Q2 Delivery & Production Report (07.02.20)

➤ Tesla reports second quarter deliveries of 90,650 vehicles, and production of 82,272 vehicles, well ahead of consensus expectations
➤ Deliveries above 90,000 may indicate a profitable quarter for Tesla which would result in eligibility for S&P 500 inclusion
➤ Tesla is likely on track to achieve guidance in 2020 despite a challenging macro environment

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Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives