Tesla is a long way from being in disorder, but there is no denying that Tesla management has recently been alarmed by a number of issues. Just a few weeks ago, for example, Tesla announced that it would close most of its physical stores and return shortly thereafter. In addition, some of the pricing schemes and available vehicle configurations offered by Tesla seem to tend to change without any rhyme or reason.
To sustain this trend, a new report from Electrek relays that Tesla may bring frees compressor access for new acquisitions as part of a wider effort to increase sales. If you remember, Tesla ended its free supercharger program for all new purchases last September.
Although nothing has yet been made official, the report suggests that an announcement might follow shortly. It is not surprising that this is not a permanent dispute. On the contrary, it will supposedly be available only to people who make purchases towards the end of the quarter.
According to the persons who are familiar with the matter, Tesla offers owners free charge with their current vehicles if they are classified as grandfather. If you buy a new model S or a new model X, you will receive three years a free unlimited charge if you order by the end of the quarter and accept the delivery.
The unfortunate aspect of this is that Tesla feels immense pressure to calm down investors on Wall Street who could have been avoided if Elon Musk had not made the habit of making ambitious production and sales pledges, that were ultimately too difficult to sustain. At this point, investors are demanding strong sales and profits, and anything that undermines Tesla's efforts in this regard is now boosting Tesla's stock.
Tesla seems to hold up well despite Musk's recent comments will not bring any profit this quarter. Looking ahead, however, Tesla sees a significant increase in revenue as Roadster, Tesla Semi, and Model Y become available. Usually, the only question is whether Tesla can deliver the mentioned vehicles on time.
Tesla, as usual, is pushing hard to increase deliveries before the end of the quarter. BusinessInside yesterday released an internal email that Musk sent to company employees, urging them to make vehicle delivery their "primary priority."
Musk's email is as follows:
In the last ten days For the quarter, priority is given to helping with vehicle deliveries. This applies to everyone. For the challenges, this is a good thing, since we built the cars and people bought the cars, so we just have to bring the cars to their new owners!
What made this particularly difficult is that at the same time, Europe and China are experiencing the same massive increase in supply as in North America last year. At some locations, the delivery rate is more than 600% above the previous high! This was exacerbated by the lack of suppliers for EU specifications and an error in printing labels in China, which has only been resolved in recent weeks.
North America is also under stress as the last month of this quarter is almost all North America is building. In addition, during the first two weeks of the march, most cars from our California factory were sent to the East Coast to ensure their arrival before the end of the quarter.
The net result is a massive wave of deliveries needed throughout Europe, China and throughout China North America. This is the biggest wave in the history of Tesla, but it is primarily a function of our first delivery of production cars on two continents at the same time and will not be repeated in the following quarters.