that Tesla is well-positioned to leverage cost leadership—a critical factor in competing within the EV industry, which is expected to face inevitable price deflation over time.