MO D EL 3 MIL ESTO N ES – L A ST 4 Q UA RTER

O u t s e l l i n g all H i g h e s t revenue Best i n class

competitors combined car in t h e U.S. p er fo r m an c e
 M O D E L 3 I S T H E B E S T- S E L L I N G C A R B Y R E V E N U E ( $ B
N)

Last 4 quarters in t h e U.S.

Source: E dm unds & OEM da t a

 MO D EL 3 O UTSEL L IN GA L L D IRECT CO MPETITO RS CO MB IN ED ( UN IT
S)

Last 4 quarters in t h e U.S.

Source: OEM d a t a
 T H E M O S T E N E R G Y- E F F I C I E N T I N T H E W O R L
D

Source: OEM data,

Disclaimer: Total b a t t e r y p a c k size used f o r calculation, Mercedes EQC e sti ma t e d EPA
range o f 2 2 0 miles. M od e l S & X sta nda rd range e ffi ci ency.
M O D E L S + M O D E L X : R E C O R D - B R E A K I N GR A N G
E

370 mi Bay A r e a – L A 32 5 m i
M o d e l S range O n a single c ha rg e M o d e l X range
 U N M AT C H E D R A N G E S I N C E 2 0 1
2

M o d e l S range f r o m 2012 has still n o t b ee n surpassed

Source: OEM d a t a
 V E H I C L E D E M A N D V S . S U P P LY

Qua rt er-t o -da t e , ord ers f o r ~90% o f or de rs are c o m i n g f r o m

M o d e l S, X & 3 are o u t p a c i n g p r o d u c t i o n non-reservation h ol der s
 M O D E L 3 M A R K E T P O T E N T I A L : A N A LY S I S O F T R A D E - I N
S

12%
Mid-Size P r e m i u m Sedans Global
M arket o f 1.7 Million Cars

63% 25%
N o n - P r e m i u m Vehicles O t h e r P r em i um Vehicles
Global Market o f 10s o f Millions o f Cars Global M arket o f 6.8 Million Cars

Total cos t o f o w n e r s h i p c o m p a r a b l e t o Toyota C a m r y o r H o n d a A c c o r d

 AU TO N O MY IN V ESTO R
DAY

21x faster c u s t o m - b u i l t Fea tu re c o m p l e t e 1million robotaxi-

p ro c es s i ng c h i p b y 2019 c a p a b l e cars b y 2 0 2 0
 MODEL Y REV EA
L

2.5x 3 0 0 mi Fall 2 0 2 0
Bigger segment Range Vo l u m e p r o d u c t i o n
than Model 3
 G I G A FA C T O R Y
1

Wo r l d ’s l a rg es t Lowest cost A l m o s t h al f o f g l o b a l EV
Battery factory per kWh battery production

Source: EV-volumes.com
 G I G A FA C T O R Y S H A N G H A
I

E n d o f 2019 150k M o d e l 3s
Vehicle p r o d u c t i o n b eg i ns First phase c a p a c i t y p e r year
G I G A FA C T O R Y E U R O P E

A c t i v e search f o r a Eu ro pean l o c a t i o n
 TESL A EN ERG
Y

2 x s t o ra g e g r o w t h 1 G W h e n e rg y s t o r a g e Solar R o o f c u r r e n t l y
C o m p a r e d t o 2018 d e p l o y e d in 2018 i n s t al l i n g in 8 States
 V 3 SUPERCHA RGER: 75 MIL ES IN 5 MI
N

4 5 0 + sites 7 0 0 + sites 3 5 0 + sites

Europe & M i d d l e East North America Asia
 U N M AT C H E D P R O D U C T L I N E U
P

Model Y C y b e r p u n k Truck Semi

B ATTERY & PO W ERTRA IN IN V ESTO R
DAY

Coming soon
CERTAIN STATEMENTS I N THIS PRESENTATION, I N C L U D IN G STATEMENTS R ELATING TO FUTUR E P R O DU C T SALES, DELIVERIES A N D
P R O DU C T IO N , P O T E N T I A L M A R K ET S F O R V EHIC LE SALES, A N D EXPECTED TIMELINES A N D FEATURES O F P R ODUC TS A N D SERVICES, A R E
“ F O RWA R D - L O O K I N G STATEMENTS ” TH AT A R E S UB JECT TO RISKS A N D UNC ERTAINTIES. THESE F O RWA R D - L O O K I N G STATEMENTS A R E B A S E D
O N M A N A G E M E N T ’ S CURRENT EXPECTATIONS, A N D A S A RESULT O F CERTAIN RISKS A N D UNCERTAINTIES, A C T U A L RESULTS M AY DIF FER
M ATER IA LLY F R O M THOS E PROJECTED.

N U M E R O U S FACTORS INCLUD ING , W I T H O U T LIMITATION, THE RISK O F DELAYS IN THE M A N U FAC T U R E , P R O D UC T IO N , DELIVERY A N D / O R
C O M P L E T I O N O F O U R PRODUCTS, FEATURES A N D SERVICES; THE A B I L I T Y O F T E S L A TO DESIGN A N D G R O W SIMULTANEOUS A N D SEPARATE
M A R K E T ACCEP TA NCE O F A N D D E M A N D F O R O U R C UR R ENT A N D F UTUR E PRODUCTS; THE A B I L I T Y O F SUPPLIERS TO MEET Q U A L I T Y A N D
PART DELIVERY EXPECTATIONS AT INC R EA S ING VOLUMES ; A N Y FAILURES B Y T E S L A PR ODUC TS TO P ER FOR M A S EXP EC TED O R IF P R O D U C T
R E C AL L S OCCUR; TESLA’S A B I L I T Y TO C O N T I N U E TO REDUC E O R C O N T R O L M A N U FA C T U R I N G A N D OTHER COSTS; CONSUMER S’ W I L L I N G N E S S
TO A D O P T ELECTRIC VEHICLES; C O M P E TIT IO N I N THE A U TO M O T I V E A N D ENERGY P R O D U C T MARKETS ; TESLA’S A B I L I T Y TO ESTABLISH,
M A I N TA I N A N D STRENGTHEN THE T E S L A B R A N D ; TESLA’S A B I L I T Y TO M A N A G E F UTUR E G R O W T H EFFECTIVELY; THE U N AVA ILA B IL ITY,
R E D U C T I O N O R E L I M I N AT I O N O F G O V E R N M E N T A N D E C O N O M I C INC EN TIV ES F O R ELECTRIC VEHICLES A N D ENERGY PRODUCTS; TESLA’S
A B I L I T Y TO ESTABLISH, M A I N TA I N A N D STR ENGTHEN ITS R ELATIONSHIP S W I T H STRATEGIC PARTNERS; TESLA’S A B I L I T Y TO M A I N TA I N
SCHEDULES, O U T P U T A N D COST ESTIMATES F O R O U R M A N U FA C T U R I N G FACILITIES; A N D TESLA’S A B I L I T Y TO EXEC UTE O N O U R STRATEGY F O R
SERVICE CENTER, SUPERCHARGER A N D OTHER L O C AT I O N S A N D C APAB ILITIES, A S W E L L A S RISKS ID ENTIF IED U N D E R THE S ECTIONS
C A P T I O N E D “ R IS K FA C TO R S ” I N O U R A N N U A L A N D QUARTER LY REPORTS O N FOR MS 10-K A N D 1 0-Q F ILE D W I T H THE SECURITIES A N D
E X C H A N G E COMMISSION, C O U L D C AUS E A C T U A L RESULTS TO DIF FER MATER IA LLY F R O M THOSE I N THE F O RWA R D - L O O K I N G STATEMENTS.
T E S L A DIS CLAIM S A N Y O B L I G AT I O N TO UPDATE I N F O R M AT I O N C O N TA I N E D I N THESE F O RWA R D - L O O K I N G STATEMENTS W H E T H E R A S A
RESULT O F N E W I N F O R M AT I O N , F UTURE EVENTS, O R OTHERWISE.