Tesla Analyst Kallo Doesn’t See Flagging Appetite for Model 3

The transcript discusses the financial challenges faced by a car company, focusing on the delivery shortfall of the S&X models and the performance of the Model 3. It highlights the need for potential vehicle refreshes to boost demand and examines the impact of global market expansion on deliveries. The discussion also touches on the company's price target and future outlook, with an emphasis on upcoming investor events for more insights.

What was the expected delivery number for the S and X models, and what was the actual delivery number?

• Expected 15,000; Actual 17,000

• Expected 12,000; Actual 19,000

• Expected 19,000; Actual 17,000

• Expected 17,000; Actual 12,000

What was the delivery target for the Model 3, and how did it perform?

• Target 50,000; Met expectations

• Target 55,000; Exceeded expectations

• Target 60,000; Exceeded expectations

• Target 40,000; Fell short

What is one of the challenges mentioned in shipping the Model 3?

• Lack of demand

• Limited production capacity

• High shipping costs

• Shipping to multiple regions

What are some reasons for the declining demand for the S and X models?

• Limited color options

• Poor battery performance

• Lack of tax credits

• Age and price point of the cars

What is a potential solution to increase demand for the S and X models?

• Offering larger tax credits

• Introducing new color options

• Reducing the price significantly

• Refreshing the interior or design