It’s not okay to just sell the car and not make money.
text | Dazhuang Travel
New Intelligent Driver Note, Tesla official news said that in the third quarter of 2019, the company delivered "about 97,000" electric vehicles worldwide, slightly exceeding the 95,356 delivery record set in the previous quarter, and much higher than the 83,500 units in the same period last year. After three quarters, Tesla's delivery volume has risen to 255,000 units this year, meaning the company surpassed the full year of 2018 in just three quarters.
However, this also means that if Tesla wants to reach the lowest line set at the beginning of the year (completed the delivery task of 360,000-400,000 units in 2019), it will have to make a desperate move in the last quarter, increasing the delivery volume for a single quarter to at least 105,000 units. Fortunately, the Shanghai Super Factory is about to be put into production, which should help Elon Musk relieve a lot of pressure. Although
has a new delivery record, the delivery result of 97,000 units is still slightly lower than Wall Street's expectations (99,000 units), and the milestone of 100,000 units delivered by Musk in a single quarter has not been achieved.
It should be noted that Tesla also claimed in the press release that the data released this time is a bit conservative because the cars counted in the delivery volume must go through all the procedures. So the final delivery figure may be higher than 0.5% or more .
In addition to delivering numbers, Tesla also announced that a total of 96,155 electric vehicles were off the production line in the third quarter, which also made another history.
However, of these 97,000 vehicles delivered, 79,600 are Model 3. , that is, in this quarter, only 17,400 units were sold, which was lower than the 17,650 units in the last quarter. The "affordable" product of Model 3 is obviously not as profitable as its own brother Model S/X, and sales are difficult to convert into real real money .
It is gratifying that Tesla is still strong in terms of orders, and they set another record this season, laying a solid foundation for the delivery of the final season.
For Tesla, it is indeed very important to complete the "three kills" in the order, production and delivery ends. After all, Iron Man's company started a bit slower in the first quarter of this year. At that time, even the outside world speculated that Tesla had problems on the demand side. After all, the first wave of users in North America who had taken the lead had basically obtained new cars, and it would take time to make a breakthrough in emerging markets such as Europe and China.
Although orders, production and delivery have set records, it will probably take weeks to see whether Tesla can produce a good financial report in the third quarter.
After all, the electric giant still lost $408 million while the situation last quarter was very good, while Tesla lost $702 million in the first quarter of this year. Apparently, Musk, the momentum of profitability in Q4 last year, failed to maintain.
In addition to this, Wall Street also rarely believes that Tesla will experience a slowdown in revenue, which is the first time since 2012. From this point of view, even if the cost-reduction battles in summer are quite good, it is probably difficult for Musk to lead Tesla to make profits .
Q3 As soon as the delivery and production data came out, investors could not hide their disappointment, and Tesla's stock price fell by more than 6% in after-hours trading on Wednesday.
Intelligent Summoning Light was criticized
In addition to various milestones in hardware, Tesla recently pushed the latest V10.0 software to users. Users can not only find various streaming video services on the central control large screen, but also listen to music and play games.
However, the most popular one is probably the new "smart summoning" function. In just a few days, Tesla owners around the world used the 550,000 intelligent summoning function. Unfortunately, this feature has been widely complained by Tesla owners due to its various immaturity.
Although the smart summoning function is extremely powerful in publicity, Tesla still tells users that if you want to use this function, you must first make sure that you are within 200 feet of the vehicle, and at the same time, you must be able to clearly see your car. , like Autopilot, Tesla also reminds users to monitor their cars and their surroundings at all times, "especially fast moving people, bicycles and cars" .
, a new feature that has become popular, has also attracted the attention of regulatory authorities. NHTSA said on Wednesday this week that they have received reports on Smart Summoning and are actively contacting Tesla to collect necessary information. Security is the number one priority of NHTSA, and they will act immediately if security flaws are found.
Talent loss has never stopped
Although the news of talent acquisition was exposed yesterday, Tesla may not have lost as quickly as it has been.
In the third quarter of this year, Tesla even lost its own CTO JB Straubel. Jan Oehmicke, vice chairman of Europe operations, Stuart Bowers, vice chairman of engineering, and Sanjay Shah, senior vice chairman of energy operations, also "departed".
Tesla has suffered serious talent loss, but in fact it is no longer a new topic.
Coincidentally, Tesla has encountered the continuous loss of key technicians in autonomous driving this year. Previously, Jim Keller, vice president of the autonomous driving business, resigned to join Intel, while chief engineer Doug Field returned to Apple to engage in projects related to autonomous driving technology.
So, the question is why Tesla's talent loss has never stopped?
According to Xinzhijia, a Tesla executive who has left has made a reason to find it difficult to accept the long-term high-pressure Tesla company culture created by Musk. Musk has been exploring how to make Tesla grow into an industry giant while keeping the startup flexible and efficient (the two are actually natural conflicts).
For example, in addition to working more than 100 hours a week with practice, out of a strong sense of crisis, Musk has also been deliberately creating a company culture that goes all out at all costs and urges all employees to maintain an entrepreneurial mindset.
Tesla's position as a leader in the smart electric vehicle industry has indeed not encountered any resistance in attracting talents. A large number of talents from top companies in the Internet and automotive industries such as Apple, Google, Toyota , Mercedes-Benz joined Tesla, so-called "changing the world together."
But it is difficult for them to understand that a company that has been established for fourteen years is still facing huge workload, poor employee benefits, and even chaos and disorder within a controllable range - the elements that all startups have, and it is not necessary to be surprised when Tesla appears.
For example, Chris Lattner, the former senior director of Apple's developer department and father of Swift who resigned after joining Tesla for 6 months, said this when recalling Tesla's career: (At Tesla) I worked hard and I also gained a lot. I still believe in Tesla's mission and am optimistic about the Autopilot team that takes a unique technical route. But I don't seem to be very co-starring with Tesla.
Chris is a dual-produced owner of Model S and Model 3. He once publicly claimed that he was a die-hard fan of Tesla. When he joined Tesla, he commented that Autopilot was a "very important and very difficult" technical challenge. But in the end, he left Tesla because he was "not very co-starred".
His next stop was Google after Apple Silicon Valley Another company with the best employee benefits and satisfaction levels.
In fact, Jack Ma once said: "The company's personnel loss is serious, and there are only two points. First, the money is not given in place; second, the boss has caused the employees to be wronged."
For Tesla, which reason do you think will be more?
