The other day (Feb 10, 2021) Joe Rogan interviewed Elon Musk for 3 hours on his Spotify podcast (You can listen to a replay of the podcast below). They were in Texas and not California so no pot was smoked this time. The discussion began with the topic of UFOs and Alien Life, which Musk easily dismissed by observing that over the centuries tens of thousands of archaeologist have not once found a shred of evidence for alien life - e.g. a titanium cube in a pyramid - so "they must be very shy," he said, or else there is no such thing.
Over glasses of bourbon on the rocks Rogan and Musk talked about the new Roadster, which would be shipping some time in 2022. Rogan asked him how the rocket propulsion would work, and would the car be able to hover. Musk said for sure he wanted it to hover, but not more than a metre (3 - 6 feet) above the ground. "I don't want to kill anybody," he said, adding that it might wreck the suspension if it dropped from that height, but people would survive. He explained how the car would come stock with two kiddie seats in the back, but if you ordered the "SpaceX option package" that part of the car would instead contain a carbon fibre reinforced ultra high pressure tank at 10,000psi. "The license plate would flip down James Bond style and a rocket thruster would come out that gives you three tons of thrust. This thing would move like a bat out of hell," said Musk.
As for the Model S Plaid, he said they just tested it and got acceleration of 0 - 60 in 1.96 seconds. He said as delivered the new Model S Plaid would beat 7 seconds on the Nürburgring track, which is unheard of for stock cars. In practical terms Musk said that off the line from a green light, "The car will hit 60 mph before it crosses the intersection. It's insane. It's uncomfortably fast."
On the question of how people will drive the new Model S without a stalk for shifting gears Musk said that when you press the brake and then the accelerator the car would simply figure out whether you want to go backward or forward. "It looks and sees if there's an obstacle in front, in which case it would choose reverse," said Musk. If the situation is ambiguous it defaults to the inverse of whatever you started with, says Musk. This would happen when parallel parking for instance. Besides he says if you just swipe up or down on the screen it changes direction. "You'll see. Once you get rid of the stalk and have the car figure it out, it's annoying to have a stalk."
Musk then gave a quick tip: "If you just swipe down on the navigate button in any Tesla it figures out if you want to go Home or to Work and just navigates there." If it's morning time it assumes work. His basic philosophy is that the car should always know what to do. He says, "All input is error. If you have to do something, it's an error." That is: the car should always naturally know to do the right thing. If you have to intervene, then the car did something wrong.
He then told Rogan that his favourite game in the car is Polytopia, a strategy game. "That's my top recommendation for any game in the car." He said in the future, as cars become more autonomous, trips are really going to be more about entertainment. "Entertainment first, and then productivity," says Musk.
He then talked about how much he liked Austin, Texas where they are building the factory for the Cybertruck. "This is where the Tesla team wanted the factory to be. It's a mini California in Austin," says Musk. "I think Austin is going to be the biggest boom town that America has seen in half a century." The Tesla factory is only 2 miles from the airport. "We have a lot of land: 2500 acres right next to the airport."
He said they had to redesign the Cybertruck to be two or three inches smaller so it would fit into the tunnels made by his Boring Company. He predicted that volume truck production would happen in 2022 and it would have a range of something around 300 miles (~500 km). Talk then turned to aerodynamic drag for the cybertruck. Turns out the sharp angles of the truck are very bad for aerodynamics. "Air likes rounded surfaces," says Musk. But he added that having the angled cover at the rear over the truck bed makes a huge difference, and is unlike any other pickup truck where the flat bed and tailgate act like dragging a parachute behind the vehicle.
Musk then started talking about tires. He said that an airless tire was probably coming but it was a very difficult problem, all things considered.
Next they talked about vans. He said with a flat roof, and a big awning that spread out to the side they might be able to put solar panels on top, and get enough energy to provide 30 miles a day of range from the sun for free. "Capturing solar energy is all about area," says Musk. You need an area the size of a house roof to be practical for charging an electric vehicle.
Later in the program Musk got on the subject of automobile safety including seat belts and airbags. At one point Musk said, "Modern air bags are so good they will blow your mind," even suggesting that seat belts might not even be necessary. "At Tesla we have even updated the software to improve how the airbags deploy." Based on an array of sensors in the seats, he said, "We calculate if you are an adult then how much do you weigh. Are you on this part of the seat or that part. Are you a baby? Are you a toddler? We work out if it's a male or a female to a percentile probability." Tesla airbags fire differently depending on your weight, your position on the seat, and even what your gender orientation is. Musk added that airbag deployment software improvements is always included with regular over the air updates so it's always getting better. "The sophistication of airbags is crazy good," he says.
Next they talked about lithium batteries used in cars. When Rogan asked if lithium was a rare element Musk assured him that it was everywhere, one of the most common elements in the universe. He pointed out that the term 'lithium battery' is actually a misnomer because the batteries are composed mostly of either nickel or iron. Using a food analogy Musk said, "Lithium is like salt. Do you like salt on your salad? Sure. But it's not made of salt." According to Musk nickel-based batteries are more energy dense but iron-based batteries are cheaper to produce. He said Tesla's batteries contain a nickel cathode, a carbon/silicon anode and the lithium ions just trundle back and forth between the two.
Rogan and Musk continued to sip their whiskey as they moved on to the topic of climate change and what can be done. Musk's position is that since the oil supply is finite, at some point we MUST switch to more renewable sources of energy, so why not do it sooner rather than later. He did not come down hard on the oil and gas industry. Instead he promoted a carbon tax which both he and Rogan agreed was a no brainer. Musk says he has already spoken to President Biden urging him to introduce a carbon tax in the US, but Biden was not prepared to do that as it would be politically dangerous. According to Musk a carbon tax is key to solving the climate crisis because it internalizes the economic cost of burning fossil fuels for energy. He talked about his creation of an X-Prize for a viable carbon capture technology, saying that a HUGE amount of energy is always required to capture carbon. "How much wind or solar energy is required to pull carbon out of the atmosphere and make a cube of it or something, a giant cube?" he asks. "We don't actually know the answer to this question and that's why I'm giving a hundred million dollars to get a better answer."
The conversation then turned to the Model X which Musk described as the Fabergé Egg of cars and an insane exercise in hubris. "We really got carried away with that car," says Musk. He seemed somewhat embarrassed. They talked about its amazing HEPA filter system, it's crazy doors, and it's incredible stability in safety tests. He pointed to a few specifics. For instance that the gull-wing doors have specially developed ultrasonic motion sensors that are hidden so they didn't have to put the typical little round plastic pucks on the outside of the door. Also the way the seats are mounted on a rear inclined single post with all the mechanism hidden beneath the floor, "so if you open the door and look through, it's just completely clean," says Musk. "The floor is like a knife edge. There's nothing else like it." The windscreen of the Model X is like in a helicopter he says. "There's no place to attach the sun visor. So we had to create sun visors that nest in the A pillar, rotate forward with a magnetic attachment that pops out and attaches to the rear view mirror." The sound system in the Model X is designed taking into account that the windscreen acts like a giant subwoofer resonator. "The sound system is epic in the X," says Musk. "It's good in the S too. It's even better in the new S." Rogan then asked if there's going to be a plaid X and Musk said sure and bizarrely fast for an SUV, with a range of about 350 miles (560 km). You can order one now on Tesla.com for about $113,000.
The next topic of conversation was the Tesla Semi truck. Musk said that Tesla semis are already being used to move cars. "We drive them back and forth from Fremont to Reno transporting stuff." He quoted a range of about 300 miles, which he said was enough for most trips driven by trucks. You want a 500kWh battery pack in a semi said Musk, reminding Rogan that the Model S comes with a 100kWh pack. This would be accomplished by incorporating the battery packs as structural elements of the truck frame. "This definitely works one hundred percent, there's no question about it," said Musk. He also said that Tesla semi trucks will be inherently safer with a super low centre of gravity and also "with individual motors controlling the wheels the computer will automatically prevent it from jackknifing, a truck driver's worst nightmare."
The interview ended with Rogan asking Musk if he was planning to branch out into airplane design and production. Musk responded by saying his brain would explode if he did because he has so much on his plate already. He said no car company has ever expanded into "air cars." But he then spent a few minutes discussing the physics of flight, concluding that the main goal should be to get as high as possible as fast as possible, because once you are at 100,000 feet (30.5km), air density is 1% of that on the surface, which means you can go very fast using very little energy. He said the problem with combustion engines was that they needed air to burn fuel, and with the air density at altitude being 100 times less than on the surface it's very difficult to design a combustion engine that can operate over such a huge range. "It's an intractable problem," said Musk, "But if you have an electric plane it's not burning anything so it doesn't matter." Musk said that Tesla would likely do trucks and boats before they work on airplanes, "But ultimately there will be an electric vertical take off and landing supersonic jet." He said a lot of other smart people are working on it, so it will probably happen.
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In case you missed Tesla’s Q1 2025 earnings call last night, or just want to see the cliff notes, we’ve got you fully covered. While Tesla called this event a “Company Update” on their Investor Relations website, we covered all the usual aspects of a regular earnings call.
Tesla had a rough Q1, but managed to pull through even in the face of one of the most financially difficult quarters in recent memory. There’s also a lot of exciting news as Tesla shared updates and key information on some of its upcoming products.
Tesla actually started this event relatively on time, with the call beginning just seven minutes after the scheduled start time. If you prefer to listen to the call, you can listen below with the call starting at the 7 minute, 9 second mark.
FSD Supervised & Unsupervised
FSD Supervised launched in China, received positive reception.
Tesla launched FSD in China without access to country-specific data, and it is performing extremely well.
They expect this will make it easier to launch elsewhere.
FSD Supervised for Europe still on track for 2025.
FSD Unsupervised is now running Model 3, Model Y, and Cybertrucks from the production line to the outbound logistics lots at Fremont and Giga texas.
As of this quarter, FSD has been driving people in North America and China for 7.7 Million miles per day.
Tesla will consider pricing options for Unsupervised FSD vs Supervised FSD
In the meantime, Tesla plans to gradually lighten the supervision requirements
Executive team believes FSD is too cheap at $99/mo as it currently stands
Glare, Sand, Dust, Fog
Cameras are not fully blinded by glare or other obstacles
Tesla’s photon-count analysis happens before digital signal processing - the image you see on the dash may be washed out, but FSD can see fine.
Snow and Inclement Weather
These are still a challenge for scaling out to areas that experience snow.
Tesla is looking at implementing localized parameters to deal with snow or other localized conditions in the future
Not essential, but a “nice-to-have”
These parameters will be focused on improving reliability for certain tasks, like driving in snow
Waymo
Tesla doesn’t see Waymo as a challenger
LIDAR is expensive, can’t solve many problems
Pure vision is the key (along with audio now)
Tesla isn’t just doing a software solution and attaching hardware to a pre-existing vehicle, Tesla is building the vehicles ground-up with autonomy in mind
Validation is still a challenge, due to edge cases.
QA fleet is driving in Austin, and can go many days without an intervention
Difficult to tell whether improving or regressing
Deeper and broader simulation systems are being built
Seeing an intervention every 10,000 miles means they need 10,000 miles of data on average to address it
Need as much data as possible - 10,000 miles is the average distance covered by a driver in North America in a year
The executive team noted that Chinese FSD testers are doing a fantastic job testing edge cases
Unsupervised FSD & Robotaxi Fleet
Tesla is on track for the pilot launch of Robotaxi in Austin for June 2025.
These will move the financial needle in the 2nd half of 2026.
The first vehicles will be Model Y’s, not Cybercabs.
Aim is to start in Austin and roll out elsewhere in the United States by the end of the year
Focus is to ramp quickly, and have millions of vehicles operating autonomously by the end of 2026.
Remote Support for robotaxi fleet could happen, not 100%
10-20 vehicles on Day 1 for Robotaxi fleet
Scale-up will happen slowly
By the end of June or early July, anyone will be able to go to Austin and use a robotaxi
Vast majority of Tesla’s existing fleet will be capable of Unsupervised FSD
Elon specifically mentioned the Model S, 3, X, and Y
This is the fourth event (We, Robot, Q4 Earnings 2024, All-Hands, and Q1 Earnings 2025) without mention of the Cybertruck being capable, likely meaning that FSD development for the Cybertruck is further behind as we’ve seen.
Tesla’s generalized solution to autonomy means that once they verify it works in a few North American locations, it should work in any North American city
Key limitation is regulatory approvals
This also applies for other areas of the world - the generalized solution will make it easy to apply it elsewhere
Tesla is providing autonomous supervised vehicles today that are capable of:
Cutting commute effort
Improving lives for customers with disabilities
Tesla’s executive team wants to get these stories out and get people to experience FSD
Unsupervised FSD should launch for customers in the US, ideally by end of year
Safety is a key concern, Tesla needs to continue reducing interventions per mile
Tesla will be careful with rolling this out outside of dedicated fleets
It must be meaningfully (10x or more, as per Q4 2024) safer than a human
Will likely be geofenced to specific cities or locations
Elon expects the first Model Y will drive itself from Fremont or Giga Texas all the way to a customer by the end of 2025
Affordable Vehicle
The plan for the new more affordable model (identified as a new vehicle), remains on schedule for production beginning in the first half of 2025.
These will utilize aspects of the next-generation platform as well as current platforms, and be produced on the same manufacturing lines as current vehicles.
This approach will result in less cost reduction, but will enable Tesla to manage capital expenditures.
This model will start production as soon as June and be in the market shortly thereafter.
Ramping will be slower than hoped due to global tariff and financial impacts
Production timeline is still on track overall
Tesla is aiming for a lower initial cost of ownership and lower monthly payments
Tesla will use its existing lines - reducing the overall form factor difference between this new model and what Tesla already exists
Likely based on the Model 3 or Model Y
Will resemble the overall form and shape
Cybercab
Cybercab will use the unboxed manufacturing strategy, and is scheduled for volume production in 2026.
Sample production validation is ongoing now
First builds will happen near the end of Q2
Production is on-schedule at Giga Texas
No new building is being built, it will be built inside already planned space
Unboxed method is progressing well
It is the basis for the Cybercab’s manufacturing process
It lowers the cost of production and increases the level of automation considerably
Tesla is working on marrying large assemblies together, fixing vehicle ceiling connections, and recently completed corrosion testing
Unboxed methodology will eventually be incorporated into other lines
Cybertruck is already benefiting from some aspects of this method
Long term goal is a 5 second cycle time for Cybercab
Giga Shanghai currently has a 33 second cycle team for Model Y
Current Vehicles
Giga Texas produced its 400,00th vehicle in April, and Tesla launched the Cybertruck Long Range (RWD).
Giga Nevada achieved record battery pack production this quarter.
Model 3 and Model Y deliveries in the US (and Canada) are now made with 100% US-built battery packs.
Tesla achieved record orders in a single day in the Asia-Pacific region with the launch of the Refreshed Model Y.
This is the most competitive region for EVs, and a validation of Tesla’s cost structure and positioning.
Giga Berlin built its 500,000th Model Y this quarter.
Tesla has officially opened the first overseas market for the Cybertruck - Saudi Arabia.
Q1 is historically the worst quarter for auto sales, and the best quarter to do production swaps
Tesla used this as an opportunity to do the swap at all 4 factories around the world at the same time
Never been done before - especially as 1.1 million Model Y’s are built per year globally.
Optimus
Tesla’s Fremont factory is preparing production for the Optimus pilot line for 2025, and wider deployments of Optimus for internal Tesla use is expected this year.
There has been good progress on finalizing Optimus so far, still in prototyping stages
Tesla expects its pilot production line to begin running near the end of 2025
Several thousand units should be working in Tesla’s factories by the end of the year
Optimus ramp will be challenging, lots of new and unique components Tesla doesn’t make already
Optimus will use the AI4 computer
Shoulder actuators use permanent/rare earth magnets
Working with China to get a license for use
Goal is 1 million units per year by 2030
Batteries
The 4680 Cell (Cybercell) is IRA-complaint and eligible for the US Federal EV Rebate.
It is the lowest cost-per-kWh cell.
Tesla has diversified and protected the supply chain, and each component for the 4680 is sourced from at least two countries.
Lowest cost cell of any cell available on the market right now
Easy to build a flashy product that does one thing (e.g. charging fast) well, but difficult to scale it up and be profitable
Tesla’s lithium refining and cathode production plans will start production in 2025, moving critical battery production to the US.
Will be the biggest lithium refinery outside of China, and could potentially expand to be the biggest.
Cathode production will also make a big impact
Anode production or removing anodes entirely is being worked on
Tesla is no longer supply constrained for vehicle batteries, but is constrained on LFP batteries for North America due to tariffs.
Supply Chain
Tesla is continuing to localize supply chains where possible
Makes sense from a cost and logistics risk standpoint
Supply chains should be located on the continent of which the vehicle is built
Tesla is the least impacted car company in respect to tariffs
Places Tesla in a stronger position than their competitors
Elon believes in lower tariffs, and advocates for them
Tesla will be impacted by the May tariffs due to part production in Canada and Mexico, no way around this right now
Tesla has to buy equipment from outside the US and import it - it is expensive to bring in equipment from China
China has the most capacity to provide this equipment
Tesla is working to on-shore production of LFP, as most Tesla Energy batteries are supplied from China
There is an outsized tariff impact on Tesla Energy at the current time, and Tesla is looking at non-China suppliers of Lithium
Tesla is continuing to focus on adapting to policy changes
85% of US-built vehicles have North American content
95% of Asia-Pacific vehicles have Asian-Pacific content
Vertical integration and local partnerships are the key to increasing these
Tariff risks are higher for low-volume platforms (S, X, Cybertruck)
Tesla can bridge and cover production for other regions in times of crisis
Tesla is building strategic banks of parts they cannot vertically integrate, such as processors and microelectronics
Tesla is working to reduce or stop the reliance on rare earth magnets as much as possible
Energy
There was a 154% increase in energy storage deployed YoY, for a total of 10.4GWh.
Tesla is experiencing continued rapid growth in the energy market, but deliveries remain volatile due to the nature and scale of the projects.
Megapack expands grid capabilities
Tesla is expecting more demand for Megapack in the near future due to the increasing use of AI.
Megapack itself is extremely useful for many industrial use cases, not just AI.
It can effectively double grid capacity by buffering energy usage during off-peak hours
Tesla has many orders in the GWh range already, and is expecting demand in the TWh range in the future.
Tesla is supply constrained on Megapack
Tesla deployed 1 GWh of Powerwall this quarter.
Extremely positive reception from customers; Tesla is supply constrained.
Tesla delivered 1.4TWh of electricity by Supercharging this quarter, with a 26% YoY growth.
Megafactory Shanghai is now online and producing Megapacks, over 100 are on-site and produced, ready to be shipped (not counted this quarter!)
Tesla expects 20GWh of annual production due to the localized supply chain, and up to 40GWh in the future.
Misc.
Tesla is working on getting into India, cars going in are subject to 70% tariffs and 30% luxury tax
Would be an excellent market, aimed at India’s middle class
No discussion about localizing production in India at this time
Giga Berlin and Giga Shanghai likely have enough capacity
Tesla acknowledged that vandalism, unwarranted hostility, and brand image have suffered in several markets, and likely played an impact, but did not have a functional impact on demand
In Q&A, Tesla’s executive team mentioned:
Biggest impact was reduced Model Y production
Tesla remained a best seller in Q1 in multiple regions, and interest remained high
Tesla experienced the highest number of test drives in this quarter, ever
Tesla isn’t immune to macro economic effects
Elon’s Opening Statement
Elon’s opening statement was interesting - and normally we just integrate it right into the rest of the points, but we’ll break it out here because it is fairly important.
Elon acknowledges blowback for his time at DOGE
He believes that his work there is still important
DOGE team has made a lot of progress
Elon wanted to focus on fighting waste and fraud to benefit the US
Most of the work with DOGE is done
Time with DOGE will drop significantly as of next month
Elon will continue to work with DOGE throughout the current term
1-2 days per week as needed
Elon says he will return to focusing on Tesla
DOGE’s mandate ends in July 2026, so Elon will likely have to step away entirely then unless it is extended
This will be a bumpy year for Tesla
Elon is optimistic about the future of the company, but acknowledges 2025 will be challenging, but he doesn’t go into details
Still believes the future of the company is on large-scale autonomy
Both cars and humanoid robots
If Tesla can execute on autonomy, it is well placed for the future
Financial
Tesla saw a 20% YoY decline in total automotive revenues
Partially due to a 15% decline in gross profit, and 9% rise in operating expenses
Tesla saw non-GAAP earnings per share drop to $0.27, from $0.45 in Q1 2024, and $0.60 in Q4 2024.
Tesla attributed the majority of the decline in its vehicle deliveries due to the ramp of the Model Y across all four of its factories globally. The first time any automaker has launched a new model across all factories at the same time.
Tesla’s average selling price (ASP) also declined due to a mix of sales and financing incentives.
Overall, operating income decreased 66% YoY to $0.4B, which is a 2.1% operating margin.
Tesla saw growth in the energy generation and storage sectors (Tesla Energy), and also a higher regulatory credit revenue for this quarter.
Tesla’s continued ramp of the Cybertruck has seen a lower cost associated with its production as of Q1 2024.
Tesla’s CAPEX for 2025 will be in excess of $10 Billion
Tesla is still evaluating what and where to invest.
Listen to Event
You can listen to the entire event below, which starts at the 7 minute, 9 second mark.
Tesla is holding its 2025 Q1 earnings call today at 2:30 pm PT / 5:30 pm ET / 9:30 pm UTC. The earnings call will be followed by a Q&A session with Tesla executives, including Elon Musk.
We expect the focus to be on Tesla sales for the quarter, FSD Unsupservised and the Robotaxi network. Tesla may also discuss its upcoming, more affordable model, Optimus, and other products.
Update: If you prefer a recap of everything that was announced during Tesla’s earnings call, take a look at our bullet point list of everything Tesla announced.
Listen to Replay
The event will be live-streamed on Tesla’s site. It is also expected to be streamed on X and YouTube like it has been in the past. Tesla has changed this from an Earnings Call to a Company Update, but it’s unclear whether the phrase change holds any significance in what will be shared.
Update: You can listen to Tesla’s earnings call live below. If you prefer, you can also listen live on Tesla’s website.
Start Time
Tesla's live stream starts at 2:30 pm PT, which is the following times around the world:
2:30 pm Pacific Time
5:30 pm Eastern Time
9:30 pm UTC
10:30 pm - London, England
11:30 pm - Berlin, Germany
7:30 am (April 23rd) - Sydney, Australia
Q&A Questions
The questions asked during the Q&A portion of the call come directly from investors. These are currently the top-voted questions, so we’ll likely see answers to several of these questions:
What are the highest risk items on the critical path to robotaxi launch and scaling?
When will FSD unsupervised be available for personal use on personally-owned cars?
Is Tesla still on track for releasing “more affordable models” this year? Or will you be focusing on simplified versions to enhance affordability, similar to the RWD Cybertruck?
Does Tesla see robotaxi as a winner-take-most market, and as you approach the Austin launch, how do you expect to compare against Waymo’s offering, especially regarding pricing, geofencing and regulatory flexibility?
Can you please provide an update on the unboxed method and how that is progressing?
How is Tesla positioning itself to flexibly adapt to global economic risks in the form of tariffs, political biases, etc.?
Does Tesla still have a battery supply constraint (noted on Q4 ER call) and how does this change w/tariffs?
Did Tesla experience any meaningful changes in order inflow rate in Q1 relating to all of the rumors of “brand damage”?
Regarding the Tesla Optimus pilot line, could you confirm if it is currently operational? If so, what is the current production rate of Optimus bots per week? Additionally, how might the recent tariffs impact the scalability of this production line moving forward?
Robotaxi still on track for this year?’
Look Back at 2025 Q1 Numbers
Most of Tesla’s Q1 deliveries, 323,800 units, were unsurprisingly for the Model 3 and Model Y, while the “Other Models” category (including the Cybertruck, Model S, and Model X) accounted for 12,881 deliveries.
Comparing these numbers to Q1 2024, the Model 3/Y is down about 13%, while the Model S/X and Cybertruck are down about 24%.
In terms of production, Tesla built 345,454 Model 3/Y vehicles and 17,161 from its “Other Models” line. The company attributed the production drop to the Model Y changeover but stated that the ramp is “going well.” However, deliveries and production were both down year over year.
Q1 2025
Q1 2024
Q4 2024
Model 3/Y Deliveries
323,800
369,783
471,930
Model 3/Y Production
345,454
412,376
436,718
Other Models Deliveries
12,881
17,027
23,640
Other Models Production
17,161
20,995
22,727
Total Deliveries
336,681
386,810
495,570
Total Production
362,615
433,371
459,445
Although Tesla doesn’t officially break down its numbers by region, Troy Teslike, who closely monitors Tesla's delivery and production numbers has provided estimates that show Tesla’s deliveries across regions. Tesla delivered the most vehicles in China this past quarter, so it’ll be interesting to see if this trend continues.
His estimates for the regional break down are below:
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