Tesla: 1Q Issues Reduce Demand Visibility, but Long-Term Demand Still Appears Healthy
thenonconsensus.substack.com
- Tesla saw 1Q deliveries fall short of expectations, leading to demand concerns. The key question is whether this is a temporary blip or an ongoing structural issue - Based on the data we know today, I view the issues as temporary in nature and see strong longer-term demand driven by high customer satisfaction and strong market share within their existing products
Tesla: 1Q Issues Reduce Demand Visibility, but Long-Term Demand Still Appears Healthy
Tesla: 1Q Issues Reduce Demand Visibility…
Tesla: 1Q Issues Reduce Demand Visibility, but Long-Term Demand Still Appears Healthy
- Tesla saw 1Q deliveries fall short of expectations, leading to demand concerns. The key question is whether this is a temporary blip or an ongoing structural issue - Based on the data we know today, I view the issues as temporary in nature and see strong longer-term demand driven by high customer satisfaction and strong market share within their existing products