I believe tesla's numbers. When you have a backlog of sales a few cancled orders just changes the queue. Toyota didn't have that. Tesla also had customers in industry least affected (engineers and other upper class) who didn't need to adjust their life as much as waiters did.
Toyota (and subsidiaries like Lexus) serve a wide array of customers and demographics. Even with decreasing sales, they should drive net income that will match net revenues for Tesla this year.
You can also drive Toyota's cars through puddles, whereas Tesla's may encounter issues that are "acts of God", which are not covered by warranty:
I believe they "delivered" 90k vehicles too, by whatever definition they choose as "delivered".
I mentioned "factory-gated" in the OP because back when the metric of choice was cars "produced", Tesla had a quarter in which it claimed to have "produced" a certain number of "factory-gated" cars, and touted that number. It turned out, some of these cars were not complete. Some didn't even have seats. So exaggerating relevant metrics isn't new for Tesla (or other companies for that matter).
