The panic occurred within Tesla's circles on Wednesday when Dominion Cross-Sell, a sales reporting company, delivered an annual report showing that Tesla's records in California's ever important EV state fell 46.5%. That is a massive decline, but as others have pointed out, it is not the final image.
Twitter user Alter Viggo correctly indicates that the sales report analyzes the registration data in California to provide a snapshot of Tesla's hopes in the state. This is very different from looking at deliveries. California reports records approximately 2 to 4 weeks after delivery. As was the case last year in the report, most Tesla deliveries in December occurred in the last two weeks of the month.
Therefore, this aspect is not exactly accurate. Yes, the paper records are down, but only because the deliveries occurred too late. In January, we will see that the figure shoots up, as it did from 2018 to 2019, which Dominion Cross-Sell showed in the snapshot of last year.
The Twitter user continues to point out long wait times for Tesla vehicles in California as further evidence of high demand, but leaving that aside, numbers and processes tell the story: this is not really a big problem.
Tesla delivered ain the fourth quarter, which helped . However, we will know the real picture once the automaker reports its fourth-quarter earnings in the near future. Tesla did not immediately respond to a request for comment.