$Tesla (TSLA.US)$ 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 $TSLA pic.twitter.com/dxlmtau0qQ
— Meet Kevin (@realMeetKevin) January 2, 2023
The investor added that a 3.7% miss on estimates is not a "huge miss" as other commentators have said.
Benzinga's Take: The Chinese market will play a substantial role in demand for Tesla vehicles in the years to come and could be the moving piece that makes or breaks Tesla's demand health.
特斯拉週一,納斯達克代碼:TSLA公佈了2022年的年終汽車產量和交付量,比華爾街的預期低了約3%。
這家由埃隆·馬斯克創立的公司去年交付了約131萬輛汽車,與2021年的交付量相比增長了40%。
該公司在第四季度單季度交付的汽車就超過了40萬輛,這是歷史性的第一次。
特斯拉在一份聲明中表示:“我們繼續向更均勻的地區車輛組合過渡,這再次導致本季度末運輸中的汽車數量進一步增加。”
對特斯拉第四季度交付的早期反應:加裡·布萊克,管理合夥人未來基金,在推特上表示,特斯拉未能就第四季度交付的汽車數量達成共識,這一事實無法美化。特斯拉交付了40.5萬輛,而市場普遍預期為41.8萬至42.7萬輛。
“未能達到預期是因為改變了更均勻的地區性構建組合,還是存在需求問題?”布萊克說。
沒有辦法粉飾這一點,但它再次引發了辯論:未能達到預期是因為改變了更均勻的地區性建築組合,還是存在需求問題?分析師將因此降低2023年的VOL和EPS。在1月25日發佈財報之前,特斯拉不能談論這些事情。Pic.twitter.com/5s31huCCML
-加裡·布萊克(@garyBlack00)2023年1月2日
韋德布什分析師丹·艾夫斯他說,儘管多頭不會超級高興,但他認為第四季度在艱難的背景下表現相對較好。
這位分析師在推特上表示,對於這位分析師來說,第四季度的業績超出了最糟糕的擔憂,即在一個緊張的宏觀環境下,無法達到40萬臺的交付數量。
特斯拉宣佈4Q 405K送貨失蹤街的418K。有很多活動部件,但總體而言,這比緊張不安的宏觀中的最壞情況恐懼(超過400K)要好。雖然多頭不會特別高興,但我們相信這是在艱難的背景下相對較好的表現。
-丹·艾夫斯(@DivesTech)2023年1月2日
投資者和影響者凱文·帕弗拉斯最著名的名字是Meet Kevin,他說“沒有多少公司在經濟衰退期間像這樣增長”,並稱其結果是“在困難的一年實現了令人難以置信的增長”。
特斯拉產量同比增長47.2%
特斯拉年交貨量增長40.33%
在困難的一年裡取得了令人難以置信的增長。在經濟衰退期間,像這樣增長的公司並不多!幹得好@特斯拉和@伊隆穆斯克$特斯拉pic.twitter.com/dxlmtau0qq
-見見Kevin(@realMeetKevin)2023年1月2日
這位投資者補充說,對預期的3.7%的未達到預期並不像其他評論人士所說的那樣是一個“巨大的未達到預期”。
本辛加的觀點:中國市場將在未來幾年對特斯拉汽車的需求發揮重要作用,並可能成為決定特斯拉需求健康與否的重要因素。