• The analyst consensus was 444K
  • The whisper number was 481K

The Federal US EV credit expired on September 30 so this will be the last set of data that benefits from it. The real demand test will be in Q4 but the market is valuing the company more on robotics and robotaxis more than autos at this point.

Tesla reports:

In the third quarter, we produced over 447,000 vehicles, delivered over 497,000 vehicles and deployed 12.5 GWh of energy storage products – a record for both deliveries and deployments.
Thank you to all our customers, employees, suppliers, shareholders and supporters who helped us achieve these results.
ProductionDeliveriesSubject to operating lease accounting
Model 3/Y435,826481,1662%
Other Models11,62415,9337%
Total447,450497,0992%
Source: Investing Live