Reported product changes
Lease & financing
- The featured lease offer dropped from $649/mo to $419/mo, with the highlighted trim changing from Model 3 Performance to the base Model 3.
- A new 3.99% APR financing offer is now advertised for Model Y Performance, in the page section that previously showed Model Y L Premium starting at $61,990.
Energy storage
- Powerwall’s additional energy capacity via Powershare-capable vehicles now lists Model 3 alongside Model Y and Cybertruck (previously only Model Y and Cybertruck were listed).
Sources: Model 3 page (tesla.com) · Model Y page (tesla.com) · Powerwall page (tesla.com)
Reported product changes
Lease & financing
- The featured trim and lease offer changed from “Model 3, Lease From $419/mo” to “Model 3 Performance, Lease From $649/mo”.
Sources: Model 3 page (tesla.com)
Reported product changes
Lease & financing
- The advertised lease rate on the Model 3 page dropped from $649/mo to $419/mo.
Configurations
- The featured trim on the Model 3 page changed from “Model 3 Performance” to the standard “Model 3”.
Sources: Model 3 page (tesla.com)
Reported product changes
Lease & financing
- The Model 3 page’s headline offer changed from the base Model 3 leasing from $419/mo to the Model 3 Performance leasing from $649/mo.
- The Model Y page no longer advertises the 1.99% APR financing offer that was previously featured.
Configurations
- The Model Y page’s headline now promotes a “Model Y L Premium” configuration starting at $61,990, where it previously featured the standard Model Y.
Sources: Model 3 page (tesla.com) · Model Y page (tesla.com)
+4.65% to $370.59 from $354.11
What moved TSLA
- Tesla delivered 486,532 vehicles in the third quarter, down about 2.1% from a year earlier but roughly 25,000 vehicles above Wall Street’s consensus estimate of around 462,000.
- The company said it produced more than 464,000 vehicles and deployed 13.7 gigawatt-hours of energy storage products during the quarter.
- Deliveries rose 1.3% from the second quarter’s 480,126 vehicles, with Model 3 and Model Y accounting for the bulk of the total.
- Shares climbed about 5% in Friday trading on the delivery beat.
Sources: Electrek · CNBC · The Motley Fool · Yahoo Finance
Reported product changes
Lease & financing
- Model 3 lease pricing dropped from “Lease From $429/mo” to “Lease From $419/mo”
- Model Y page now advertises “1.99% APR Available” as a financing offer
Configurations
- Model Y’s listed center touchscreen size changed from 15.4“ to 16“
Sources: Model 3 page (tesla.com) · Model Y page (tesla.com)
Reported product changes
Configurations & Pricing
- A new “Model Y L Premium” trim is now listed, starting at $61,990.
Incentives & Financing
- The previously advertised 1.99% APR financing offer is no longer shown.
- Promotional messaging switched from a trade-in offer (2,000 free Supercharging miles) to a “Business Tax Deduction Available Through Section 179” offer.
Sources: Model Y page (tesla.com) · Cybertruck page (tesla.com)
Reported product changes
Pricing & configurations
- The featured trim changed from “Model 3 Performance” to “Model 3 Premium,” with the advertised lease price dropping from $649/mo to $429/mo.
Configurations
- The featured trim label changed from “Model Y Premium” to “Model Y,” while the 1.99% APR financing offer remained in place.
- The promoted offer changed from a Section 179 business tax deduction (“Learn More”) to a trade-in incentive of 2,000 free Supercharging miles (“Get a Trade-In Estimate”).
Sources: Model 3 page (tesla.com) · Model Y page (tesla.com) · Cybertruck page (tesla.com)
Reported product changes
Configurations/Trims
- The page header changed from “Model 3 Premium & Performance” to “Model 3 Performance,” dropping the Premium trim reference from the heading
- The page header changed from “Model Y” to “Model Y Premium”
Lease & financing
- The advertised financing offer changed from “1.49% APR Available” to “1.99% APR Available”
Sources: Model 3 page (tesla.com) · Model Y page (tesla.com)
Reported product changes
Configurations & Lease Pricing
- The page’s featured trim changed from “Model 3” to “Model 3 Performance,” with the advertised lease rate rising from “Lease From $419/mo” to “Lease From $649/mo”
Sources: Model 3 page (tesla.com)