Part 6/12:
Addressing the question of delivery figures not exceeding 430,000 units last quarter, analysts suggest that the weakness in the US and potentially Europe sales could be factors. For example, weaker sales in the United States may be offsetting gains elsewhere.
Notably, Tesla's weekly delivery trend remains strong, with recent weeks surpassing previous records across multiple quarters—indicating resilience despite fears of a downturn. Elon Musk pointed out that the delivery wave is flattening, a typical sign of maturation rather than decline, and reflects the natural evolution of a high-growth company.
Price Adjustments and Market Strategy
Tesla recently reduced prices in various regions: