Rivian Q2 Delivery and Production Numbers

[mkg3]

Guesses?

I'll open with 9,800 delivered and 13,000 produced.

Tesla just reported 466k delivered (vs whisper expectation of 448K), and produced 479k+ (vs 471K expectations).

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[Guy]

13-14k is reasonable production estimate given the EDV line is back up and they need around 3.5k a quarter now. R1 will hopefully ramp up fro. The last two quarters which have been fairly flat.
Deliveries will lag by a couple of thousand as is typical due to timing/logistics.
If they do this sort of number then the market should be happy and more importantly it will demonstrate progress and that the 50k target is doable (and able to be surpassed).

 

[Sharpobjects4321]

13-14k is reasonable production estimate given the EDV line is back up and they need around 3.5k a quarter now. R1 will hopefully ramp up fro. The last two quarters which have been fairly flat.
Deliveries will lag by a couple of thousand as is typical due to timing/logistics.
If they do this sort of number then the market should be happy and more importantly it will demonstrate progress and that the 50k target is doable (and able to be surpassed).

DAMN GUY! HIT IT ON THE HEAD

 

[Guy]

DAMN GUY! HIT IT ON THE HEAD

Thanks - I am impressed the gap between production and deliveries was c. 1300 which is a lot less than before even with greater volumes.

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