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Wassym/RivianTrackr Confirms Employees Getting R2 in April

Gen(R3)Xer

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Leasing Model 3 until R3X comes out, but now I have an R2 reservation as well.
This was posted to X by Wassym of Rivian and reposted by RivianTrackr:

Rivian employees getting R2’s in April. Customers more than likely getting them in June.

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DuoRivian

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They are cutting their customer deliveries by end of first half 2026 commitment right. I had expected them to under promise and over deliver with an April or May customer (not employee) delivery start.
 

midnightscavenger

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They are cutting their customer deliveries by end of first half 2026 commitment right. I had expected them to under promise and over deliver with an April or May customer (not employee) delivery start.
I’m actually glad they are getting it to the employees first. Selfishly, I want them to shake out any issues - but it’s also a good perk for being a Rivian employee.
 

DuoRivian

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I’m actually glad they are getting it to the employees first. Selfishly, I want them to shake out any issues - but it’s also a good perk for being a Rivian employee.
I completely agree with getting it to employees first but had hoped that would be Q1 to allow an early or mid Q2 delivery for consumers rather than very late in June
 

midnightscavenger

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I completely agree with getting it to employees first but had hoped that would be Q1 to allow an early or mid Q2 delivery for consumers rather than very late in June
Me too!!! I’m excited for the R2 and it can’t come soon enough. I’m hoping to be able to get the LE (Day 1 reservation), but not a current Rivian owner so if I can’t get the LE, I’ll wait for the new hardware stack.
 

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Just Passing By

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They are cutting their customer deliveries by end of first half 2026 commitment right. I had expected them to under promise and over deliver with an April or May customer (not employee) delivery start.
Are they defaulting on their commitment if they deliver customer vehicles in June? Seems like they have so few SKUs they can just build for inventory in Launch Green with Black Crater Signature interior and not need to wait for a customer configuration, because what would be left to configure. They would sell everything they could make. If they are actually supporting more color options in early production then it makes sales straight from stock even less of an issue.

On the under-promise/over-deliver front, my swag guesstimate back on Feb 6 for R2 2026 production (not sales) numbers was 1Q-1.5k+, 2Q-6k+, 3Q-15k+ and 4Q-15k+ for 37.5k in 2026. In hindsight, I should probably drop 3Q numbers and increase 4Q numbers to reflect the second shift ramping 4Q. If employees are getting around 1600 in April, then Rivian may currently be on track for something like this, with sales numbers catching up to production numbers in the second half of the year.
 

dleepnw

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Logical delivery ramp. Who cares if actual customer deliveries slip a little.
 

DuoRivian

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Logical delivery ramp. Who cares if actual customer deliveries slip a little.
The markets would care and their credibility would be hit if they had not met the end of Q2 commitment that they had repeatedly made. On track but close at the moment.
 

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DuoRivian

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Are they defaulting on their commitment if they deliver customer vehicles in June? Seems like they have so few SKUs they can just build for inventory in Launch Green with Black Crater Signature interior and not need to wait for a customer configuration, because what would be left to configure. They would sell everything they could make. If they are actually supporting more color options in early production then it makes sales straight from stock even less of an issue.

On the under-promise/over-deliver front, my swag guesstimate back on Feb 6 for R2 2026 production (not sales) numbers was 1Q-1.5k+, 2Q-6k+, 3Q-15k+ and 4Q-15k+ for 37.5k in 2026. In hindsight, I should probably drop 3Q numbers and increase 4Q numbers to reflect the second shift ramping 4Q. If employees are getting around 1600 in April, then Rivian may currently be on track for something like this, with sales numbers catching up to production numbers in the second half of the year.
No they are not defaulting, I agree with you about the configurations and it is sensible for them to have streamlined the choices. Just that June and it sounds like mid June for customer deliveries is very close to end of Q2.
 

SANZC02

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No they are not defaulting, I agree with you about the configurations and it is sensible for them to have streamlined the choices. Just that June and it sounds like mid June for customer deliveries is very close to end of Q2.
June is end but if they start employee deliveries in April those are still deliveries and that is the beginning of Q2.

If it is like R1 was, and they said it would be, these are paid deliveries to end users and not test vehicles. The end users just happen to be employees.
 

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soysaucing

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I believe RJ will put heavy emphasis on quality for the R2, but I'll gladly let the employees take those early vehicles.
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