$Tesla (TSLA.US)$ reported its year-end vehicle production and delivery numbers for 2022 on Monday, falling behind Wall Street estimates by about 3%.
The company founded by Elon Musk delivered around 1.31 million vehicles last year, or 40% growth compared to the units delivered during 2021.
In a historical first, the company surpassed 400,000 vehicles delivered in a single quarter during the fourth quarter.
"We continued to transition towards a more even regional mix of vehicle builds which again led to a further increase in cars in transit at the end of the quarter," Tesla said in a statement.
Early Reactions To Tesla's Q4 Deliveries: Gary Black, managing partner of The Future Fund, said on Twitter there is no way to sugarcoat the fact that Tesla missed a consensus on delivered units for the fourth quarter. Tesla delivered 405,000 units against a consensus estimate of between 418,000 and 427,000.
"Is the miss due to a change to a more even regional mix of builds or are there demand issues?" said Black.
No way to sugar coat this but it fuels the debate again: Is the miss due to a change to a more even regional mix of builds or are there demand issues? Analysts will reduce 2023 vol and eps as a result of this. TSLA can't talk about any of this until the Jan 25 earnings print. pic.twitter.com/5s31huCCML
— Gary Black (@garyblack00) January 2, 2023
Wedbush analyst Dan Ives said that "while bulls will not be super happy," he believes the fourth quarter saw relatively good performance in a tough backdrop.
For the analyst, the fourth quarter results came in above the worst-case fears of not reaching 400,000 delivered units "in a jittery macro" environment, the analyst said in a tweet.
TSLA announces 4Q 405k deliveries missing Street's 418k. Lot of moving parts but overall would call this better than worst case fears (above 400k) in a jittery macro. While bulls will not be super happy we believe this was a relatively good performance in tough backdrop.
— Dan Ives (@DivesTech) January 2, 2023
Investor and influencer Kevin Paffrath, best known as Meet Kevin, said that "not many companies grow like this during recessions" and called the results "incredible growth during a difficult year."
Tesla production up 47.2% year/year
Tesla delivers up 40.33% year/year
Incredible growth during a difficult year. Not many companies grow like this during recessions! Great job team @Tesla and @elonmusk $TSLA pic.twitter.com/dxlmtau0qQ
— Meet Kevin (@realMeetKevin) January 2, 2023
The investor added that a 3.7% miss on estimates is not a "huge miss" as other commentators have said.
Benzinga's Take: The Chinese market will play a substantial role in demand for Tesla vehicles in the years to come and could be the moving piece that makes or breaks Tesla's demand health.
特斯拉周一,纳斯达克代码:TSLA公布了2022年的年终汽车产量和交付量,比华尔街的预期低了约3%。
这家由埃隆·马斯克创立的公司去年交付了约131万辆汽车,与2021年的交付量相比增长了40%。
该公司在第四季度单季度交付的汽车就超过了40万辆,这是历史性的第一次。
特斯拉在一份声明中表示:“我们继续向更均匀的地区车辆组合过渡,这再次导致本季度末运输中的汽车数量进一步增加。”
对特斯拉第四季度交付的早期反应:加里·布莱克,管理合伙人未来基金,在推特上表示,特斯拉未能就第四季度交付的汽车数量达成共识,这一事实无法美化。特斯拉交付了40.5万辆,而市场普遍预期为41.8万至42.7万辆。
“未能达到预期是因为改变了更均匀的地区性构建组合,还是存在需求问题?”布莱克说。
没有办法粉饰这一点,但它再次引发了辩论:未能达到预期是因为改变了更均匀的地区性建筑组合,还是存在需求问题?分析师将因此降低2023年的VOL和EPS。在1月25日发布财报之前,特斯拉不能谈论这些事情。Pic.twitter.com/5s31huCCML
-加里·布莱克(@garyBlack00)2023年1月2日
韦德布什分析师丹·艾夫斯他说,尽管多头不会超级高兴,但他认为第四季度在艰难的背景下表现相对较好。
这位分析师在推特上表示,对于这位分析师来说,第四季度的业绩超出了最糟糕的担忧,即在一个紧张的宏观环境下,无法达到40万台的交付数量。
特斯拉宣布4Q 405K送货失踪街的418K。有很多活动部件,但总体而言,这比紧张不安的宏观中的最坏情况恐惧(超过400K)要好。虽然多头不会特别高兴,但我们相信这是在艰难的背景下相对较好的表现。
-丹·艾夫斯(@DivesTech)2023年1月2日
投资者和影响者凯文·帕弗拉斯最著名的名字是Meet Kevin,他说“没有多少公司在经济衰退期间像这样增长”,并称其结果是“在困难的一年实现了令人难以置信的增长”。
特斯拉产量同比增长47.2%
特斯拉年交货量增长40.33%
在困难的一年里取得了令人难以置信的增长。在经济衰退期间,像这样增长的公司并不多!干得好@特斯拉和@伊隆穆斯克$特斯拉pic.twitter.com/dxlmtau0qq
-见见Kevin(@realMeetKevin)2023年1月2日
这位投资者补充说,对预期的3.7%的未达到预期并不像其他评论人士所说的那样是一个“巨大的未达到预期”。
本辛加的观点:中国市场将在未来几年对特斯拉汽车的需求发挥重要作用,并可能成为决定特斯拉需求健康与否的重要因素。