The Mix Of Model S And X’s Vs. Model 3’s Will Be Critical To Tesla’s September Quarter

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The Mix Of Model S And X’s Vs. Model 3’s Will Be Critical To Tesla’s September Quarter
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An Elon Musk email saying the company “has a shot” of selling 100,000 cars in the September quarter spiked the stock up almost $14 on Thursday. However, the mix between the Model S and X’s vs. Model 3’s will be critical to the actual revenue, profitability and cash flow of the company.

sent from Elon Musk to Tesla employees that said, “We have a shot at achieving our first 100,000 vehicle delivery quarter, which is an incredibly exciting milestone for our company!” This would compare to the 90,966 Tesla sold in the December 2018 quarter and the 95,356 delivered in the June quarter.

There are a few important points to keep in mind assuming Tesla sells 100,000 vehicles in the quarter with two of the biggest ones being:

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