Gary Black Calls Tesla's Move To Release Delivery Estimate Data 'Highly Unusual:' Says Delivery Shortfall Could Coincide With Robotaxi Announcement

Core Viewpoint - Tesla Inc. has made an atypical move by preemptively releasing quarterly delivery estimates, which has raised eyebrows among analysts and investors [1][2]. Group 1: Delivery Estimates - Tesla's delivery estimates for the fourth quarter are around 423,000, which is below the analyst consensus of approximately 445,000 [2][4]. - Out of the predicted 423,000 deliveries, over 388,000 are expected to be from Model Y and Model 3 sales [3]. Group 2: Analyst Insights - Gary Black, a managing director at The Future Fund LLC, described the release of delivery estimates as "highly unusual" for Tesla, indicating a strategic intent behind the move [2][4]. - Gene Munster from Deepwater Asset Management has predicted that Tesla's deliveries may fall short of expectations, estimating around 415,000 deliveries due to challenges such as the end of the Federal EV Credit [6]. Group 3: Potential Announcements - The release of delivery estimates may coincide with a significant announcement from Tesla, potentially regarding the removal of safety monitors from Robotaxis in Austin [4][6]. - Tesla has been conducting driverless testing operations for its Robotaxi in Austin, which could be linked to the anticipated announcement [5].